Eminent Financial Ltd
Self-Employed Insurance Adviser
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Company Description
Eminent Financial Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. The firm delivers exceptional, high-quality financial services to clients across the UK, focusing on individuals, families, private clients, and small to medium-sized businesses. Eminent Financial Ltd is committed to offering comprehensive and affordable solutions tailored to diverse client needs. The company culture is rooted in the pursuit of excellence, with a strong emphasis on customer-centric values and long-term client relationships.
Role Description
The Self-Employed Insurance Adviser role is a full-time remote position focused on providing clients with tailored insurance advice and solutions. Day-to-day responsibilities include:
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- Assessing client needs
- Reviewing existing policies
- Recommending appropriate insurance products for life, health, protection, and business-related cover
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The adviser will conduct consultations via phone, video calls, and digital channels, prepare proposals, and support clients through application and underwriting processes.
The role also involves:
- Maintaining accurate records
- Staying up to date with industry regulations and product changes
- Building a sustainable client portfolio through proactive relationship management and referrals
As a self-employed adviser, the individual will manage their own schedule, pipeline, and business development activities in line with regulatory and compliance requirements.
Qualifications
- Strong insurance knowledge, with practical experience in advising on personal and/or business protection products.
- Solid understanding of finance and financial planning principles to help clients make informed decisions.
- Consulting skills, including needs analysis, solution design, and clear explanation of complex information.
- Customer service orientation, with a commitment to delivering responsive, empathetic, and high-quality support.
- Excellent communication skills, both written and verbal, with the ability to engage clients remotely.
- Relevant professional qualifications in insurance or financial services (e.g., FCA-recognised certifications) are highly beneficial.
- Prior experience in a regulated financial services environment and familiarity with FCA compliance standards.
- Ability to work independently, manage time effectively, and use digital tools and CRM systems for remote advising.
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