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Protection Financial Adviser

  • Location

    Bournemouth

  • Sector:

    Regulatory, Risk & Compliance

  • Job type:

    Contract

  • Salary:

    £350 - £450 per day

  • Contact:

    Jon Garrod

  • Contact email:

    jonathan.garrod@bwd-search.co.uk

  • Contact phone:

    08456000206

  • Job ref:

    JG080818

  • Published:

    7 months ago

  • Duration:

    6-12 months

  • Expiry date:

    2018-09-05

  • Startdate:

    2018-08-27

Are you an experienced protection adviser with with experience in a regulated advice role? Have you worked in quality assurance roles/remediation projects? Do you have experience of undertaking desk based advice? Then look no further!

In this contract role you will be working for a well-known financial services organisation, undertaking a remediation review of past protection advice, reaching conclusions as to the suitability of advice and any potential remediation required. Some of your duties will include:

  • Providing needs based advice to customers, where appropriate, on existing protection products held.
  • Make outbound calls to customers within the remediation project population and seek to positively engage them in the review process.
  • Provide detailed needs based advice on customer protection needs, identifying whether existing cover provided a suitable outcome for the customer and, where not, identifying appropriate remedial action to ensure a suitable customer outcome
  • Undertake desk based reviews of past advice, reaching (and documenting a clear rationale for) a decision as to whether that advice did, or did not, provide a suitable outcome for the customer.
Requirements:

  • Experienced protection adviser
  • Experienced working on a remediation review of past advice
  • Experience of undertaking desk based advice would be advantageous
  • CF1,2,3,4 (or equivalent), RO1 &/or R05 would be advantageous