Owl Financial
Insurance Specialist
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Company Description
Owl Financial is a UK-wide advice business dedicated to helping individuals and households secure appropriate financial protection. The company focuses on professional, face-to-face and remote advice, ensuring recommendations align with each client’s needs and circumstances. Owl Advisers receive high-quality training, and their advice is regularly assessed against strict guidelines to maintain standards. The business is licensed to offer a range of protection products from leading providers, including life, critical illness, accident, and income protection, as well as home and landlord insurance. Owl Financial is a trading style of Openwork, one of the UK’s largest networks of financial advisers, offering applicants the support of an established financial services group.
Role Description
This is a full-time, remote Protection Adviser role responsible for providing clients with clear, tailored advice on financial protection products. On a day-to-day basis, the Protection Adviser will conduct client fact-finds, assess protection needs, and recommend suitable products such as life cover, critical illness cover, accident protection, and income protection. The role involves managing a personal pipeline of client appointments, following up on leads, and maintaining accurate records in line with regulatory and company standards. The Protection Adviser will explain complex financial concepts in accessible language, support clients through applications, and liaise with providers to ensure policies are set up correctly. Collaboration with mortgage and specialist partners, while maintaining a friendly, no-obligation service, is an essential aspect of this position.
Reasons to use Rodeo
Start with a chat, not a search bar
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.
It 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.
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.
Qualifications
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Strong client-focused skills, including the ability to build trust, conduct thorough fact-finds, and provide clear, empathetic advice tailored to individual needs.
- Solid communication and interpersonal skills, with the capacity to explain financial concepts in straightforward terms across phone, video, and digital channels.
- Professionalism in adhering to compliance and regulatory guidelines, including accurate documentation and alignment with internal advice standards.
- Self-management and organizational skills to handle a remote advisory workload, manage appointments, and maintain a consistent follow-up process.
- Numeracy and analytical skills to interpret client circumstances, evaluate product options, and make balanced recommendations.
- Prior experience in financial services, insurance, or protection advice is beneficial; relevant industry qualifications (e.g., UK protection or mortgage advice certifications) are an advantage.
- Comfort with remote work technologies and customer relationship management systems; willingness to undertake ongoing training and professional development.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location