WORK WITH US

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Location: Home working positions available throughout UK

Income Expectations: circa £50,000+ (Uncapped, commission only)

Contract: Self employed

3 Pillars Financial Planning is a vision realised through life, work experience, continuous effort, learning and more so a passion for the financial protection sector. We are a new brand that wants to “change” the way clients see advisers and financial protection products and to be regarded as an authority in our sector.

The role of Financial Protection Advisor is a role that matters. A role that can ensure the financial stress of the unexpected can be mitigated. A role that changes lives.

By joining us you can expect to:

• Have the freedom to manage your own business and reap the rewards of being self-employed whilst still being part of a team where you can shape the future of our business. Your opinion matters.
• Benefit from NO FEES! Unlike many other protection firms, we do not levy any fees and cover costs including, compliance, liability insurance, software etc, leaving you to concentrate on what matters.... protecting your clients.
• Have access to all the major insurance providers and those not so well known….
• Receive full compliance support.
• Have all the software technology required to be successful provided to you.
• See career progression opportunities alongside an uncapped earning potential
• Receive first class continuous personal & professional development including subsidised industry recognised qualifications!
• Benefit from an easy going “work as hard as you want” approach. We want our people to take control, be the best as they can be there will be no micromanagement! No sales targets! We don’t sell, we advise!
• Earn from a 50/50 commission split arrangement (normally equates to an annual premium payable to you) with realistic earnings potential of circa £50,000 to £100,000 pa

About the Financial Protection Advisor role:

Doing things the "right way" you will be working with protection industry professionals with access to the whole of the protection marketplace, as well as benefitting from market leading commission arrangements and all the necessary compliance support and the technology to succeed. 

In order to be successful in this role you must: 

• Have at least 1 years’ experience in protection advice. 
• Be motivated to provide the best service possible. 
• Be ambitious and ready to help shape your own future. 
• You should have experience of generating appointments and have a desire to succeed through consistent client activity. 
• You will be able to build long-term client relationships and always have the client at the heart of what you do. We are looking for people who want to care for their clients’ needs.

General Responsibilities

• Pro-actively build the business through client & professional connections activity
• Prospect for new clients & professional connections
• Provide ongoing & regular reviews to existing clients
• Represent the firm professionally at all times

Specific Responsibilities

• Issue clients with compliant disclosure of the company and its services
• Analyse the information gathered and carry out appropriate research
• Present recommendations in line with 3PPF and or Network sales process & client journey
• Ensure all supporting documentation is submitted to appropriate insurance providers, 3PFP and or Network to allow prompt and accurate processing of applications & compliance monitoring
• Ensure the TCF, T&C, internal compliance and FCA guidelines, as prescribed, are adhered to without fail
• Reporting directly to a 3PFP Director and / or Senior Manager, for support, compliance and reporting reasons, you will be a valuable team member, a voice to help us change a sector still seen by many as un-important, skill less and “not really financial planning”.

If you would like to be part of a growing business, work with people who take pride in providing authentic quality advice, if you really want to do things the right way and have the freedom to manage your own business while being part of a team then please click on the CHAT BUTTON, send us a message and we will be in touch!