Protection Adviser
Salary
Dependent upon experience
Location
Staverton
Job Type
Full Time
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Job Title: Protection Adviser
Industry: Financial Planning
Location: Staverton
Salary: Dependent upon experience
Job Reference: 14547
Job Description:
Recruit UK are currently working with a reputable and well-established financial planning firm on a financial Protection Adviser role, in Staverton.
If you are an individual looking for a change and a challenge with great career opportunities and an active social scene then this could be the perfect firm for you to consider.
The Role
- Advising personal and business clients on all aspects of individual and business protection.
- Advising on Life Cover, Critical Illness, Private Health Insurance, Private Medical Insurance and group death in service.
- Experience in writing business reports and working towards a target.
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, or other information needed to develop a financial plan in a compliant manner.
- Reviewing client circumstances and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Collaborate with clients, partners and directors to build market initiatives and identify opportunities for business growth.
- Communicate and execute on agreed business objectives overseeing personal profitability.
- Develop and maintain relationships with both practice clients alongside externally generated prospects.
- Operating as the main point of contact and consulting on market trends, product advice and general financial planning across both the personal and corporate marketplaces.
- Flexitime and the option to purchase additional holiday
- Matched pension contribution
- Life assurance
- Referral bonus scheme
- Training programmes over and above professional qualifications
- Discounted gym memberships, lifestyle benefits plus health and wellbeing events
- Overnight and travel allowances
- Organised social events both part and fully funded
- Level 4 Financial Planning Diploma (CII, LIBF, etc.)
- Rapport building skills
- Self-motivated and driven
- Strong customer service orientation and influencing skills
- Accuracy, a methodical approach and a keen eye for detail. These skills are critical to the role and cannot be stressed enough
- Enthusiastic and positive attitude and ability to use own initiative
- A willingness to take on extra responsibility and tasks
- High degree of flexibility – able to manage numerous tasks simultaneously whilst remaining focused so projects are completed to deadline
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.