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: Competitive salary, bonus potential, remote work options, and ongoing training.
- Other info: Flexible working arrangements and strong career progression opportunities.
- 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 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 opportunity to work flexibly from home or the office. Benefit from the support of experienced management and a robust network, ensuring you thrive as a Protection Adviser while enjoying a competitive salary and bonus structure.
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 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 open positions.
✨Tip Number 2
Prepare for interviews by practising common questions related to client advising. Think about how you would handle different client scenarios and be ready to showcase your problem-solving skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It shows professionalism and keeps you on their radar.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We love seeing applications directly from candidates who are eager to join our team and grow with us.
We think you need these skills to ace Protection Adviser
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 necessary updates. Plus, it shows you're keen on joining 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, especially those relevant to the role. This will not only help you answer questions confidently but also show that you're genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past experience as a Protection Adviser or Mortgage & Protection Adviser. Think about challenges you've faced, how you overcame them, and the positive outcomes for your clients. This will demonstrate your ability to handle real-world situations effectively.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, training opportunities, and how they support advisers in their development. This shows that you're not just looking for any job, but that you're genuinely interested in growing with them.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm is looking for someone who demonstrates integrity and competitiveness, so be honest about your ambitions and how you see yourself fitting into their team. Authenticity can make a lasting impression!
