Access Financial Services
Insurance Financial Advisor

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Job Description
PLEASE NOTE THIS IS A SELF-EMPLOYED ROLE (COMMISSION ONLY)
I am searching for talented Protection Advisers to be part of a high performing team at Access Financial Services. With in-depth training and back-office support, you will strengthen our customer base while enjoying countless growth opportunities.
Access FS is a forward-thinking, ambitious and motivated group of industry-leading finance experts in the UK, currently experiencing high levels of growth, and presenting a great opportunity for you to grow your own business within ours.
Overview of the Job
Focused on protecting families and loved ones in the unfortunate event of illness, disability, or even death, you will be responsible for acquiring and communicating with prospects and presenting various protection solutions.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
With all the basic information at hand, you will provide advice that is simple, friendly and to the point and offer optimal protection cover tailored to individual circumstances.
Key Responsibilities
- Generate, call and book appointments with prospects.
- Fact-finds with prospects to determine their circumstances
- Offering suitable protection plans aligned with customer's needs
- Communicating effectively face-to-face, over phone and email
- Handling relevant queries and responding to them promptly
- Working effectively to meet KPIs and drive business sales
- Ensuring in-depth understanding of various types of policies and protection plans
Skills and Qualities
- Honesty and integrity
- Ability to understand and comprehend client issues
- Effective communication skills to guide a wide variety of customers
- Keen to learn new skills and grow
- Confident and responsive to answering client queries
- Ability to accurately record client information


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Requirements
You need to be able to enjoy the challenges of a tough job! After the challenges comes the rewards. We celebrate every success as a team.
You must:
- Have sales experience
- Be self-motivated
- Be able to communicate effectively
- Be target driven
- Be professional
- Have a desire to succeed
Benefits
- Attractive commission structure
- Uncapped earnings
- Administrative Support
- Use of top-rated CRM software
- Extensive training and career growth opportunities
Job Types
- Self-employed (commission only)
- Face-2-face meetings
- Remote meetings
Industry
- Financial Services
I am looking forward to receiving your application form!
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