Protection Adviser

TN United Kingdom; Stockport; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

Join a dynamic and innovative team as a Protection Adviser in a hybrid role that combines remote work with in-office collaboration. This position offers the opportunity to provide exceptional service and advice to clients while ensuring compliance with FCA regulations. You'll thrive in a fast-paced environment, managing customer needs effectively and contributing to your personal development. Enjoy a supportive workplace that values your skills and offers a range of benefits, including generous pension contributions, health insurance, and more. Be part of a company that prioritizes your well-being and career growth.

Benefits

Up to 12% pension contributions

Free healthy breakfast and lunch

Life assurance at 4x salary

Personal Health Fund

Vitality Health Insurance

Discounted gym memberships

Monthly free cinema tickets

50% off trainers at Runnersneed

15% off full-priced items

Qualifications

• Experience in Financial Services and understanding of FCA regulations.
• Strong communication and organizational skills are essential.

Responsibilities

• Provide exceptional service and advice to customers over the phone.
• Ensure compliance with FCA and internal standards for advice.

Skills

Experience within Financial Services

Confident telephone manner

Full understanding of FCA regulatory requirements

Strong customer engagement skills

Motivated to meet sales targets

Committed to personal development

Strong organizational skills

Education

Appropriate financial services qualifications

Job description

Job Description

We are seeking a Protection Adviser to join our team. This role is a hybrid position, requiring 2 days a week in the office.

Responsibilities

1. Providing exceptional service and advice over the telephone to our customers.
2. Managing your time effectively in a fast-paced environment with numerous customer needs.
3. Maintaining your knowledge proactively, supporting your performance with our assistance.
4. Ensuring compliance with FCA and internal regulatory standards for advice provision.
5. Delivering high-quality advice with thorough documentation, analysis, and outcomes for each conversation.

Skills and Qualifications

• Experience within Financial Services.
• Confident telephone manner.
• Full understanding of FCA regulatory requirements.
• Strong customer engagement skills.
• Motivated to meet sales targets and deliver excellent customer outcomes.
• Committed to personal development and progression.
• Strong organizational skills to manage time effectively.
• Appropriate financial services qualifications.

What We Offer

• Up to 12% pension contributions, with company matching up to 6%.
• Free healthy breakfast and lunch when in the office.
• Life assurance at 4x salary.
• Personal Health Fund for optical, dental, health assessments, prescriptions, and activity tracking.
• Vitality Health Insurance with activity-based rewards.
• Discounted gym memberships.
• Monthly free cinema tickets at Vue and Odeon Cinemas.
• 50% off trainers at Runnersneed and 15% off full-priced items.
• And much more.

Our Promise to You

• Support to achieve your health goals.
• An inclusive environment to help you be your best.
• Flexibility in how, where, and when you work.
• Career development aligned with your strengths.
• A voice to influence our business growth.
• Opportunities to learn from successes and failures.
• A balance of challenge and support.
• Recognition through competitive salary and benefits.
• Support when needed.
• Opportunities to contribute positively to society.

We want you to feel a sense of belonging and support to be happy and healthy. Join us at Vitality for a dynamic, innovative work environment where your skills and enthusiasm are valued.