Financial Services Professional

8 hours ago


West Bromwich, Sandwell, United Kingdom Quilter Financial Planning Full time
Position Summary
    Quilter Financial Planning is looking for a Financial Services Professional to join their team as a self-employed Protection Adviser. In this role, you will provide high-quality protection advice to our valued clients, working closely with our dedicated back-office support staff, Mortgage, Protection, and Wealth Advisers.

About the Role
    As a Protection Adviser, you will be responsible for providing exceptional protection advice to our clients, including fact-finding, promoting company values, and maintaining ongoing professional development. You will also have the opportunity to work with our Mortgage, Protection, and Wealth Advisers, who share a commitment to delivering a holistic approach to financial services.

Key Responsibilities
    • Provide top-notch protection advice to clients
    • Conduct thorough fact-finding to understand client needs
    • Embrace company values and promote the brand effectively
    • Maintain ongoing professional development to stay current in the field

Requirements
    • CeMAP or relevant qualification
    • Positive attitude and strong work ethic
    • Excellent communication and interpersonal skills
    • Ability to work independently and manage time effectively

Estimated Salary: £38,000 - £58,000 per annum

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