Protection Adviser - London

Pure Resourcing Limited ,
London, Greater London
More Details
Job Type: Full-time
Salary: £25,000 per annum

Overview

Protection Adviser - London Our client, A market leading prestigious brand, needs little introduction, they deliver a diligent approach and quality service for which they are renowned throughout the world, helping finance private or commercial property transactions. With exciting growth plans this year, they specialise in large mortgages for main or second homes, Investment, Buy-to-let mortgages, Specialist Insurances, Commercial Finance, Private Office, Agricultural Finance, Equity Release, International Mortgages, You will base yourself from our clients prestigious, state of the art HQ in London which boasts a rooftop terrace overlooking London, subsidised Cafeteria, a Gym (Getting you back in shape for 2020) onsite GP & Dentist, A variety of client meeting rooms and much more Responsibilities: To complete a full Fact-Find on the CRM system to establish the client's current finances and future needs and preference, which demonstrates Knowing Your Client (KYC) and that the client is central to the advice and recommendation Explain the service clearly to a potential client from the outset, explaining the service we provide and our regulatory status as per the terms of business Provide the client with all required documentation as stated in the sales process Collecting and authenticating all documents required to support the advice and recommendation before submitting to a provider Ensuring that you follow the protection policy and procedure from initial client contact to placing policy on risk Embrace company values and promote them effectively alongside the brand. Ensuring all client communication is documented on the CRM system to provide full audit trail. Key Requirements: 2 years experience in a similar role Ability to communicate with others in a professional and helpful manner both face to face and on the telephone Good standard of English grammar, spelling and takes pride in presentation of work. Dedication, loyalty, diligence and efficiency. Punctual with a tidy manner. Well presented, have a clear speaking voice. Package: Superb, genuine lead source. Higher average case sizes than competitors based on HNW clients Up to £36k basic Commission A range of Benefits (inc Subsidised gym membership) £70k OTE This is a great opportunity for individuals to grow their career within the firm in 2020 and beyond

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