Job Title: Protection Advisor
Location: Hampshire
Salary: Basic salary £32-£36k + Incentivised Bonus
Our client A trusted financial planning firm that offers tailored wealth management solutions as part of a prestigious advisory network.
Are you a driven sales professional with a passion for financial services? Do you have a strong “why” that motivates you to succeed? If so, this could be the perfect opportunity to accelerate your career in financial advice.
Position Overview: We are looking for a proactive and ambitious Financial Advisor to join our growing team. You will provide expert financial guidance, focusing on protection and holistic financial planning, while building long-term relationships with clients.
This role offers a clear and structured pathway into wealth management, providing ongoing support, training, and development to help you build a long-term, successful career in financial advice.
Key Responsibilities:
- Provide tailored protection advice, including life insurance, critical illness cover, and income protection, ensuring clients have the right level of financial security.
- Conduct thorough fact-finding discussions to understand clients’ circumstances, goals, and potential vulnerabilities, aligning recommendations with their needs.
- Research and compare protection products from a comprehensive range of providers, ensuring competitive and high-quality solutions.
- Clearly explain policy features, benefits, and exclusions, empowering clients to make well-informed financial decisions with confidence.
- Maintain full compliance with FCA regulations and internal company standards, delivering advice with integrity and professionalism.
- Stay up to date with industry developments, insurer criteria changes, and product innovations to offer the most relevant and effective protection strategies.
Preferred Qualifications & Skills:
- Sales background – Experience in a target-driven environment.
- Qualifications – A minimum of R01 and R05 completed, with at least part qualification towards Level 4 Diploma in Financial Planning.
- Protection experience – Some knowledge and experience in protection products, including life insurance, critical illness, and income protection.
- Career ambition – A strong desire to progress into wealth management and grow within the industry.
- Self-motivation – A clear internal drive and determination to succeed.
What We Offer:
- Highly attractive salary progression with a clear, structured incentivised plan.
- Long-term financial security through ongoing training and development towards full Level 4 qualification.
- A proven and structured business model that supports career progression into wealth management.
- Comprehensive benefits package, including performance-based incentives and pension contributions.
- A dynamic and supportive team environment, working alongside experienced professionals in a thriving financial services firm.
How to Apply: Interested candidates are invited to submit their CV and a cover letter detailing their relevant experience and why they are the ideal fit for this role.
Equal Opportunity Employer: Our client is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Chervia Group thanks all applicants for their interest; however, only those selected for an interview will be contacted.