Hybrid Protection Adviser: Build Your Own Client Base

Openwork

West Midlands

Hybrid

GBP 45,000 - 55,000

Full time

11 days ago

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Benefits offered by this job

Competitive remuneration
Flexible working arrangements
Training and development
Marketing and lead generation support
Supportive team and compliance support
Own client bank development

Job summary

Milecross Financial Solutions Limited in Newport (Shropshire) is seeking a motivated Protection Adviser to join our hybrid team and build a strong client base with support from The Openwork Partnership. You will provide high-quality protection advice, develop your own client relationships and grow a sustainable advisory business while adhering to regulatory requirements and delivering excellent outcomes.

The role offers flexible working, ongoing training, and access to marketing and lead

Qualifications

  • Relevant industry qualifications and regulatory permissions appropriate to the role.
  • Strong communication and relationship-building skills
  • Commitment to delivering excellent customer outcomes
  • Entrepreneurial mindset with focus on personal and professional growth
  • Good understanding of industry regulations and compliance requirements

Responsibilities

  • Provide high-quality advice tailored to clients' individual needs and objectives
  • Build and maintain long-term client relationships
  • Develop new business opportunities through referrals, networking and existing relationships
  • Manage client cases and records accurately and efficiently
  • Work in accordance with all regulatory, compliance and Consumer Duty requirements
  • Promote your services professionally within your local community and network
  • Contribute positively to the continued growth and reputation of the business

Skills

Communication skills
Relationship-building
Self-motivated
Entrepreneurial mindset

Job description

Milecross Financial Solutions Limited in Newport (Shropshire) is seeking a motivated Protection Adviser to join our hybrid team and build a strong client base with support from The Openwork Partnership. You will provide high-quality protection advice, develop your own client relationships and grow a sustainable advisory business while adhering to regulatory requirements and delivering excellent outcomes.

The role offers flexible working, ongoing training, and access to marketing and lead

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