Company Description
Owl Financial is a UK-wide advice business focused on helping people secure the right level of financial protection. We pride ourselves on delivering a professional, face‑to‑face service with a strong emphasis on personalised advice. Our advisers are trained to a high standard, and the quality of advice is constantly assessed to ensure it meets strict guidelines. We offer a range of financial protection products from leading providers, including life cover, critical illness cover, accident protection, and income protection. Our team can also advise on home insurance, landlord’s cover, mortgages, and remortgages, and introduce you to specialist partners for commercial insurance, private medical insurance, Wills, and Lasting Power of Attorney. Owl Financial is a trading style of Openwork, one of the UK’s largest networks of financial advisers.
Role Description
This is a full‑time, on‑site role for a Protection Advisor, located in the Greater Northampton Area, United Kingdom. The Protection Advisor will be responsible for providing face‑to‑face financial protection advice to clients, assessing their individual needs, and recommending appropriate products. The role involves conducting client meetings, explaining product details, maintaining up‑to‑date knowledge of financial protection products, and ensuring compliance with regulatory guidelines.
Qualifications
* Strong communication, interpersonal, and customer service skills
* Experience in financial advice or a related field
* Knowledge of financial protection products (life cover, critical illness cover, accident protection, income protection)
* Ability to work independently and as part of a team
* Attention to detail and strong organizational skills
* Relevant qualifications in financial advice, such as a Diploma in Financial Planning or equivalent (desirable)
* Previous experience working within a regulatory environment (desirable)
Seniority Level
Entry level
Employment Type
Full‑time
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