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Protection Adviser

Recruit UK
Job LocationCardiff
EducationNot Mentioned
Salary40,000 - 60,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: Protection AdviserIndustry: Financial PlanningLocation: CardiffSalary: £40,000 - £60,000Job reference: 16444Recruit UK are working on an excellent opportunity for Protection Adviser in Cardiff to join one of the UKs leading and rapidly growing wealth management firms.Our client are pioneers in the dual professional, Financial Planning, and Investment Management model and have a highly developed client proposition. Within this role you will work with key clients to support their protection and annuity needs.They are seeking a confident, experienced professional to expand their desk based protection advice team. They are looking for confident financial services professionals who are looking to build their career as a specialist in this field.Duties will include, but not be limited to:

  • Build relationships and maintain them with new and existing clients
  • Be a point of contact for all client current and new business queries
  • Research and resolve all issues in a timely manner
  • Maintain client records
  • Prepare and issue advice reports
  • Request policy information from third party providers
  • Coordinate and produce client communications as part of the advice delivery and implementation process
  • Maintain client records and systems in accordance with internal compliance requirements
  • Prioritise workload to ensure all activities are timely, compliant, and conducted in a manner that will meet agreed performance standards
  • Deliver outstanding service to clients
  • Keep up to date with regulations, compliance and legislative obligations
Benefits:
  • Salary £40,000 - £60,000
  • Regular salary reviews and increase upon CAS
  • Clients provided
  • Career progression framework
  • Extensive benefits inc. bonus, pension, holiday allowance, group income protection
  • Comprehensive training
Skills and experience required:
  • Diploma in Financial Planning (required)
  • 2+ years working in Financial Services
  • Experience providing Protections advice
  • Knowledge of annuities
  • Client facing experience
About Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK are pleased to be working with a Financial Planning firm based in Cardiff on a Protection Advice role.

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