Owl Financial
Financial Protection
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Company Description
Owl Financial is a UK-wide advice business dedicated to helping individuals and families secure the right level of financial protection through professional, face-to-face services. The organization focuses on personalized advice, with advisers trained to high standards and working within strict guidelines to ensure recommendations are appropriate and tailored to client needs. Owl Financial is licensed to offer a broad range of protection products, including life cover, critical illness cover, accident protection, income protection, home insurance, and landlord cover. The company also supports clients with mortgages, remortgages, commercial insurance, private medical insurance, Wills, and Lasting Power of Attorney through specialist partners. Owl Financial operates as a trading style of Openwork, one of the UK’s largest networks of financial advisers, and is committed to delivering a friendly, no-obligation service.
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Role Description
The Financial Protection role at Owl Financial is a full-time, on-site position based in Brighton. In this role, the team member will meet clients face-to-face to assess their financial protection needs, explain product options, and recommend suitable solutions such as life, critical illness, accident, income protection, and home insurance. Daily activities include conducting client consultations, gathering and analyzing financial and personal information, preparing tailored proposals, and ensuring documentation and applications are completed accurately and in line with regulatory requirements. The role involves maintaining up-to-date knowledge of financial protection products and market developments, managing a pipeline of client cases, and providing ongoing support and reviews to help clients adjust their protection as their circumstances change. Collaboration with mortgage and specialist partners may be required to ensure clients receive comprehensive financial guidance.
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Qualifications
- Candidates should possess excellent Communication skills to explain complex financial concepts clearly, build trust, and maintain long-term client relationships.
- Relevant experience in financial advice, ideally in a client-facing role.
- Basic knowledge in using computer.
- Ability to work in a structured, guideline-driven environment while maintaining high ethical standards and attention to detail.
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