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 Slough 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 achieve a Level 4 qualification within a supportive environment. Enjoy the flexibility of working from home or the office, and benefit from a competitive salary structure with potential bonuses, all while being part of a collaborative team that values integrity and ambition.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Adviser in Slough
✨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 articulate 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’re always on the lookout for passionate advisers. By applying directly, you’ll have a better chance of standing out and getting your foot in the door. Plus, we love seeing candidates who take the initiative!
We think you need these skills to ace Protection Adviser in Slough
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 passionate about becoming a Protection Adviser and how you plan to achieve that Level 4 qualification with our support.
Showcase Your Client Focus:Since this role is all about client relationships, make sure to showcase your client-focused approach in both your CV and cover letter. Share examples of how you've successfully advised clients in the past and how you plan to continue doing so with us.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from 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 prepared.
✨Showcase Your Experience
Be ready to discuss your previous experience as a Protection Adviser or Mortgage & Protection Adviser. Prepare examples of 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.
✨Highlight Your Ambition
Since the role requires achieving a Level 4 qualification within 12 months, express your eagerness to learn and grow. Share your career goals and how you see this position helping you achieve them, which will resonate well with the interviewers.
