Protection Professional
3 days ago
Quilter Financial Planning, a renowned member of the Quilter Financial Planning network, seeks a skilled Protection Specialist to join their team.
The ideal candidate will have experience in providing high-quality protection advice and fact-finding effectively to establish clients' current finances, needs, and future aspirations.
The role involves embracing company values, promoting them effectively alongside the brand, and maintaining knowledge required for the position through regular professional development.
Key responsibilities include:
- Providing exceptional customer service and ensuring outstanding customer outcomes are always prioritized.
- Maintaining a positive attitude and trustworthy ethos while delivering protection advice.
Required skills and qualifications include CeMAP or relevant qualification and strong client-orientated skills with high communication abilities.
The estimated annual salary for this position is around £60,000, considering the company's expertise in financial services and the level of professionalism required.
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