Protection Adviser

Henderson & Stone; Glasgow; Hybrid; GBP 52,000 - 64,800; Full time

Benefits offered by this job

Self-employed contract

Employed package with benefits

Job summary

Henderson & Stone in Glasgow is seeking an Adviser with a client-focused approach within a long-standing Financial Planning firm. The role suits someone with experience as a Protection Adviser or Mortgage & Protection Adviser, aiming to achieve Level 4 within 12 months with our support.

Flexible working from home or the office is available, with ongoing training offered. We offer either a self-employed contract with initial draw or an employed package with benefits; employed package typically

Qualifications

• Experience advising clients as a Protection Adviser or Mortgage & Protection Adviser.
• Willing to achieve Level 4 qualification within 12 months with company support.
• Flexible working from home or the office.

Responsibilities

• Advise and review clients on protection and mortgage matters.
• Build and maintain client relationships across the UK.
• Support personal development via ongoing training and network backing.

Skills

Client focus

Interpersonal skills

Integrity

Education

Level 4 qualification (within 12 months)

Job description

This is a great opportunity for an Adviser with a client focused Financial Planning firm. Based in Glasgow, they have been advising and servicing their clients for over 20 years.

The successful applicant will have some experience advising clients as a Protection Adviser or a Mortgage & Protection Adviser, conducting reviews and providing advice. You will now want to achieve a Level 4 qualification within 12 months, with our support, while building your experience of dealing with clients.

There is the option to work from home or from our office, with our advisers using both arrangements.

There is ongoing training offered, based on your personal development needs, to ensure you are competent and confident in dealing with clients. Your business development will be supported by our network, Quilter Financial Planning, a leading UK financial services business.

Meetings may be completed remotely, although we also meet clients face-to-face by agreement with individual clients who live throughout the UK, many of whom are based in Scotland.

Should you be able to demonstrate integrity, be highly competitive, and be keen to progress as an adviser with real support and guidance, this position could be an excellent opportunity for you.

We offer either a self-employed contract (with an initial draw) or an employed package with benefits.

• For an employed adviser, this would be a 26k pa salary + bonus = 53k pa OTE.
• For a self-employed adviser, this would be 64.8k pa OTE (initial financial support is available).