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Job Title


Life Insurance Specialist


Company : Quilter Financial Planning


Location : truro, south west england


Created : 2025-04-11


Job Type : Full Time


Job Description

Harris Begley Financial Planning are one of Quilter Financial Plannings leading Mortgage, Protection and Wealth advice businesses based in the South West.They have been in business for over 20 years and have offices in Truro and Penzance with multiple Financial Planners, Mortgage & Protection Advisers and Administration support.They are offering an outstanding opportunity for a Protection Adviser to work on an Employed Basis Your duties will include:Provide high quality and professional Protection adviceFact-find effectively to establish the clients current finances, needs and future aspirations.Embrace company values and promote them effectively alongside the brand.Completing regular professional development and maintaining the level of knowledge required for the role.Outstanding customer outcomes are always our prioritySkills:A positive attitude and excellent team playerClient-orientated with high customer service skills and communicationThe ability to explain complex information clearly and simplyEnsuring that all necessary documentation is completed efficiently, precisely and within the required timeframesMinimum 2-5 years experienceBenefits:Basic Salary 22K-32K Depending on experience - OTE 40-60kQualified Referrals provided25 Days HolidayPensionDeath in Service x2 Salary