Protection Specialist
2 weeks ago
Job Description:
Quilter Financial Planning, an award-winning member of the Quilter Financial Planning network, offers a unique opportunity for a Protection Adviser to work on a self-employed basis. This role involves providing high-quality protection advice to clients, fact-finding to establish their current finances, needs, and future aspirations, and promoting company values and the brand effectively.
Key Responsibilities:
- Provide professional protection advice to clients.
- Effectively fact-find to establish clients' current finances, needs, and future aspirations.
- Embody company values and promote them effectively alongside the brand.
- Maintain a high level of knowledge required for the role through regular professional development.
- Ensure outstanding customer outcomes are always the priority.
Requirements:
- CeMAP or relevant qualification.
- Positive attitude and trustworthy ethos.
- Client-orientated with high customer service skills and communication.
- Ability to explain complex information clearly and simply.
- Efficient completion of necessary documentation within required timeframes.
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