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- Tasks: Provide face-to-face financial protection advice and assess client needs.
- Company: Owl Financial, a leading UK-wide advice business focused on financial protection.
- Benefits: Full-time role with opportunities for professional growth and development.
- Why this job: Make a real difference in people's lives by helping them secure their financial future.
- Qualifications: Strong communication skills and a passion for customer service; experience in financial advice is a plus.
- Other info: Join a supportive team with a focus on personal development and compliance.
The predicted salary is between 36000 - 60000 £ per year.
Company Description
Owl Financial is a UK-wide advice business focused on helping people secure the right level of financial protection. We pride ourselves on delivering a professional, face‑to‑face service with a strong emphasis on personalised advice. Our advisers are trained to a high standard, and the quality of advice is constantly assessed to ensure it meets strict guidelines. We offer a range of financial protection products from leading providers, including life cover, critical illness cover, accident protection, and income protection. Our team can also advise on home insurance, landlord’s cover, mortgages, and remortgages, and introduce you to specialist partners for commercial insurance, private medical insurance, Wills, and Lasting Power of Attorney. Owl Financial is a trading style of Openwork, one of the UK’s largest networks of financial advisers.
Role Description
This is a full‑time, on‑site role for a Protection Advisor, located in the Greater Northampton Area, United Kingdom. The Protection Advisor will be responsible for providing face‑to‑face financial protection advice to clients, assessing their individual needs, and recommending appropriate products. The role involves conducting client meetings, explaining product details, maintaining up‑to‑date knowledge of financial protection products, and ensuring compliance with regulatory guidelines.
Qualifications
- Strong communication, interpersonal, and customer service skills
- Experience in financial advice or a related field
- Knowledge of financial protection products (life cover, critical illness cover, accident protection, income protection)
- Ability to work independently and as part of a team
- Attention to detail and strong organizational skills
- Relevant qualifications in financial advice, such as a Diploma in Financial Planning or equivalent (desirable)
- Previous experience working within a regulatory environment (desirable)
Seniority Level
Entry level
Employment Type
Full‑time
Referrals increase your chances of interviewing at Owl Financial by 2x
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Protection Advisor employer: Owl Financial
Contact Detail:
Owl Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Advisor
✨Tip Number 1
Get to know the company inside out! Research Owl Financial and understand their values, products, and services. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your face-to-face communication skills. Since the role involves client meetings, we recommend doing mock interviews with friends or family. This will help you feel more confident when discussing financial protection products and addressing client needs.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider tips about the interview process and might even lead to a referral, which can double your chances of landing that interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows that you’re proactive and serious about joining Owl Financial as a Protection Advisor.
We think you need these skills to ace Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Protection Advisor role. Highlight your experience in financial advice and any relevant qualifications. We want to see how your skills match 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 protection and how you can contribute to our team. Keep it personal and engaging, just like our approach with clients.
Showcase Your Communication Skills: As a Protection Advisor, strong communication is key. In your application, demonstrate your ability to convey complex information clearly. We love candidates who can connect with people and make things easy to understand!
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’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Owl Financial
✨Know Your Products Inside Out
Make sure you have a solid understanding of the financial protection products you'll be discussing, like life cover and critical illness cover. Familiarise yourself with the details and benefits of each product so you can confidently explain them to potential clients.
✨Practice Your Communication Skills
Since this role involves face-to-face meetings, practice your communication and interpersonal skills. Role-play with a friend or family member to simulate client interactions, focusing on how to assess needs and recommend products effectively.
✨Stay Updated on Regulations
Brush up on the latest regulatory guidelines related to financial advice. Being knowledgeable about compliance will not only help you in the interview but also show that you're serious about maintaining high standards in your work.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences that highlight your customer service skills. Think of situations where you went above and beyond for a client, as this will demonstrate your commitment to providing personalised advice.