Company Description
Safeguard Financial Services Ltd, based in Gateshead, Tyne & Wear, specializes in providing expert advice on New Build Mortgages, re-mortgages, buy-to-let mortgages, and mortgage protections. Dedicated to finding the best solutions tailored to clients' needs, we offer a free initial financial review to help clients make informed decisions. With flexible payment options and a commitment to excellent service, we ensure accessibility and convenience. Our friendly team operates seven days a week and provides home visits by appointment to better serve our clients.
Role Description
We are seeking a full-time, on-site Protection Adviser to join our team at Safeguard Financial Services in Gateshead. The Protection Adviser will assist individuals and families in exploring and selecting suitable protection products such as life insurance, income protection, and critical illness cover. The role involves conducting client consultations, assessing individual needs, delivering expert recommendations, preparing financial reports, and providing ongoing support to address clients' protection requirements. Building strong relationships with clients and ensuring clear communication is a central aspect of this position.
Qualifications
* Strong understanding of financial products, including life insurance, income protection, and critical illness cover
* Excellent communication, interpersonal, and client relationship management skills
* Organizational and multitasking abilities to coordinate diverse client portfolios effectively
* Proficiency in financial consultation, analysis, and creating tailored recommendations based on individual needs
* Attention to detail to ensure accuracy in financial reports and documents
* Previous experience or qualifications in financial planning, insurance advice, or a related field preferred
* Ability to work independently and as part of a team in an on-site environment at our Gateshead location
Seniority Level
Entry level
Employment Type
Full-time
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