Mortgage and Wealth Advisor

1 week ago


Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

Quilter Financial Planning is a leading provider of financial services, offering a range of products and services to individuals and businesses. We are seeking a highly skilled Protection Adviser to join our team on a self-employed basis.

In this role, you will be responsible for providing expert protection advice to clients, identifying their insurance needs, and recommending suitable solutions. You will also be expected to maintain accurate records, complete necessary documentation, and participate in regular professional development.

The estimated salary for this role is £50,000 - £70,000 per annum, depending on experience. We offer a range of benefits, including access to industry-leading training programs and a competitive bonus structure.

To succeed in this role, you should have a CeMAP or relevant qualification, excellent communication skills, and a positive attitude with a trustworthy ethos.



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