Protection Adviser

Kalon Financial; Greater London; Remote; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated Protection Adviser to deliver expert financial protection advice to both personal and business clients. In this full-time self-employed role, you will assess clients' financial situations, recommend appropriate protection products, and manage client relationships. This position offers the opportunity to work independently while staying updated with industry trends and regulations. Join a company committed to enriching lives and futures, and make a meaningful impact on clients' financial wellbeing.

Qualifications

• Expertise in financial protection and insurance products.
• Strong communication and analytical skills are essential.

Responsibilities

• Provide tailored financial protection advice to clients.
• Assess clients' financial situations and recommend products.
• Conduct client meetings and ensure regulatory compliance.

Skills

Knowledge of financial protection products

Client relationship management

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Ability to work independently

Job description

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Company Description

Kalon Financial Ltd specializes in protection advice, offering expert services in personal and business financial protection as well as general insurance. Our mantra, ‘enriching lives and futures,’ is rooted in our commitment to our clients' financial wellbeing. We tailor bespoke solutions to meet the unique needs and objectives of each client. Kalon Financial Ltd is an Appointed Representative of Openwork Ltd, one of the largest financial advice networks in the UK, providing our clients access to leading protection products. We pride ourselves on building lasting relationships with our clients, ensuring their financial security for the future.

Role Description

This is a full-time self-employed role for a Protection Adviser. The Protection Adviser will be responsible for providing expert financial protection advice tailored to both personal and business clients. Daily activities include assessing clients' financial situations, recommending appropriate protection products, managing client relationships, and staying up to date with industry trends and regulations. The role also involves conducting client meetings, preparing financial reports, and ensuring compliance with regulatory standards.

Qualifications

• Knowledge of financial protection products and general insurance
• Experience in client relationship management
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and remotely

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

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