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Protection Specialist

2 months ago

Truro, Cornwall, United Kingdom Quilter Financial Planning Full time £22,000 - £32,000

Job Opportunity at Quilter Financial Planning

About the Role

We are seeking a highly skilled and experienced Protection Adviser to join our team at Quilter Financial Planning. As a Protection Adviser, you will play a crucial role in providing expert advice to our clients on protection products and services.

Key Responsibilities

  • Provide high-quality protection advice to clients, taking into account their individual needs and circumstances.
  • Conduct thorough fact-finding to establish clients' current finances, needs, and future aspirations.
  • Embody the company values and promote them effectively to clients and colleagues.
  • Stay up-to-date with industry developments and maintain a high level of knowledge required for the role.
  • Deliver outstanding customer outcomes, prioritizing clients' needs and expectations.

Requirements

  • CeMAP or relevant qualification.
  • A positive attitude and excellent team player.
  • Client-orientated with high customer service skills and communication.
  • The ability to explain complex information clearly and simply.
  • Ensuring that all necessary documentation is completed efficiently, precisely, and within the required timeframes.
  • Minimum 2-5 years of experience in a similar role.

Benefits

  • Basic Salary £22K-32K Depending on experience - OTE £40-60K+Uncapped.
  • Qualified Referrals.
  • 25 Days Holiday.
  • Pension.
  • Death in Service x2 Salary.