Protection Advisor
13 hours ago
Harris Begley Financial Planning, a leading business of Quilter Financial Planning, is seeking a skilled Protection Adviser to join their team in the South West.
The successful candidate will be responsible for providing high-quality protection advice to clients, conducting thorough fact-finding to understand their financial needs, and promoting company values and the brand.
Key Responsibilities:
Deliver exceptional protection advice and guidance to clients
Conduct effective fact-finding to establish client needs and aspirations
Embody company values and promote the brand effectively
Stay up-to-date with industry developments and maintain required knowledge
Requirements:
CeMAP or equivalent qualification
Excellent communication and customer service skills
Ability to explain complex information clearly and simply
Minimum 2-5 years of experience in a similar role
Benefits:
Competitive basic salary £22K-32K depending on experience - OTE £40-60K+
Qualified referrals
25 days' holiday
Pension scheme
Death in Service benefit
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Protection Advisor
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Truro, Cornwall, United Kingdom Quilter Financial Planning Full timeProtection Adviser OpportunityHarris Begley Financial Planning, a leading business of Quilter Financial Planning, is seeking a skilled Protection Adviser to join their team in the South West.As a Protection Adviser, you will be responsible for providing high-quality protection advice to clients, fact-finding to understand their financial needs, and promoting...
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Truro, Cornwall, United Kingdom Quilter Financial Planning Full timeProtection Adviser OpportunityHarris Begley Financial Planning, a leading business of Quilter Financial Planning, is seeking a skilled Protection Adviser to join their team in the South West.As a Protection Adviser, you will be responsible for providing high-quality protection advice to clients, fact-finding to understand their financial needs, and promoting...
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Truro, Cornwall, United Kingdom Quilter Financial Planning Full timeProtection Adviser OpportunityHarris Begley Financial Planning, a leading business of Quilter Financial Planning, is seeking a skilled Protection Adviser to join their team in the South West.With over 20 years of experience, the company has established a strong presence in Truro and Penzance, offering a range of financial services, including mortgage,...
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