Protection Advisor

Are you an experienced Protection Advisor looking for your next chapter?
Mortgage referral leads, friendly collaborative team environment and Career progression opportunities!

About the Mortgage Brokerage

With decades of combined experience in mortgage solutions, insurance protection, and comprehensive financial services, the team understand that each journey to financial success is unique, their dedicated team of experts is committed to crafting tailored strategies that meet your goals.
With a head office located in the heart of the beautiful city of Bath, all the advisors have excellent knowledge of the property market in the local and surrounding areas. They’ve earned a proud reputation for personal and honest approach, backed by a first-rate knowledge of the mortgage, financial and insurance markets.

The Protection Advisor Role

As a Protection Advisor for the company, you'll be provided with leads referred from the Mortgage team, it will be your responsibility to guide clients throughout the protection process, helping them secure suitable protection products that are tailored to their needs and financial circumstances.
Your role will involve assessing clients' eligibility, researching protection options, offering sound advice, and facilitating the application and approval process.

Protection Advisor key responsibilities

• Provide expert Protection advice and guidance to clients
• Helping clients secure the most suitable protection products to match financial circumstances.
• Analyse and compare protection products from various providers
• Keep up to date with new Protection products and changes in protection regulation
• follow strict industry rules and guidelines and ensure you give impartial and appropriate financial advice

Protection advisor Package

• Salary £25k rising to £30k post probation
• Commission 20% post validation
• Office Based in Bath
• Leads provided - Mortgage referrals
• Administrative support
• Excellent benefits
• Welcoming team environment
• Trade shows / Events / Trips away

Protection Advisor desired skills and experience

• Experience as a Protection Advisor
• Comprehensive knowledge of Protection products
• Strong stakeholder management
• First class customer service experience
• Able to build rapport quickly and create lasting relationships
• Self-motivated and proactive
• Desire to be an integral part of a growing business

Think that this role is right for you?
Contact us to arrange a call, we’d love to find out more about you.