TR Financial Limited is dedicated to providing personalized, hands‑on advice to help clients navigate important financial decisions. With extensive expertise, our team focuses on tailoring mortgage and protection solutions to meet each clients unique needs. Our commitment to research ensures we deliver value‑for‑money products, aligned with what clients truly require. We pride ourselves on a professional yet approachable atmosphere, striving to help clients achieve their financial goals with transparency and efficiency.
Company Description
TR Financial Limited is dedicated to providing personalized, hands‑on advice to help clients navigate important financial decisions. With extensive expertise, our team focuses on tailoring mortgage and protection solutions to meet each clients unique needs. Our commitment to research ensures we deliver value‑for‑money products, aligned with what clients truly require. We pride ourselves on a professional yet approachable atmosphere, striving to help clients achieve their financial goals with transparency and efficiency.
Role Description
We are seeking a Self‑Employed Protection Adviser for a full‑time hybrid role based in Borehamwood, with flexibility for some work from home. The role involves advising clients on tailored protection products to meet their specific needs, thoroughly understanding their financial situations, and providing ongoing support. You will be responsible for conducting detailed consultations, researching available products, maintaining client relationships, and ensuring compliance with industry standards. This role offers an excellent opportunity to grow your career while helping clients achieve financial security.
Qualifications
* Strong advisory skills with a focus on understanding client needs and delivering tailored protection solutions
* Experience in financial consultations and relationship management
* Solid knowledge of protection products, industry regulations, and compliance standards
* Proficient communication, interpersonal, and customer service skills
* Self‑motivated with excellent organizational and time‑management abilities
* Experience in the financial services industry, especially in protection advice, is advantageous
* Relevant qualifications in financial planning, insurance, or similar disciplines are beneficial
* Technological proficiency, including the use of financial CRM and office productivity tools
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