Protection Advisor

Are you an experienced Protection Advisor looking for your next chapter?
Hybrid work, Mortgage referral leads and Career progression opportunities!

About the Company
A leading brokerage that provides unbiased whole of market tailored advice, working to ensure that every client’s experience is as streamlined as possible. They have an exceptional team of expert advisors and an experienced Administrators on hand to assist at every stage of the Mortgage journey.
Whether it’s a first-time buyer or a complex commercial property, the brokerage has the knowledge and expertise to secure the very best financial solution on the market.

The Culture
Based in their purpose-built offices in Stanmore, the team have access to parking close by, a state-of-the-art office, a private garden used for relaxing on lunch breaks and team BBQ’s when the sun comes out, and have quarterly social events.
The team are passionate about helping clients make the most out of life opportunities, focused on getting the very best for their clients, taking great care to help secure their clients homes and financial futures, and always being a supportive a positive influence for their clients, partners and every member of their team.
The company offer opportunities for every member of the team to upskill and will fully support your career progression.

The Protection Advisor Role
As a Protection Advisor for the company, you'll be provided with an abundance of 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

The Protection Advisor Package

• Office Based / Hybrid
• Employed £30k+ Depending on experience
• Commission 20%
• 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