Financial Adviser jobs in Maesteg
Insurance Advisor
Hiring multiple candidatesAssura Protect ServicesSwansea SA1 3LWTypically responds within 3 daysEmployerActive 9 days ago- Join Our Team as a Life Insurance Advisor at Assura Protect.
- Are you an experienced insurance professional seeking a dynamic and rewarding opportunity?
PARAPLANNER
Urgently neededRomilly FinancialHybrid work in Penarth CF64 2ALTypically responds within 4 daysEmployerActive 9 days ago- Review all gathered information and conduct financial analysis to generate reports and recommendations for adviser discussions.
- Early 1pm finish on a Friday.
- Hugh JamesCardiff·
- Our independent financial advisers provide bespoke solutions on all aspects of financial planning for both private and corporate clients including but not…
- View all Hugh James jobs - Cardiff jobs - Financial Advisor jobs in Cardiff
- Salary Search: IFA Administrator - Independent Financial Advisers salaries in Cardiff
- See popular questions & answers about Hugh James
- BPU Chartered AccountantsCardiff·
- As one of Wales’ leading independent firms of Chartered Accountants, BPU has a proven track record of success in helping clients across all sectors to achieve…
- View all BPU Chartered Accountants jobs - Cardiff jobs - Tax Advisor jobs in Cardiff
- Salary Search: Tax Adviser salaries in Cardiff
- M&CoCardiff·
- Operate till and handle financial transactions.
- A minimum of 9 hours per week.
- This is a permanent, part time vacancy that will close in 3 days at 23:59 GMT.
- View all M&Co jobs - Cardiff jobs - Sales Advisor jobs in Cardiff
- Salary Search: Sales Adviser/Retail Advisor salaries in Cardiff
- See popular questions & answers about M&Co
- Spicerhaart1.9United Kingdom
- Mortgage & Protection Adviser - work from home with lead source provided.
- What you need to bring to the table.
- CeMAP qualification or industry equivalent.
- Menzies LLPCardiff·
- ✔️ Able to explain financial information in an accessible and supportive manner.
- They specialise in helping financially distressed businesses regain their…
- AzetsCardiff·
- You will assist with tax computations, handle client queries and gather relevant financial information.
- Azets are a leading firm of Accountants and Business…
- View all Azets jobs - Cardiff jobs
- Salary Search: Personal Tax Opportunities - Cardiff salaries
- See popular questions & answers about Azets
View similar jobs with this employerBenefact GroupHybrid work in Llanelli·- Benefact Group is a unique international financial services Group made up of over 30 businesses.
- Salary: Starting from £23,000.00 (depending on experience).
- View all Benefact Group jobs - Llanelli jobs - Insurance Advisor jobs in Llanelli
- Salary Search: Trainee Insurance Adviser salaries in Llanelli
View similar jobs with this employerMortgage IntelligenceCardiff·- J W Homes Financial Services are looking for a trainee mortgage adviser to join their growing and friendly team in Cardiff.
- Benefact GroupHybrid work in Llanelli·
- Benefact Group is a unique international financial services Group made up of over 30 businesses.
- Salary: Starting from £25,000.00 (depending on experience).
- View all Benefact Group jobs - Llanelli jobs - Liaison jobs in Llanelli
- Salary Search: Client Liaison Adviser salaries in Llanelli
- AzetsCardiff·
- Prepare statutory financial statements from client data and highlight high level risk areas or matters of concern to the Partner/Manager whilst using a…
- View all Azets jobs - Cardiff jobs - Senior Auditor jobs in Cardiff
- Salary Search: Audit Senior salaries in Cardiff
- See popular questions & answers about Azets
- Talent Chief LtdHybrid work in Cardiff·
- Act as a trusted adviser, offering recruitment solutions tailored to their requirements.
- Job Title: Senior Recruitment Consultant.
- A salary of up to £35k.
- View all Talent Chief Ltd jobs - Cardiff jobs - Erp Consultant jobs in Cardiff
- Salary Search: SAP / ERP Recruitment Consultant salaries in Cardiff
- Smart Money Cymru Community BankCaerphillyEmployerActive 7 days ago·
- Smart Money Cymru Community Bank is a progressive and growing financial cooperative providing affordable, ethical finance and banking services to communities in…
View similar jobs with this employerAzetsCardiff·- You will assist with tax computations, handle client queries and gather relevant financial information.
- Are you interested in working for a rapidly evolving…
- View all Azets jobs - Cardiff jobs - Tax Assistant jobs in Cardiff
- Salary Search: Personal Tax Assistant salaries in Cardiff
- See popular questions & answers about Azets
Job Post Details
Insurance Advisor
Job details
Pay
- £30,000 - £80,000 a year
Job type
- Full-time
Shift and schedule
- Day shift
- Monday to Friday
Location
BenefitsPulled from the full job description
- Canteen
- Company events
- Company pension
- Employee discount
- Life insurance
- Store discount
Full job description
Full job description
Join Our Team as a Life Insurance Advisor at Assura Protect
Are you an experienced insurance professional seeking a dynamic and rewarding opportunity? Assura Protect, a leading specialist in comprehensive insurance solutions, is expanding our team and looking for motivated individuals who thrive in a fast-paced environment.
About the Role:
As a Life Insurance Advisor, you will engage with clients over the phone, offering tailored services to meet their unique insurance needs. We are dedicated to providing exceptional service and are seeking candidates who share our commitment to client satisfaction.
Key Qualifications:
- Confidence: Ability to engage clients effectively and build trust.
- Excellent Telephone Manner: Professional and personable communication skills.
- Resilience and Determination: Persistent and goal-oriented mindset.
- Experience: Minimum of 1 years in life insurance.
About us:
We are a dynamic and forward-thinking insurance provider specialising in protection products. Our mission is to empower individuals and families by offering tailored insurance solutions that provide peace of mind.
Role Overview:
- Position: Protection Insurance Adviser - Life Insurance.
- Location: Princess house, Swansea. SA1 3LW
- Start Date: Monday 6th January 2025.
- Compensation: Basic salary of £30,000 - £40,000 (depending on experience) Salary + Commission. OTE - £60,000 to £80,000 per year.
- Industry: Insurance and Financial Services
Responsibilities:
- Client Consultations: Engage with clients to understand their protection needs, asses risk, and recommend suitable insurance products.
- Sales and relationship building: Convert warm leads into clients, and maintain long-term relationships.
- Product expertise: Stay informed about the latest protection products , industry trends, and regulatory changes.
- Compliance: Adhere to all compliance guidelines and ethical standards.
Qualifications:
- Experience: Previous industry experience as a Life insurance Advisor is desirable but not essential. in a target driven role is necessary.
- Motivated Self- Starter: You're driven by results and thrive in a performance based environment.
- Excellent Communication: Strong verbal and written communication skills.
- Adaptability: Ability to adapt to changing market conditions and client needs.
- Certifications: Relevant insurance certification (e.g. RO5, CeMAP, CeRER, CertPro) are advantageous but not essential.
Why Join Us?
- Uncapped Earnings: Your hard work directly impacts your income.
- Supportive Team: Collaborate with experienced professionals who value your success.
- Training and Development: Continuous learning opportunities to enhance your skills.
- Client Base: Access to new warm leads and existing client database.
Job Type: Full-time
Pay: £30,000.00-£80,000.00 per year
Additional pay:
- Commission pay
- Performance bonus
Benefits:
- Canteen
- Company events
- Company pension
- Employee discount
- Life insurance
- Store discount
Schedule:
- Day shift
- Monday to Friday
Work Location: In person