At a Glance
- Tasks: Provide top-notch protection advice and build your own client network.
- Company: Join Forge Financial Solutions, part of a leading financial advice network.
- Benefits: Flexible remote work, full training, and generous commission splits.
- Other info: Be part of a community-focused company with strong ties to charities.
- Why this job: Make a real difference while growing your career in a supportive environment.
- Qualifications: Customer-focused attitude and excellent communication skills; experience is a plus.
The predicted salary is between 30000 - 40000 € per year.
This is a self-employed role, based remotely.
What's in it for you?
- All leads provided throughout
- Full training, guidance and support to help you create your own network and client book
- Commission splits of 50/50 for leads provided and 60/40 in your favour for any self-generated leads
- Fully flexible remote working
Are you an experienced protection adviser or a passionate new adviser looking for a new place to call home? Are you looking for the support and guidance to help you become a successful protection adviser? Forge Financial Solutions are recruiting multiple protection advisers to join their existing team to help continue the first-class protection advice they provide their clients.
Working on a self-employed basis you will be provided with full leads along with the support and guidance for you to start generating your own network and client book. If you are passionate about helping people, then you’re who we want to talk to.
Your responsibilities will include:
- Providing first class advice to the clients of Forge Financial Solutions and your own network
- Liaising with lenders and providers to gather information
- Committing to the training provided by Forge Financial Solutions and The Openwork Partnership
- Adhering to the regulations of mortgage advice
- Completing all administration tasks where needed
This role would suit you if you’re new to the industry but haven’t found that place to call home. If you’re an experienced adviser wanting a change or if you don’t have the support where you are and want to grow, then this is a role for you.
What will you need to succeed?
- Experienced in advising on protection policies ideal but not essential
- A customer focused attitude
- Excellent organisational skills
- Excellent communication skills, both verbal and written
- Be able to comfortably work self-employed
Why us?
Forge Financial Solutions are part of The Openwork Partnership, who are one of the UK’s 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.
Protection Adviser employer: Forge Financial Solutions Ltd
Forge Financial Solutions offers an exceptional opportunity for protection advisers, providing full training, support, and a flexible remote working environment. As part of The Openwork Partnership, you will benefit from a strong network, generous commission splits, and a commitment to employee development through their dedicated Business School. Join a company that values community involvement and empowers you to build your own client book while receiving the guidance needed to succeed in your career.
Contact Detail:
Forge Financial Solutions Ltd Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Protection Adviser
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the lookout for opportunities. You never know who might have a lead or a recommendation that could land you the perfect role.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your skills and connect with industry professionals. Join groups related to protection advice and engage in discussions to get noticed.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by rehearsing common questions and scenarios you might face as a protection adviser. The more confident you are, the better you'll perform!
✨Tip Number 4
Apply through our website! We’ve got all the resources you need to succeed, and applying directly can give you an edge. Plus, it shows you’re serious about joining our team at Forge Financial Solutions.
We think you need these skills to ace Protection Adviser
Some tips for your application 🫡
Show Your Passion:When writing your application, let your passion for helping people shine through. We want to see that you genuinely care about providing first-class advice and making a difference in clients' lives.
Tailor Your Application:Make sure to customise your application to highlight your relevant experience and skills. Whether you're an experienced adviser or just starting out, we want to know how you fit into our team and what you can bring to the table.
Be Clear and Concise:Keep your application clear and to the point. Use straightforward language and avoid jargon. We appreciate good communication skills, so show us you can express your thoughts effectively in writing.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Forge Financial Solutions Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of protection policies and the financial advice industry. Being able to discuss specific products and their benefits will show that you're serious about the role and can provide first-class advice to clients.
✨Show Your Passion
Since this role is all about helping people, let your passion shine through during the interview. Share personal stories or experiences that highlight your commitment to client care and how you’ve made a difference in others' lives.
✨Ask Smart Questions
Prepare some thoughtful questions about the company and its training programmes. This not only shows your interest but also helps you gauge if Forge Financial Solutions is the right fit for you. Think about what support you’ll need to grow your own network.
✨Demonstrate Flexibility
As this is a self-employed role, emphasise your ability to work independently and manage your time effectively. Share examples of how you've successfully balanced multiple tasks or projects in the past, showcasing your organisational skills.
