At a Glance
- Tasks: Advise clients on protection needs and manage cases for a smooth experience.
- Company: Join a growing SME in the financial services sector with a focus on client relationships.
- Benefits: Full-time role with opportunities for professional growth and development.
- Other info: Dynamic team environment with a focus on collaboration and client satisfaction.
- Why this job: Make a real difference in clients' lives by providing essential financial advice.
- Qualifications: Experience in protection advice and strong communication skills required.
The predicted salary is between 36000 - 60000 € per year.
Join to apply for the Protection Advisor/Financial Adviser role at Fram Search. Fram is working with a growing SME in the financial services sector that is continuing to develop its protection advice capability. The business provides advice across both personal and business protection and places a strong emphasis on clear recommendations, consistency of service, and long-term client relationships.
Responsibilities:
- Advise clients on income protection, life insurance, critical illness cover, and wider family and business protection needs.
- Manage protection cases from initial discussion through to placement, coordinating with colleagues and insurers to ensure a smooth client experience.
- Work with internal teams to understand underwriting outcomes and product suitability; support a core protection proposition integrated into the wider advice process.
- Collaborate with mortgage advisers and use internal referrals to focus on delivering appropriate, well-considered advice.
Qualifications / Experience:
- Several years of protection advice experience.
- Strong organisation and the ability to explain recommendations clearly and confidently.
- Right to work in the UK.
Job details:
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance and Customer Service
- Industries: Investment Management and Financial Services
Protection Advisor/Financial Adviser in Essex employer: Fram Search
Fram Search is an exceptional employer that prioritises employee development and fosters a collaborative work culture, making it an ideal place for Protection Advisors/Financial Advisers. With a strong focus on client relationships and a commitment to clear communication, employees benefit from ongoing training and support, ensuring they can provide top-notch advice in the financial services sector. Located in a dynamic SME environment, team members enjoy the advantages of working closely with colleagues and clients, contributing to meaningful outcomes in both personal and business protection.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Advisor/Financial Adviser in Essex
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its protection advice capabilities. Be ready to discuss how your experience aligns with their needs, especially in income protection and life insurance.
✨Tip Number 3
Showcase your organisation skills! During interviews, share examples of how you've managed protection cases smoothly from start to finish. This will demonstrate your ability to provide a seamless client experience.
✨Tip Number 4
Apply through our website! We make it easy for you to submit your application directly, ensuring it gets into the right hands quickly. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Protection Advisor/Financial Adviser in Essex
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Protection Advisor role. Highlight your experience in protection advice and any relevant qualifications. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial services and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Communication Skills:Since clear recommendations are key in this role, make sure your application reflects your ability to communicate effectively. Use straightforward language and structure your thoughts logically – we appreciate clarity!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Fram Search
✨Know Your Stuff
Make sure you brush up on your knowledge of income protection, life insurance, and critical illness cover. Be ready to discuss how these products work and how they can benefit clients. The more confident you are in your understanding, the better you'll be able to explain recommendations clearly.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you've successfully managed protection cases. Highlight your ability to coordinate with colleagues and insurers, as well as any instances where you've delivered exceptional client experiences. This will demonstrate your capability and fit for the role.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's approach to protection advice and how they integrate it into their wider services. This shows your genuine interest in the role and helps you assess if the company aligns with your values.
✨Demonstrate Team Collaboration
Since the role involves working closely with mortgage advisers and internal teams, be ready to discuss how you've collaborated in the past. Share examples that highlight your teamwork skills and how you’ve contributed to achieving common goals, ensuring a smooth client experience.
