Financial Services Professional
8 hours ago
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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