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We are recruiting for a dynamic, fast-growing and forward-thinking firm within The Openwork Partnership. With a personal approach centred around their clients, they really listen and understand each individual whilst leveraging their expertise in the industry to deliver expert tailored recommendations.
Working within a growing and evolving business we are looking for individuals to raise the bar, with the drive and passion for protection advice to join an energetic and productive team.
About the Role
We are recruiting for an experienced Protection Specialist to join the firm on an employed basis. You will be able to enjoy the flexibility of remote working, as well as getting high-quality leads. This is your chance to be a key player in an ambitious team where your expertise will be recognised, and your career ambitions fully supported.
As an advisor you will play a crucial role in advising clients on a range of protection products including life insurance, critical illness cover, income protection and more. Working closely to understand the clients’ needs and provide bespoke recommendations.
The benefits of being a Protection Specialist:
- Basic salary of £35,000.
- OTE £52,000 to £70,000+
- Remote working.
- Leads provided.
- Company pension.
- Working hours Monday to Friday 9.30am to 6pm with regular early finishes on a Friday.
- 30 Days annual leave (inclusive of bank holidays), plus your birthday off.
- Bespoke training and developments plan with room for progression and to gain further qualifications.
Your responsibilities as a Protection Specialist will include:
- Conduct thorough assessments of clients’ protection needs.
- Provide expert advice and recommendations on suitable protection products.
- Grow and nurture strong relationships with clients.
- Keep up to date with industry trends and product knowledge and ensure compliance with industry regulations and company policies.
What will you need to succeed as a Protection Specialist:
- Minimum of 2 years' experience in a protection advisory role.
- Strong knowledge of protection products and the financial services industry.
- Excellent communication and organisational skills.
- Self-motivated with a results-focused approach.
- Enjoy working independently but thrive as part of a team.
This firm are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
