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- Tasks: Provide tailored financial protection advice and assess client requirements.
- Company: TR Financial, a dedicated team focused on personalised financial advice.
- Benefits: Flexible hybrid work, competitive earnings, and professional growth opportunities.
- Why this job: Make a real difference in clients' lives with expert financial guidance.
- Qualifications: Experience in financial advising and strong communication skills required.
- Other info: Join a supportive team and enjoy the freedom of self-employment.
The predicted salary is between 36000 - 60000 £ per year.
TR Financial is dedicated to providing clients with expert, personalised financial advice, ensuring that their needs are met with precision and care. By leveraging extensive experience, we help clients navigate important financial decisions, offering guidance at every step. Our approach prioritises delivering value for money and recommending the most suitable products for each individual. With a knowledgeable and approachable team, we focus on delivering tailored mortgage and protection advice that aligns with our clients’ specific goals and requirements.
This is a self employed hybrid role for a Protection Adviser based in Borehamwood, with provisions for some work-from-home flexibility. The Protection Adviser will provide tailored financial protection advice, focusing on clients' individual needs. Day-to-day tasks include:
- Assessing client requirements
- Conducting market research
- Recommending suitable protection products
- Ensuring regulatory compliance
This role requires building and maintaining strong relationships with clients to ensure long-term financial security and satisfaction.
Qualifications
- Experience in financial advising, life protection products, and understanding regulatory compliance
- Strong communication and interpersonal skills for advising clients and building professional relationships
- Proficiency in conducting research and analysing products to identify suitable solutions for clients
- Attention to detail, organizational skills, and ability to manage multiple client portfolios effectively
- Proficiency with financial software and tools; technical aptitude in industry platforms is an advantage
- Self-motivated with the ability to work independently and in a hybrid work environment
- Professional certifications in financial advising or related fields are highly desirable
- Previous experience in the mortgage or protection sector is a plus
Self Employed Protection Adviser in Borehamwood employer: TR Financial Limited
Contact Detail:
TR Financial Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self Employed Protection Adviser in Borehamwood
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join online forums. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial protection. This not only positions you as an expert but also attracts potential clients who need your services.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After meeting potential clients or contacts, drop them a quick message to thank them for their time. It keeps you on their radar and shows you’re genuinely interested in helping them.
✨Tip Number 4
Apply through our website! We’ve got a range of resources and support to help you land that self-employed Protection Adviser role. Plus, it’s a great way to show your enthusiasm for joining our team at TR Financial.
We think you need these skills to ace Self Employed Protection Adviser in Borehamwood
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Protection Adviser role. Highlight your financial advising background, especially in life protection products, to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing personalised financial advice and how your approach aligns with our values at TR Financial.
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application demonstrates your ability to build relationships. Use clear, concise language and don’t shy away from sharing examples of your interpersonal skills.
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 without any hiccups!
How to prepare for a job interview at TR Financial Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial advising and life protection products. Understand the latest market trends and regulatory compliance requirements, as this will show that you're not just familiar with the basics but also up-to-date with industry standards.
✨Build Rapport
Since this role is all about building strong relationships with clients, practice your communication skills. Think about how you can connect with potential clients during the interview. Use examples from your past experiences to demonstrate your interpersonal skills and how you've successfully advised clients before.
✨Showcase Your Research Skills
Be prepared to discuss how you conduct market research and analyse products. You might be asked to provide examples of how you've identified suitable solutions for clients in the past. Highlight your attention to detail and organisational skills by sharing specific instances where your research made a difference.
✨Demonstrate Self-Motivation
As this is a self-employed hybrid role, it's crucial to show that you can work independently. Share examples of how you've managed multiple client portfolios effectively and how you stay motivated while working from home. This will reassure them that you can thrive in a flexible work environment.
