Hybrid Protection Adviser - Tailored Mortgage & Risk Advice

TR Financial Ltd; Borehamwood; Hybrid; GBP 30,000 - GBP 50,000; Full time

Job summary

A financial advisory firm is seeking a self-employed Protection Adviser based in Borehamwood. This hybrid role involves providing tailored financial protection advice that meets individual client needs. Responsibilities include assessing client requirements, conducting market research, and ensuring regulatory compliance. The ideal candidate will have experience in financial advising, strong communication skills, and proficiency with financial software. This position offers flexibility with work-from-home options.

Qualifications

• Experience in financial advising and life protection products.
• Strong communication and interpersonal skills.
• Ability to conduct research and analyze products.

Responsibilities

• Provide tailored financial protection advice to clients.
• Assess client requirements and conduct market research.
• Build and maintain strong relationships with clients.

Skills

Financial advising experience

Strong communication skills

Research proficiency

Attention to detail

Organisational skills

Self-motivated

Education

Professional certifications in financial advising

Tools

Financial software proficiency

Job description

A financial advisory firm is seeking a self-employed Protection Adviser based in Borehamwood. This hybrid role involves providing tailored financial protection advice that meets individual client needs. Responsibilities include assessing client requirements, conducting market research, and ensuring regulatory compliance. The ideal candidate will have experience in financial advising, strong communication skills, and proficiency with financial software. This position offers flexibility with work-from-home options.