My client is seeking an experienced Advisor to provide professional protection advice and guidance following the Wealth Management sales process and within regulatory guidelines. To advise and arrange personal and business protection related products obtaining a full analysis of the clients’ needs and constructing an appropriate solution, reporting the recommendation standard. Deal courteously and efficiently with any matters concerning clients/introducers/lenders or other product providers. To engage with new leads and new customers efficiently and protectively. Review existing client’s circumstances and address as appropriate. Ensure that all associated administration is completed in an effective manner to meet the company’s record keeping and file quality standards. Develop appropriate business relationships and introducers within the area as well as developing current introducers and referrers. Deal courteously and efficiently with any matters concerning clients/introducers/lenders or other product providers. To be able to work to a target efficiently, maximising the potential of every lead. Review personal performance and maintain continuous professional development. Use the systems provided to generate competitive quotes for the customers. Close the sale, handling customer objections where appropriate. At all times operate within the FCA compliance requirements. Maintain an excellent level of data accuracy/integrity within our CRM system (Salesforce or FLG experience is desirable). To have a flexible approach to working hours to meet customer and business leads. To carry out other any adhoc tasks/responsibilities as set out by Management The ideal candidate will: Be a self-starter, organise and structure time and priorities to meet the business and customer needs. Make yourself available to work outside normal office hours to meet the demands of the customer. Resilience to process/procedure change Maintain the highest level of professionalism. Meet and exceed sales expectations. Proactively approach customers to ensure their needs are met throughout the buying process. Ensure each clients’ needs have been evaluated and recommendations made. Required skills: Evidence of strong client review scores (eg. Google reviews / VouchedFor etc) Farming an existing book of clients (Active / Live cases) Undertaking annual reviews Clients referred from business. CII R01 and RO5 qualified, otherwise will need to pass within 3 months of accepting offer