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Protection Advisor

Cheriva Group Ltd

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Location:
United Kingdom , Hampshire

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Category:
Finance

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Contract Type:
Not provided

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Salary:

32000.00 - 36000.00 GBP / Year
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Job Description:

Our client A trusted financial planning firm that offers tailored wealth management solutions as part of a prestigious advisory network. Are you a driven sales professional with a passion for financial services? Do you have a strong “why” that motivates you to succeed? If so, this could be the perfect opportunity to accelerate your career in financial advice. Position Overview: We are looking for a proactive and ambitious Financial Advisor to join our growing team. You will provide expert financial guidance, focusing on protection and holistic financial planning, while building long-term relationships with clients. This role offers a clear and structured pathway into wealth management, providing ongoing support, training, and development to help you build a long-term, successful career in financial advice.

Job Responsibility:

  • Provide tailored protection advice, including life insurance, critical illness cover, and income protection, ensuring clients have the right level of financial security
  • Conduct thorough fact-finding discussions to understand clients’ circumstances, goals, and potential vulnerabilities, aligning recommendations with their needs
  • Research and compare protection products from a comprehensive range of providers, ensuring competitive and high-quality solutions
  • Clearly explain policy features, benefits, and exclusions, empowering clients to make well-informed financial decisions with confidence
  • Maintain full compliance with FCA regulations and internal company standards, delivering advice with integrity and professionalism
  • Stay up to date with industry developments, insurer criteria changes, and product innovations to offer the most relevant and effective protection strategies

Requirements:

  • Sales background – Experience in a target-driven environment
  • Qualifications – A minimum of R01 and R05 completed, with at least part qualification towards Level 4 Diploma in Financial Planning
  • Protection experience – Some knowledge and experience in protection products, including life insurance, critical illness, and income protection
  • Career ambition – A strong desire to progress into wealth management and grow within the industry
  • Self-motivation – A clear internal drive and determination to succeed
What we offer:
  • Highly attractive salary progression with a clear, structured incentivised plan
  • Long-term financial security through ongoing training and development towards full Level 4 qualification
  • A proven and structured business model that supports career progression into wealth management
  • Comprehensive benefits package, including performance-based incentives and pension contributions
  • A dynamic and supportive team environment, working alongside experienced professionals in a thriving financial services firm

Additional Information:

Job Posted:
December 31, 2025

Employment Type:
Fulltime
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