At a Glance
- Tasks: Advise clients on protection and mortgage options while building your expertise.
- Company: Established financial planning firm with over 20 years of client service.
- Benefits: Flexible working options, competitive salary, bonuses, and ongoing training.
- Other info: Great career progression opportunities with a leading UK financial services network.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Experience in client advising and a desire to achieve Level 4 qualification.
The predicted salary is between 26000 - 53000 £ per year.
This is a great opportunity for an Adviser with a client focused Financial Planning firm. Based in Glasgow, they have been advising and servicing their clients for over 20 years.
The successful applicant will have some experience advising clients as a Protection Adviser or a Mortgage & Protection Adviser, conducting reviews and providing advice. You will now want to achieve a Level 4 qualification within 12 months, with our support, while building your experience of dealing with clients.
There is the option to work from home or from our office, with our advisers using both arrangements. You will benefit from the support of experienced management and administration teams. Ongoing training is offered, based on your personal development needs, to ensure you are competent and confident in dealing with clients.
Your business development will be supported by our network, Quilter Financial Planning, a leading UK financial services business. Meetings may be completed remotely, although we also meet clients face-to-face by agreement with individual clients who live throughout the UK, many of whom are based in Scotland.
Should you be able to demonstrate integrity, be highly competitive, and be keen to progress as an adviser with real support and guidance, this position could be an excellent opportunity for you.
We offer either a self-employed contract (with an initial draw) or an employed package with benefits. For an employed adviser, this would be a £26k pa salary + bonus = £53k pa OTE. For a self-employed adviser, this would be £64.8k pa OTE (initial financial support is available).
To apply, please submit your CV plus covering mail (explaining your current situation and your objectives for your future).
Protection Adviser in London employer: Henderson & Stone
Join a client-focused Financial Planning firm in Glasgow that has been dedicated to serving its clients for over 20 years. With a strong emphasis on employee development, you will receive ongoing training tailored to your personal growth needs, alongside the support of experienced management and administration teams. Enjoy the flexibility of working from home or the office, while being part of a network that champions your success as a Protection Adviser.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Adviser in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who are already working as Protection Advisers. They can provide insider tips and might even refer you to opportunities that aren't advertised.
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or clients, make sure you can clearly explain your experience and what you bring to the table. Confidence is key, so rehearse until it feels natural.
✨Tip Number 3
Don’t shy away from online platforms! Use LinkedIn to showcase your skills and connect with industry professionals. Join relevant groups and participate in discussions to get noticed by recruiters looking for someone just like you.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your enthusiasm and commitment to joining our team. Don’t miss out on this opportunity!
We think you need these skills to ace Protection Adviser in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Protection Adviser role. Highlight any relevant experience you have in advising clients, especially in protection or mortgage advice. 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! Explain your current situation and future objectives clearly. Let us know why you're excited about this opportunity and how you can contribute to our team. Keep it personal and engaging!
Showcase Your Qualifications:If you have any qualifications related to financial planning or protection advice, make sure to mention them. If you're working towards your Level 4 qualification, let us know! We love seeing candidates who are eager to learn and grow.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the info you need about the role. Plus, it shows you're keen to join our team!
How to prepare for a job interview at Henderson & Stone
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and protection advice. Familiarise yourself with the latest trends in the industry, as well as the specific services offered by the firm. This will show that you're genuinely interested and ready to contribute.
✨Showcase Your Experience
Be prepared to discuss your previous experience as a Protection Adviser or Mortgage & Protection Adviser. Use specific examples to illustrate how you've successfully advised clients and conducted reviews. This will help demonstrate your capability and confidence in dealing with clients.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm's approach to client service and ongoing training opportunities. This not only shows your enthusiasm for the role but also helps you gauge if the company is the right fit for you.
✨Demonstrate Your Drive
Express your eagerness to achieve the Level 4 qualification within 12 months and how you plan to utilise the support offered by the firm. Highlight your competitive nature and desire for personal development, which aligns with their values.
