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