This is a self employed role, based remotely.
What's in it for you?
- Support from the team and opportunity to develop
- Joining a growing, forward-thinking company known for its collaborative culture
- Generous commission structure
- No adviser fees
- Remote work available from anywhere in the UK
Are you qualified a Protection adviser driven to provide tailored support to all clients?
Are you looking for the support and guidance to help you become successfully self-employed?
Are you an experienced adviser with a proven ability to self- generate leads, seeking a new home for your client bank where you can further develop your business?
Concept Financial Services are expanding, seeking experienced Protection Advisers who are dedicated to delivering exceptional, holistic advice and building lasting client relationships.
Operating on a self-employed basis, you will join Concept Financial Services, gaining access to comprehensive support and the opportunity to develop your expertise alongside a team with decades of combined experience
If you're experienced and passionate about helping people, then we'd love to hear from you
Responsibilities of the role:
- Provide high-quality, client-focused advice aligned with individual needs and objectives
- Analyse clients’ financial situations to determine appropriate policy options
- Utilise the training and support provided by Concept Financial Services and The Openwork Partnership
- Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
- Promote your services through networking and marketing, to grow your client base
This opportunity suits an experienced Protection Adviser, whether you're currently self-employed or looking to transition into a self-employed with your own client bank or ability to generate leads, role seeking a long term place to grow and succeed.
If you're looking for the next steps in your career but require greater support/leadership, this could be the right fit for you.