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Self Employed - Protection Advisor

Spicerhaart

Fareham

On-site

GBP 60,000 - 80,000

Full time

22 days ago

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Job summary

A financial advisory firm in England is seeking an experienced Advisor to provide Protection advice and build client relationships. Candidates should have strong communication and interpersonal skills, coupled with experience in Financial Services sales. This role emphasizes exceptional customer service and the ability to assess financial situations. The firm offers flexibility, free training, and unlimited annual leave, making it an attractive position for growth and independence.

Benefits

Flexibility and independence
Endless earning potential
Free training
Unlimited annual leave

Qualifications

  • Proven experience as an Advisor with successful client outcomes.
  • Ability to assess clients' financial situations and recommend protection products.
  • Stay updated on industry trends.

Responsibilities

  • Provide expert Protection advice to clients.
  • Build and maintain relationships with clients and lenders.
  • Deliver exceptional customer service throughout the process.

Skills

Strong communication skills
Interpersonal skills
Financial Services sales experience
Understanding of compliance regulations

Education

RO5 qualified or equivalent
Job description
Responsibilities
  • Provide expert Protection advice to clients.
  • Assess clients' financial situations and recommend suitable protection products.
  • Build and maintain relationships with clients and lenders.
  • Stay updated on industry trends and regulations.
  • Deliver exceptional customer service throughout the process.

If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be.

Recruitment Agencies

To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise.

Qualifications
  • RO5 qualified or equivalent desirable but not essential.
  • Proven experience as an Advisor with a track record of successful client outcomes.
  • Strong communication and interpersonal skills.
  • Experience of Financial Services sales and understanding of compliance regulations.

Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website: https://www.spicerhaart.co.uk/about-us/our-people/staff-privacy-

Benefits
  • Flexibility and independence.
  • Control over business decisions.
  • Experienced support.
  • Endless earning potential.
  • Personal growth opportunities and innovation.
  • Direct rewards for effort.
  • Work-life balance.
  • Free training.
  • Unlimited annual leave!
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