Financial Services Professional

3 weeks ago


West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full time
Protect Your Clients' Futures

We are Four Oaks Financial Services, a proud member of the Quilter Financial Planning network, offering award-winning financial services to our valued clients.

This exciting opportunity allows a Protection Adviser to work on a Self-Employed Basis, delivering high-quality protection advice and facts-finding to meet clients' unique needs.

Responsibilities include:

  • Developing and implementing tailored protection strategies for clients.
  • Conducting thorough client assessments to understand their current financial situation, goals, and aspirations.
  • Embodying company values and promoting the brand effectively.
  • Maintaining ongoing professional development to stay up-to-date with industry trends and best practices.
  • Prioritizing exceptional customer outcomes.

Requirements:

  • CeMAP or equivalent certification.
  • A strong positive attitude and trustworthy demeanor.
  • Excellent client-centric approach with high customer service standards and effective communication.
  • The ability to simplify complex information and provide clear explanations.
  • Efficiently completing necessary documentation within company-set timeframes.

Expected Salary: £38,000 - £50,000 per year



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