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Protection Adviser

Posted 3 hours 5 minutes ago by THE OPENWORK PARTNERSHIP

£30,000 - £60,000 Annual

Permanent

Full Time

Banking & Financial Services Jobs

West Midlands, United Kingdom

Job Description

This is a self employed role, based remotely.
What's in it for you?
Support from the team and opportunity to develop
Joining a growing, forward-thinking company known for its collaborative culture
Generous commission structure
No adviser fees
Remote work available from anywhere in the UK
Are you qualified a Protection adviser driven to provide tailored support to all clients?
Are you looking for the support and guidance to help you become successfully self-employed?
Are you an experienced adviser with a proven ability to self- generate leads, seeking a new home for your client bank where you can further develop your business?
Concept Financial Services are expanding, seeking experienced Protection Advisers who are dedicated to delivering exceptional, holistic advice and building lasting client relationships.
Operating on a self-employed basis, you will join Concept Financial Services, gaining access to comprehensive support and the opportunity to develop your expertise alongside a team with decades of combined experience
If you're experienced and passionate about helping people, then we'd love to hear from you
Responsibilities of the role:
Provide high-quality, client-focused advice aligned with individual needs and objectives
Analyse clients' financial situations to determine appropriate policy options
Utilise the training and support provided by Concept Financial Services and The Openwork Partnership
Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
Promote your services through networking and marketing, to grow your client base
This opportunity suits an experienced Protection Adviser, whether you're currently self-employed or looking to transition into a self-employed with your own client bank or ability to generate leads, role seeking a long term place to grow and succeed.
If you're looking for the next steps in your career but require greater support/leadership, this could be the right fit for you.

What will you need to succeed?

Strong track record of sales and building strong client relationships
Self motivated with excellent communication skills
Ambitious with entrepreneurial drive to develop your business network and client portfolio
Good knowledge of industry regulations and compliance standards

Why us?

Concept Financial Services are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

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