Junior Financial Advisor

Swansea, WLS, GB, United Kingdom

Job Description

Job description



Job Type:

Full-time

Salary:

25,000 (plus, generous commission structure with the average paraplanner agent making 400-600 per month commission)

Hours of work:

10:00am-6:30pm Monday - Thursday and 9:30am-4:30pm Friday

Website:

www.waddle.co.uk

Career



Are you looking for a career that will grow and progress with you? Or perhaps a new and exciting challenge?

Why Waddle?

We offer a clear career pathway that is divided into three stages throughout your time here at Waddle Insurance. You will work closely with Senior Management mentors to support and aid your new career journey.

If you have the motivation, desire to learn new information, and enjoy a customer focused role, then this is a fantastic opportunity to begin a rewarding career.

Your Career Plan



Step One - Paraplanner



0 - 6 months - Junior Protection Advisor 25K (30k OTE)

Step Two - Trainee Protection Advisor



6 - 18 months - Trainee Protection Advisor 26K (up to 35k OTE)

Step Three - Senior Protection Advisor



24 months - Senior Protection Advisor - 28K (up to 50K OTE)

Process



The first step in your career path will be as a Paraplanner. You will be the first point of contact, dealing with inbound leads of potential clients who are interested in advice on protection products. Your role as a paraplanner would be to educate our potential clients on our processes and complete a fact find relating to the clients' financial and medical circumstances. You will build rapport with clients, by educating them throughout your conversations, understanding their needs and requirements, and tailoring your responses accordingly. You will use the knowledge you have gained from our extensive training programme to assist our senior protection advisors with the information they need to give sound advice.

After approx. 6 months in the paraplanner role, providing pre-set targets are hit and you have mastered the basics, you will then have an opportunity to be considered to develop into a Trainee senior protection advisor. During your time in this role, you will be given extensive training on all protection products and be expected to retain this information whilst beginning to take on new and exciting responsibilities. These responsibilities will be introduced to you gradually, alongside your training, so that you feel confident and supported at every stage of your development process.

After 12 months as a Trainee senior protection advisor, you will then have the opportunity to become a qualified Protection Advisor. Again, this will give you the opportunity to gain more knowledge and confidence as you move into the role of a fully advised protection agent.

Our senior protection advisors speak to potential clients to really understand their needs and advise on which products best meet their specific needs and requirements. They also follow up on outstanding quotes and manage the on-boarding process. This is a fast-paced role dealing with both individual and team targets.

You will have the opportunity to make a difference to people's lives, offering comprehensive and award-winning protection products from the whole of the insurance market.

It is certainly worth noting that whilst you are achieving/exceeding targets, every role comes with a competitive commission structure to keep you motivated.

As we stated this is an opportunity to secure a place on our newly developed fast track programme. This programme is designed to acknowledge ambitious, target-focussed individuals, aspiring a career pathway, within a market-leading financial services company.

The Company



Waddle Insurance is a fast-growing life and protection insurance company with over twelve years of experience within the industry. Waddle Insurance is a highly respected company within the insurance industry, held in high regard for our unique processes and always putting the client's needs and requirements at the forefront of our business. Over the last four years Waddle Insurance has expanded to new heights and now has two offices, both in the heart of the Uplands, Swansea, with fifty members of staff - and growing.

Training and Development is a massive part of our company, and we continuously look to develop our employees in their role and future roles within the company. We have a committed training programme that begins when you first step in the door and will continue throughout your employment. We utilise a range of in-house and external training programmes that will allow you to gain accredited, professional qualifications as you progress within your career.

Culture



Our workplace culture is very important to us here at Waddle Insurance. As the company has grown our focus on workplace culture has developed and grown with it. That includes both of our offices being dog friendly! We have a wonderful variety of office dogs who boost office morale and generally make our days better - make sure to check them out on our Instagram page.

As part of our focus on Health and Wellbeing within Waddle Insurance we have an onsite gym and as a company we take pride in making home cooked meals (all prepared in our in-house kitchen), creating new and tasty smoothies, run as well as weekly running and tennis club after work that is open to everyone.

What to Expect from Working with Us



*You will join a vibrant team where collaboration is encouraged across all projects and departments.

*One to one mentoring with Training Managers whilst learning your new role.

*Continuous training throughout your employment so you will be up to date with all new product knowledge.

*An exciting career path with the opportunity to progress into more senior roles.

*You will be joining a social and active company who places employee wellbeing at the forefront of their business.

Why Work for Us



Our workplace culture is very important to us here at Waddle Insurance. As the company has grown our focus on workplace culture has developed and grown with it. There are many benefits to working for us, such as:

*Staff away days every quarter

- Our away days are highly anticipated throughout the year. We split the company into two teams and appoint two new team captains each time. Our events have included paintballing, zorb football, and a Pen Y Fan hike!

Dog friendly offices - We have a wonderful variety of office dogs who boost office morale and generally makes our days better, make sure to check them out on our Instagram page.

Regular home cooked meals - Summer BBQs are always on the menu here at Waddle Insurance, as well as making curries from scratch and a spot of baking! We regularly make extra food throughout the month, so there is always a meal in the freezer for your lunch.

Dedicated training and development structure - Here at Waddle Insurance we truly value the importance of developing our staff. All of our training is fully funded by Waddle Insurance that will help you develop your career at Waddle and beyond. It is a blend of internal and external training to include professionally accredited courses such as CIPD, ILM, CeMap, R05 and many more.

Benefits



*Casual dress

*Early finish on Fridays

*Work Anniversaries and Birthday celebrations

*Company Events

*Free Food Days

*Dog friendly offices

*Onsite gym

*Company pension

*28 days holidays

*Christmas office shut down

Click for more information regarding our benefits and company culture -

https://uk.indeed.com/cmp/Waddle-Insurance/photos



Job Types: Full-time, Permanent

Pay: 25,000.00-30,000.00 per year

Additional pay:

Commission pay
Benefits:

Casual dress Company events Discounted or free food On-site gym
Schedule:

Monday to Friday
Application question(s):

Are you within a 30 mile radius of Swansea?
Education:

GCSE or equivalent (preferred)
Work authorisation:

United Kingdom (required)
Work Location: In person

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Job Detail

  • Job Id
    JD3238073
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Contract
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Swansea, WLS, GB, United Kingdom
  • Education
    Not mentioned