Company Description
TR Financial Limited is dedicated to providing clients with quality, hands-on financial advice to assist, guide, and advise them at every stage. The company focuses on delivering value for money by thoroughly researching and selecting the best financial products for clients' needs. Based in Borehamwood, our knowledgeable and friendly team is committed to offering the best mortgage and protection advice tailored to each client's requirements.
Role Description
This is a full-time on-site role for a Protection Adviser at TR Financial Limited in Borehamwood. The Protection Adviser will be responsible for assessing clients' protection needs, offering tailored advice on insurance products, and ensuring clients have adequate coverage. The role involves analyzing financial situations, recommending suitable protection plans, and providing ongoing support and guidance to clients.
Attributes
* Excellent communication and interpersonal skills
* Strong analytical and problem-solving abilities
* Knowledge of insurance products and financial regulations
* Experience in financial advising or insurance industry
* Certification in financial planning or related field
* Ability to work collaboratively with clients and internal teams
* A passion for helping clients secure their financial future