Kalon Financial
Protection Adviser
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Company Description
Kalon Financial Ltd is a specialist protection advice firm and an appointed representative of The Openwork Partnership, one of the largest financial advice networks in the UK. The firm focuses on personal and business financial protection, as well as general insurance, delivering tailored solutions that reflect each client’s unique circumstances and goals. Guided by the mantra “enriching lives and futures,” Kalon Financial places client financial wellbeing at the center of every recommendation. As a small firm operating in a personal way, it combines close client relationships with access to leading protection products and providers through Openwork’s extensive network and resources. This combination enables Kalon Financial to offer high-quality, bespoke protection advice backed by robust industry support.
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Role Description
The Protection Adviser will provide financial protection advice to individual and business clients, assessing their needs and recommending suitable products such as life cover, critical illness, income protection, and relevant general insurance solutions.
Responsibilities
- Conducting client consultations
- Gathering and analyzing financial information
- Preparing tailored recommendations
- Explaining complex protection options in a clear and accessible manner
- Managing applications
- Liaising with providers
- Maintaining accurate records
- Ensuring compliance with regulatory requirements and internal standards
- Building and maintaining long-term client relationships
- Following up on enquiries
- Supporting ongoing reviews as circumstances change
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Role Details
This is a full-time remote role, requiring effective self-management, proactive communication, and collaboration with colleagues and the wider Openwork network.
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