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Protection Consultant

Date: 10-Feb-2021

Location: London, GB, W1U 8AN

Company: Knight Frank

Reference No 9255 
Title Protection Consultant 
Type Permanent 
Salary Range Competitive
Division Residential 
Sub Division Knight Frank Finance 
Department Knight Frank Finance (10000147) 
Location 55 Baker Street 

 

We are looking for a professional and customer focused Protection Consultant to join the growing Knight Frank Finance team. Our specialist insurance advisers work closely with a network of approved insurance providers to guide our customers on the most competitive and comprehensive insurance options, whether it’s life, home, contents or business insurance.

 

A career at Knight Frank Finance is both rewarding and good fun. We’re a competitive team, but not aggressive, and we’re driven by a commitment to provide the very best service to our clients.

 

Fundamentally, it is the team that makes working at Knight Frank Finance so special – the people who you share your days with and celebrate success with. It is our people who define us – their passion and their dedication.

 

Main responsibilities will include:

 

  • Making contact with all opportunities referred from the Knight Frank Finance mortgage team
  • Meeting the objectives and targets set out in the annual business plan, agreed with line manager and business
  • To complete a full Fact-Find on the CRM system to establish the client’s current finances and future needs and preference, which demonstrates Knowing Your Client (KYC) and that the client is central to the advice and recommendation
  • Explain the service clearly to a potential Knight Frank Finance client from the outset, explaining the service we provide and our regulatory status as per the terms of business
  • Collecting and authenticating all documents required to support the advice and recommendation before submitting an application to a provider
  • Ensuring that you follow the Knight Frank Finance protection policy and procedure from initial client contact to placing policy on risk

 

Accountabilities:

 

  • The advice and recommendation
  • All documentation to support the advice and recommendation
  • Adhere to the AML policy and report any potential risk to the Compliance officer
  • Adhere to the Data protection policy
  • All notes and documentation are added to the company CRM system
  • Maintain product and industry knowledge to remain competent in the industry

 

 

 

To view other vacancies within the Knight Frank Group click here.