Protection Advisor - Doncaster, United Kingdom - Jobs Butler
Description
Protection Advisor
Our client is one of the UK's fastest growing businesses within their industry. They are now looking for a Protection Advisor to join their growing team.
PRIMARY ROLE
- To offer professional Protection advice solutions accordance with FCA regulations, providing the most suitable protection advice for the company's clients.
- The delivery of a firstclass customer journey by maximising customer satisfaction and conversion through providing "right customer outcomes".
GENERAL RESPONSIBILITIES
- Factfind effectively to establish the client's current situation and secured lending, high attention to detail to make sure all relevant information is noted.
- Provide high quality professional independent Protection advice and explain different types of protection available.
- To organise your calendar with customers and providers.
- Manage your own workflows to fulfil your everyday duties.
- Ensure all regulatory documentation completed within the required timescales.
- To maintain knowledge of the financial services industry.
- Keep up to date with new protection products and changes in providers criteria.
- Meeting performance targets.
- Embrace company values and promote them effectively alongside the company brand.
- Proactively preempt issues with regards to customers and resolve problems arising.
- Understand what Treating Customers Fairly (TCF) means and embed this fully within your work.
- Attend internal or external meetings as required.
Job Types:
Full-time, Permanent
Salary:
From £30,000.00 per year
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Ability to commute/relocate:
- Doncaster,
South Yorkshire:
reliably commute or plan to relocate before starting work (required)
Experience:
- Protection advisory: 3 years (preferred)
- Financial industry: 3 years (preferred)
Licence/Certification:
- finance qualification (preferred)
Work Location:
One location
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