Protection Advisor

Are you an experienced Protection Advisor looking for your next chapter?
Are you looking for the chance establish yourself as an integral part growing business?

Hybrid work, Mortgage referral leads and Career progression opportunities!


About the Finance Brokerage

The Finance Brokerage team have many years of experience in providing specialist mortgage and protection advice to individuals families and businesses all over the UK and overseas.

The team pride themselves on going the extra mile to deliver a comprehensive and professional service with personal touch. Genuine relationships with clients ensure the team fully understand the individual needs, achieving the best possible outcomes for their client’s protection and property related goals.

The Protection Advisor Role

As a Protection Advisor for the company, you'll be provided with an abundance of leads and will 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

The Protection Advisor Employed Package

• Hybrid
• Employed £30k+ Depending on experience
• Commission 20%
• Leads provided from Mortgage referrals
• Career Progression opportunities

The Protection Advisor Self-Employed Package

• Hybrid
• 50% Commission Leads Provided
• 65% Commission Leads Self-generated
• Leads provided from Mortgage referrals
• Career Progression opportunities

Protection Advisor desired skills and experience

• Experienced Protection Advisor
• Building rapport quickly
• Maintaining lasting relationships
• Able to work autonomously
• Passionate and enthusiastic
• 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