adviser team 2

This is an exciting opportunity to join us and to train as a Protection Insurance adviser!

Due to the recent acquisition of Future Proof Ltd by St. James’s Place Wealth Management Plc, we are planning an exciting and sustained period of growth.

Future Proof is forecasting more than 300% growth over the next 3 years, and excellent opportunities to progress will naturally emerge.

Future Proof is a multi-award winning protection specialist, who provide expert advice to clients who are looking to arrange life insurance, critical illness insurance, or income protection insurance on either a personal or business level.

We are currently seeking a highly motivated individual who wants to develop their career by working at one of the UK’s leading life insurance specialists, within the UK’s largest financial services advisory firm.

Key responsibilities

To provide high quality telephone-based advice to clients from our prestigious offices in central Reigate.

To keep abreast of product and market changes to ensure our clients are always receiving the best possible advice.

To work closely with colleagues within the advice team to co-ordinate knowledge and share ideas.

To work collaboratively with other departments to ensure excellent client outcomes.

To achieve set business levels and KPI’s.

All enquiries are in-bound, no cold calling or lead generation is required.

Training & development

Ideally you will already be RO1 and RO5 qualified, however if you’re not, we will provide you with the support you need to pass these exams within 3 months of joining us.

You will be the type of individual who enjoys learning and is always looking for ways to develop your knowledge base.

The successful candidate will be – 

An excellent communicator.

Customer focused, results orientated and positive.

Self-motivated and have the drive to succeed in this rewarding and fast paced environment.

Able to demonstrate previous sales performance success.

Organised and methodical.

IT literate.

Renumeration & perks

Basic salary ranging from £23,000 to £32,000 depending upon your experience and qualifications.

Bonuses of up to 30% of your annual salary.

Company pension scheme.

Access to hundreds of perks via Perkbox.

Company events – in 2018 we all went sailing in the summer and had a special meal in London for our Christmas party!

We are also passionate about growing our talent and can offer excellent opportunities for career progression in the future!

Next steps

The role is full-time and you would be based in our offices in Reigate (RH2 9AE)

To register your interest, please email with your CV.

No recruitment agencies thank you.

Would you like some advice?

Contact one of our team now to get impartial & helpful advice

Call 0800 644 4468Mobiles call01737 336 990