Owl Financial is a UK-wide advice business dedicated to providing tailored financial protection solutions. We deliver professional, face-to-face services, offering personalized advice to ensure clients secure appropriate financial protection. Licensed to recommend products from top global providers, we specialize in life cover, critical illness cover, accident protection, and income protection, among other offerings. Our highly trained advisers operate within strict guidelines to maintain the quality and relevance of their advice. As part of Openwork, one of the UK’s largest financial adviser networks, we ensure a trustworthy and client-focused approach to financial wellbeing.
Role Description
This is a full-time, on-site role located in Kempston. The candidate will support clients by providing comprehensive financial advice tailored to their individual needs. Responsibilities include assessing client requirements, offering suitable financial protection plans, maintaining professional relationships, ensuring effective communication, and upholding regulatory compliance. Success in this role will involve active collaboration with other team members and providing a friendly, high-quality, client-centered service.
Qualifications
* Strong knowledge and experience in financial advisory, protection solutions, and product recommendations.
* Excellent interpersonal and communication skills to build relationships and provide clear consultations.
* Highly developed analytical and problem-solving abilities for assessing client needs and tailoring appropriate solutions.
* Organizational skills for managing appointments, reporting, and client records with attention to detail.
* Commitment to professional development, adherence to compliance standards, and ongoing skill enhancement.
* Proficiency in using relevant technologies and tools to support client engagement and portfolio management.
* Previous experience in financial services or a similar client-facing role is an advantage.
* Certifications in financial services or related fields would be beneficial.
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