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Protection Associate

2 weeks ago

Tunbridge Wells, United Kingdom mbf. Full time

Our client is recruiting for a Protection Associate to join their team to assist Protection Advisers with their client activities for high net worth clients. This role is based in Tunbridge Wells, Kent, but offers flexible working to be home based 2-3 dayseach week.

This is a new team, so there are great opportunities for growth and to be involved in shaping the future of the businesses Wealth Management's Protection proposition. This is a dynamic team, where everyone helps shape how they work and succeed. This is ahard working team but a good work/life balance is essential.

The primary objective of this role is to support the Head of Protection & Protection Client Director with sales activities and the servicing of existing clients.

**Main Responsibilities**
- Work alongside Advisers to deliver a highly personalised holistic protection service, focused on improving all client outcomes and ensuring client needs are met
- Supporting Protection Advisers with sales activities, through assistance with lead management, client events, presentation and other sales activity. Assisting with the drafting of advice suitability reports for the Protection Adviser to review and progress
- Proactively arranging and assisting Protection Advisers in the preparation of client meeting
- Attending a limited number of client meetings to take minutes and agree actions
- Liaise with product providers, Wealth Advisers
- Acting as the first point of contact for general client queries as well as developing a relationship with those clients
- Preparing new client documentation and ensuring compliant new client take on as well as managing the administration of existing clients
- Implementing actions and / or passing instructions to the appropriate team member
- Contribute to the ongoing development of best practice within the business

**Person Specification**

**Experience**:
Experience of interacting with clients

Understanding and previous experience of current Protection products in the market

Experience of drafting advice reports desirable

**Academic**:
Good secondary education i.e. preferably, primarily As and Bs at A level or equivalent

Financial Planning qualifications RO1, RO4 & RO5 preferred

Salary up to £34,000

15% pension

25 days holiday

Private Medical Insurance - AXA

Annual health screen - Bupa

Life cover - 4 x base salary

Group Income Protection

Cycle to work scheme

Oktogonen - profit sharing plan

Season Ticket Loan

All benefits active from day one of employment