Financial Protection Specialist

7 days ago


Hamilton, United Kingdom RECRUITMENTiQ Full time
Job Summary: We are seeking a skilled Protection Product Advisor to join our team. As a key member of our team, you will be responsible for providing expert advice on protection products to help our clients achieve their financial goals.

About the Role:
The ideal candidate will have a strong understanding of protection products and be able to identify opportunities to promote these products to clients. You will work closely with our mortgage team to provide tailored protection solutions to new and existing clients. Your attention to detail and ability to communicate effectively will be essential in building strong relationships with clients and ensuring their protection needs are met.

Responsibilities:
- Provide expert advice on protection products to clients
- Identify opportunities to promote protection products to clients
- Work closely with the mortgage team to provide tailored protection solutions to clients
- Conduct annual reviews with existing clients to ensure their protection package is up-to-date
- Renew policies or win back lapsed customers

Requirements:
- Strong understanding of protection products
- Excellent communication and interpersonal skills
- Ability to work well under pressure and meet deadlines
- Familiarity with mortgage regulations and compliance
- Experience in sales, finance, economics, business, or related field preferred

What We Offer:
- A highly competitive salary of £65,000+ per annum
- Free parking
- Pension scheme
- Flexible hours
- Opportunities for career progression and professional development

About Us:
We are dedicated to helping individuals achieve their financial goals through straightforward and practical financial planning. Our team of experts provides jargon-free advice and guidance to support clients in making informed decisions.

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