Protection Adviser

Protection Advisor - North West England

Ref: 838Monday 15 August 2022

£27,500 - £30,000 + OTE

This is a brilliant opportunity for an experienced Protection Adviser to join a fantastic financial services firm. You will report directly into the Protection Manager.

Responsibilities:

  • Delivering Financial Health checks to new and existing customers
  • Advising clients with recommendations to help them to meet their protection requirements
  • Proactively contacting clients in order to promote financial services and encourage them to engage with services offered by the company
  • Taking ownership when seeking solutions for clients, including the adjudication of the solution with the company’s internal departments
  • Educating clients on their Auto Enrolment responsibilities

Skills:

  • Previous experience providing advice on protection services and products
  • Experience working in a compliance regulated industry
  • Relevant CeMap or CII qualifications
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