Job Title: Protection Adviser
Salary: £25,000 - £40,000 Basic | OTE £80,000+ (Self-employed option also available)
Location: York (Hybrid Working Available)
About our clients and the role:
Swarm Recruitment is delighted to be partnering with an established and highly respected mortgage and protection brokerage based in York.
For over 23 years, they have built their reputation on delivering honest, transparent, and client-focused advice. The business has developed a strong referral network, a loyal client base, and an enviably low complaint record, reflecting its commitment to doing the right thing for clients every time. As a directly authorised firm, they pride themselves on maintaining high ethical standards whilst creating a supportive and collaborative working environment for their team.
Due to continued growth, they are looking to recruit an ambitious Protection Adviser to join their successful team. This is an outstanding opportunity for a protection specialist who wants access to a consistent flow of warm leads generated by seven established Mortgage Advisers, alongside a steady stream of repeat business and client referrals.
You'll be joining a business that genuinely values its advisers, offering flexibility, excellent earning potential, full administrative support, and the freedom to focus on what you do best – advising clients and writing business.
Whether you're looking for an employed position or prefer a self-employed arrangement, the business is open to discussing the right structure for the right individual.
Salary & Benefits:
- Basic Salary: £25,000 - £40,000 depending on experience
- OTE: £60,000 - £80,000+ per annum
- Commission between 10-20%
- Self-Employed Option Available
- Consistent supply of warm leads from 7 Mortgage Advisers
- Strong referral and repeat business pipeline
- Full administrative support
- Hybrid working available
- Free parking
- Directly Authorised firm with strong compliance support
- Collaborative and supportive team environment
- Opportunity to develop business protection opportunities
Working Hours:
- Flexible working hours
- Hybrid working available
- Office attendance encouraged for collaboration, although highly productive advisers may work from home
- Output-focused environment with flexibility to manage your own diary
Desired Experience:
- Previous experience as a Protection Adviser, Protection Consultant, or Protection Specialist
- Proven ability to convert protection opportunities and generate strong monthly sales figures
- Experience advising on Life Insurance, Critical Illness Cover, Income Protection, and Family Protection products
- Strong understanding of compliance and consumer duty requirements
- Experience working with mortgage-generated leads would be highly advantageous
- Business Protection experience would be beneficial
- Strong communication and relationship-building skills
- Self-motivated with a strong work ethic and desire to maximise earnings
- Team player who works collaboratively with advisers and support staff
- Trustworthy, professional, and client-focused approach
Responsibilities & Duties:
- Provide high-quality protection advice to new and existing clients
- Advise on Life Insurance, Critical Illness Cover, Income Protection, Family Income Benefit, and related protection products
- Convert opportunities generated through the firm's mortgage advisers
- Build strong relationships with mortgage advisers to maximise lead conversion
- Manage clients through the full advice process from recommendation through to completion
- Identify and develop business protection opportunities where appropriate
- Maintain accurate records and ensure all advice meets regulatory requirements
- Deliver excellent customer outcomes and maintain the firm's high standards of client service
- Work closely with administration and compliance teams to ensure smooth case progression
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.