Protection Adviser — Hybrid, Grow Your Client Bank

Openwork Limited; Newport; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Competitive remuneration

Flexible working

Training and development

Compliance support

Build client bank

Administrative support

Marketing and leads

Collaborative environment

Recurring income

Job summary

Milecross Financial Solutions Limited seeks a motivated Protection Adviser to join a supportive, growth-driven team in Newport with hybrid working. You will build client relationships, provide tailored protection advice, and develop a sustainable advisory business with the Openwork Partnership.

You will benefit from flexible work arrangements, ongoing compliance support, and access to training and marketing resources to grow your client bank and recurring income.

Qualifications

• Strong communication and relationship-building abilities.
• Commitment to delivering excellent customer outcomes.
• Self-motivated with proactive business development approach.
• Good understanding of industry regulations and compliance.

Responsibilities

• Provide high-quality tailored financial advice to clients.
• Build and maintain long-term client relationships.
• Develop new business opportunities through referrals and networking.
• Manage client cases and records accurately and efficiently.
• Work in accordance with regulatory and Consumer Duty requirements.
• Promote services professionally within local community and network.
• Contribute to the growth and reputation of the business.

Skills

Communication skills

Relationship building

Business development

Regulatory knowledge

Professional ethics

Education

Industry qualifications

Job description

Milecross Financial Solutions Limited seeks a motivated Protection Adviser to join a supportive, growth-driven team in Newport with hybrid working. You will build client relationships, provide tailored protection advice, and develop a sustainable advisory business with the Openwork Partnership.

You will benefit from flexible work arrangements, ongoing compliance support, and access to training and marketing resources to grow your client bank and recurring income.