Protection Advisor Job at Cheriva Group Ltd (Hampshire)

Protection Advisor

Cheriva Group Ltd

Location:
United Kingdom , Hampshire

Category:
Finance

Contract Type:
Not provided

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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