Protection Advisor — Client-Focused Financial Planning

Switch Recruitment; Colchester; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial services organization in Colchester is seeking motivated Protection Advisors to join its growing team. In this role, you will conduct in-depth reviews of clients' financial circumstances, prepare tailored plans, and guide clients in making informed decisions. Ideal candidates will have experience in financial services or insurance, with a competitive salary of £25-30k and an excellent commission structure. Professional qualifications in finance would be beneficial but are not mandatory.

Benefits

Competitive salary

Commission structure

Qualifications

• Experience in financial services, banking, or insurance is essential.
• Ability to offer advice or sell protection, insurance, or mortgage products.
• Professional qualifications are desirable but not mandatory.

Responsibilities

• Conduct in-depth reviews of clients' financial and protection situations.
• Prepare plans tailored to individual requirements.
• Stay updated with market changes and new legislation.
• Assist clients in making informed decisions.

Skills

Client communication

Financial analysis

Motivation

Job description

A financial services organization in Colchester is seeking motivated Protection Advisors to join its growing team. In this role, you will conduct in-depth reviews of clients' financial circumstances, prepare tailored plans, and guide clients in making informed decisions. Ideal candidates will have experience in financial services or insurance, with a competitive salary of £25-30k and an excellent commission structure. Professional qualifications in finance would be beneficial but are not mandatory.