Protection Advisor
Working Hours
Monday to Thursday: between the hours of 9 AM - 7 PM
Friday: 9 AM - 3 PM (40 hours total)
Primary Role
* To provide professional protection advice solutions in accordance with FCA regulations, ensuring the delivery of the most suitable protection advice for the company’s clients.
* Deliver a first-class customer journey by maximising customer satisfaction and achieving "right customer outcomes."
General Responsibilities
* Conduct effective fact-finding to fully understand the client’s current situation and financial needs, paying close attention to detail to capture all relevant information.
* Offer high-quality, professional independent protection advice and explain various types of protection available.
* Organise your calendar effectively, coordinating with both customers and providers.
* Manage personal workflows to ensure all daily duties are completed efficiently.
* Ensure all regulatory documentation is completed within required timescales.
* Maintain up-to-date knowledge of the financial services industry.
* Stay informed about new protection products and changes in provider criteria.
* Consistently meet performance targets.
* Embrace and promote the company’s core values.
* Proactively identify and resolve issues related to customers.
* Fully understand and implement Treating Customers Fairly (TCF) principles in all aspects of work.
* Attend internal and external meetings as required.
Salary Expectations
£30,000 basic up to £55,000 OTE, plus a Monthly Commission Structure
Benefits
* Health Benefits: Cash Plan with Westfield Health
* Wellbeing Support: Access to free therapy sessions
* Financial Flexibility: Cash advance facility through Fast PAYE
* Sustainability & Fitness: Cycle-to-work scheme
* Lifestyle Perks: Fresh fruit delivered weekly
* Convenience: Onsite parking
* Team Incentives: End-of-quarter events and incentives
* Career Growth: Clear progression opportunities
Job Type: Full-time
Pay: £30,000.00-£55,000.00 per year
Benefits:
* On-site parking
Schedule:
* Monday to Friday
Experience:
* FCA Regulations: 3 years (preferred)
* Protection Advice: 3 years (preferred)
Licence/Certification:
* CeMap (required)
Work Location: In person
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