Protection Advisor
A fantastic opportunity has arisen to become a protection advisor for a global bank and be responsible for the protection needs of customers. Applicants must be regulated to give financial advice
Details
Customers need to be at the centre of what you do through the provision of sound financial advice to our customers to meet their financial protection needs. The ideal candidate will;
- Work closely with the Mortgage Advisers to ensure that all our borrowers are in an informed position about their protection and the appropriate solutions for their needs are offered to them.
· Develop a good working relationship with the branch teams to make sure a fantastic cross channel experience is offered
· Embrace the ethos of treating customer fairly and offer a in depth financial planning service to cover the customers protection needs
· Be responsible for and competent in, advising, servicing and building customer relationships by providing solutions through our protection and banking proposition.
- Ensure all regulatory procedures and followed and remains fully complaint
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