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- Tasks: Provide expert protection advice and manage client relationships effectively.
- Company: Join a dynamic team focused on Wealth Management and client satisfaction.
- Benefits: Enjoy flexible working hours and opportunities for professional development.
- Why this job: Make a real impact by helping clients secure their financial future while growing your career.
- Qualifications: Must be CII R01 and RO5 qualified with strong client review scores.
- Other info: Experience with Salesforce is a plus; resilience to change is essential.
The predicted salary is between 36000 - 60000 £ per year.
My client is seeking an experienced Protection Advisor to provide professional protection advice and guidance following the Wealth Management sales process and within regulatory guidelines. * To advise and arrange personal and business protection related products obtaining a full analysis of the clients’ needs and constructing an appropriate solution, reporting the recommendation standard. * Deal courteously and efficiently with any matters concerning clients/introducers/lenders or other product providers. * To engage with new leads and new customers efficiently and protectively. Review existing client’s circumstances and address as appropriate. * Ensure that all associated administration is completed in an effective manner to meet the company’s record keeping and file quality standards. * Develop appropriate business relationships and introducers within the area as well as developing current introducers and referrers. * Deal courteously and efficiently with any matters concerning clients/introducers/lenders or other product providers. * To be able to work to a target efficiently, maximising the potential of every lead. * Review personal performance and maintain continuous professional development. * Use the systems provided to generate competitive quotes for the customers. * Close the sale, handling customer objections where appropriate. * At all times operate within the FCA compliance requirements. * Maintain an excellent level of data accuracy/integrity within our CRM system (Salesforce or FLG experience is desirable). * To have a flexible approach to working hours to meet customer and business leads. * To carry out other any adhoc tasks/responsibilities as set out by Management The ideal candidate will: * Be a self-starter, organise and structure time and priorities to meet the business and customer needs. * Make yourself available to work outside normal office hours to meet the demands of the customer. * Resilience to process/procedure change * Maintain the highest level of professionalism. * Meet and exceed sales expectations. * Proactively approach customers to ensure their needs are met throughout the buying process. * Ensure each clients’ needs have been evaluated and recommendations made. Required skills: * Evidence of strong client review scores (eg. Google reviews / VouchedFor etc) * Farming an existing book of clients (Active / Live cases) * Undertaking annual reviews * Clients referred from business. * CII R01 and RO5 qualified
Protection Advisor employer: Hawk Brown Recruitment
Contact Detail:
Hawk Brown Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Advisor
✨Tip Number 1
Make sure to familiarize yourself with the Wealth Management sales process and regulatory guidelines. Understanding these frameworks will not only help you in your role but also demonstrate your commitment to compliance during interviews.
✨Tip Number 2
Network with professionals in the protection advice sector. Building relationships with introducers and referrers can give you insights into the industry and potentially lead to job opportunities.
✨Tip Number 3
Showcase your ability to handle customer objections effectively. Prepare examples from your past experiences where you successfully closed a sale despite challenges, as this is a key aspect of the role.
✨Tip Number 4
Highlight your experience with CRM systems, especially Salesforce or FLG. Being proficient in these tools will set you apart, as maintaining data accuracy and integrity is crucial for the position.
We think you need these skills to ace Protection Advisor
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Protection Advisor position. Understand the key responsibilities and required skills, and think about how your experience aligns with these.
Tailor Your CV: Customize your CV to highlight relevant experience in protection advice, client management, and sales. Use specific examples that demonstrate your ability to meet the expectations outlined in the job description.
Craft a Compelling Cover Letter: Write a cover letter that addresses why you are a great fit for the role. Mention your qualifications, such as being CII R01 and RO5 qualified, and provide examples of how you've successfully managed client relationships and met sales targets.
Highlight Compliance Knowledge: Since the role requires operating within FCA compliance requirements, make sure to mention any relevant experience or training you have in compliance and regulatory guidelines in your application.
How to prepare for a job interview at Hawk Brown Recruitment
✨Showcase Your Expertise
Be prepared to discuss your experience in providing protection advice. Highlight specific cases where you successfully analyzed client needs and constructed tailored solutions, demonstrating your understanding of the Wealth Management sales process.
✨Demonstrate Client-Centric Approach
Emphasize your ability to engage with clients courteously and efficiently. Share examples of how you've built strong relationships with clients and introducers, and how you handle objections while closing sales.
✨Highlight Compliance Knowledge
Familiarize yourself with FCA compliance requirements and be ready to discuss how you ensure adherence in your work. This shows that you understand the importance of regulatory guidelines in the protection advisory role.
✨Prepare for Performance Metrics Discussion
Be ready to talk about your past performance in meeting sales targets and client review scores. Provide evidence of your success in farming existing clients and conducting annual reviews, as this will demonstrate your capability to meet and exceed expectations.
