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Protection Adviser in Bracknell

Job Title: Protection Adviser

Industry: Financial Planning

Location: Bracknell

Salary: £32,000

Job Reference: 15678

Job Description:

Recruit UK is working on a fantastic opportunity for a Protection Adviser in Bracknell to join one of the UK’s leading and rapidly growing wealth management firms.

Our clients are pioneers in the dual professional, Financial Planning, and Investment Management model and have a highly developed client proposition. Within this role, you will work with key clients to support their protection needs.

 

Duties will include but are not limited to:

  • Build relationships and maintain them with new and existing clients
  • Be a point of contact for all client current and new business queries
  • Research and resolve all issues in a timely manner
  • Prepare for client meetings and attend as required
  • Process all business in accordance with required processes and proactive pipeline management
  • Maintain client records
  • Prepare and issue advice reports, illustrations, key features and applications as required
  • Maintain core systems ensuring all tasks are carried out and completed in line with company policy and procedures
  • Request policy information from third party providers
  • Coordinate and produce client communications as part of the advice delivery and implementation process
  • Maintain client records in accordance with internal compliance requirements
  • Prioritise workload to ensure all activities are timely, compliant, and conducted in a manner that will meet agreed performance standards
  • Deliver outstanding service to clients
  • Keep up to date with regulations, compliance and legislative obligations

 

Benefits:

  • Salary from £32,000
  • Increase in salary once trained/ competent status
  • Clients provided
  • Excellent bonus structure
  • Career progression framework
  • Extensive benefits including pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits
  • Comprehensive training

 

Skills and experience required:

  • 2-5 years experience within financial services
  • Min 1-year experience within Protections
  • Ideally CF1, DipFA or equivalent
  • Ability to communicate effectively over phone/email/online
  • Strong client support skills
  • Exceptional communication skills
  • Highly motivated with the strong work ethic

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Bracknell on a Protection Adviser role.

 

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs 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.

 

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Submit Details Here

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    Job Title: Protection Adviser

    Industry: Financial Planning

    Location: Bracknell

    Salary: £32,000

    Job Reference: 15678

    Job Description:

    Recruit UK is working on a fantastic opportunity for a Protection Adviser in Bracknell to join one of the UK’s leading and rapidly growing wealth management firms.

    Our clients are pioneers in the dual professional, Financial Planning, and Investment Management model and have a highly developed client proposition. Within this role, you will work with key clients to support their protection needs.

     

    Duties will include but are not limited to:

    • Build relationships and maintain them with new and existing clients
    • Be a point of contact for all client current and new business queries
    • Research and resolve all issues in a timely manner
    • Prepare for client meetings and attend as required
    • Process all business in accordance with required processes and proactive pipeline management
    • Maintain client records
    • Prepare and issue advice reports, illustrations, key features and applications as required
    • Maintain core systems ensuring all tasks are carried out and completed in line with company policy and procedures
    • Request policy information from third party providers
    • Coordinate and produce client communications as part of the advice delivery and implementation process
    • Maintain client records in accordance with internal compliance requirements
    • Prioritise workload to ensure all activities are timely, compliant, and conducted in a manner that will meet agreed performance standards
    • Deliver outstanding service to clients
    • Keep up to date with regulations, compliance and legislative obligations

     

    Benefits:

    • Salary from £32,000
    • Increase in salary once trained/ competent status
    • Clients provided
    • Excellent bonus structure
    • Career progression framework
    • Extensive benefits including pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits
    • Comprehensive training

     

    Skills and experience required:

    • 2-5 years experience within financial services
    • Min 1-year experience within Protections
    • Ideally CF1, DipFA or equivalent
    • Ability to communicate effectively over phone/email/online
    • Strong client support skills
    • Exceptional communication skills
    • Highly motivated with the strong work ethic

     

    About Recruit UK:

    As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Bracknell on a Protection Adviser role.

     

    Our commitment to you:

    • Start every journey with a conversation to find out about you in-depth.
    • Provide honest feedback on where you fit in the jobs 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.

     

    Additional information:

    Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

    Submit Details Here

      BrowseUpload CV
      call_to_action

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