Protection Specialist

Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base.

Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building trust, providing peace of mind and always having the clients’ interest at the heart of everything.

They are offering an outstanding opportunity for a Protection Adviser to work on a Self-Employed Basis

Your duties will include:

Provide high quality and professional Protection advice.

Fact-find effectively to establish the client’s current finances, needs and future aspirations.

Embrace company values and promote them effectively alongside the brand.

Completing regular professional development and maintaining the level of knowledge required for the role.

Outstanding customer outcomes are always our priority.

Skills:

CeMAP or relevant qualification.

A positive attitude and trustworthy ethos.

Client-orientated with high customer service skills and communication.

The ability to explain complex information clearly and simply.

Ensuring that all necessary documentation is completed efficiently, precisely and within the required timeframes in line with company processes.