Protection Consultant @ Tavistock Protect | Customer Service, Financial Advisory
Company Description
Tavistock Protect, part of the Tavistock Investments Group, operates as a leading provider of protection services with one of the largest protection panels in the industry. As part of an AIM‑listed financial services group managing over £5 billion in investments, Tavistock Protect offers quality service and competitively priced premiums with a client‑first approach. With services ranging across insurance, mortgages, pensions, investments, estate planning, and more, the group supports advisers in building a business within a business. Tavistock Protect emphasizes teamwork, providing comprehensive training, career progression opportunities, and support to empower advisers to achieve their professional goals. Join a collaborative team dedicated to fostering financial success.
Role Description
This full‑time hybrid role based in Newington offers flexibility for some remote work. As a Protection Adviser, you will provide expert advice on protection products and services tailored to client needs. Your responsibilities will include conducting consultations, analysing client financial situations, recommending appropriate protection solutions, and maintaining strong client relationships. You will work collaboratively within a team to ensure excellent service while meeting individual and team targets. The role provides a platform to drive your growth and develop valuable skills in the financial services sector under the support of Tavistock Protect.
Qualifications
* Strong understanding of financial services, including insurance, pensions, and investment products.
* Proficiency in client consultations, assessing needs, and providing tailored recommendations.
* Excellent sales and communication skills with the ability to build lasting relationships and achieve targets.
* Time management, organisational, and problem‑solving skills to handle client portfolios effectively.
* Experience in financial advising, customer service, or a related field is beneficial.
* Qualifications or willingness to pursue training through the Tavistock Investments Group training academy to obtain CeMAP or financial advisory certifications.
* Dedication to professional development and a passion for helping clients achieve their financial goals.
Seniority level
Entry level
Employment type
Full‑time
Industries
Insurance
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