Protection Advisor

Recruiter
Anonymous
Location
Warwickshire
Salary
30000.00 - 35000.00 GBP Annual + GBP30000 - GBP35000/annum
Posted
28 Mar 2019
Closes
25 Apr 2019
Job Type
Consultant
Contract Type
Permanent
An award-winning financial company based in Coventry is going through tremendous growth and are looking to expand their team with an experienced Protection Advisor. You will be working for a fantastic company that have been established for over 30 years and offer genuine career progression and plus excellent benefits.

You will be joining a company that have recently been equity backed and have exciting plans to float on the stock market over the next 4 years.

Our client prides themselves on financial advice which adds benefit and value to their clients. You will be expected to deliver financial advice on pensions, investments, insurance and groups schemes while achieving a targeted level of fee income.

Duties for the Protection Advisor:

* Providing advice and customised recommendations to help our clients reach their financial goals

* Consulting with clients on investments strategies and products suitable or their needs

* Placing the financial well-being of the client as paramount

* Disclosing all information about an investment, avoiding conflicts of interest

* Conducting in-depth reviews of current financial circumstances, current provision and future aims

* Meeting the standards set out in the Training and Competency Programme

* Keeping up to date with all changes to legislation with respect to the Freelance Contractors and Interim manager's industry sector

Skills for the Protection Advisor:

* We would like to hear from you if you have experience as a: Protection Advisor or Consultant, Investment Consultant, Pensions Advisor or similar

* Ideally you will have 2 years' experience of providing advice on financial services and products

* Is it essential you have either CeMAP, RO1 or equivalent

* Level 4 Dip FA

* Previous experience of working within a compliance regulated environment

* Strong knowledge of pension and investment products

* Strong organisational and time management skills

The Package for the Protection Advisor:

* GBP25,000 - GBP27,000

* Annual bonus/performance bonus - average GBP1,000 - GBP3000 per month

* 5% employer pension contribution

* 25 days' annual leave

* Healthcare and Travel Insurance

* Birthday off

* Study Support

* Structured Training

* Free parking

* Employee Discount Scheme

Please click apply with your up to date CV