We are seeking an experienced Protection Adviser to join a fast-growing, whole-of-market mortgage brokerage. Working closely with a team of mortgage brokers, you will advise clients on a wide range of personal and business protection solutions, supporting both retail and high-net-worth clients already engaged in financial services such as residential mortgages, commercial mortgages, and bridging finance. This role benefits from a consistent flow of warm, pre-qualified leads, allowing you to focus on advising, building trust, and developing long-term client relationships rather than sourcing business.
Key Responsibilities
* Advising clients on a wide range of personal and business protection products
* Working closely with mortgage brokers to support wider client needs
* Managing a portfolio of retail and high-net-worth clients
* Recommending appropriate protection solutions, including:
* Life Insurance
* Critical Illness Cover
* Income Protection
* Business Protection
* Advising on key business protection policies, including:
* Key Person Insurance
* Shareholder Protection
* Managing and progressing a pipeline of warm, pre-qualified leads
* Building strong, long-term client relationships
* Ensuring all advice is fully compliant with FCA and regulatory requirements
* Working towards and exceeding individual performance targets
Requirements
Essential:
* Minimum of 2 years’ experience in financial services or protection sales
* Proven track record in protection or insurance sales
* Confidence dealing with high-value and complex clients
* Target-driven with a strong commercial mindset
Desirable:
* Experience advising on both personal and business protection
* CeMAP qualification (or willingness to work towards it)
What’s on Offer
* £25,000 – £30,000 basic salary (DOE)
* Uncapped commission structure
* All leads provided
* Strong, existing pipeline of engaged clients
* Exposure to high-net-worth and commercial clients
* Supportive, professional team environment
* Office-based role, Monday to Friday
Location & Working Pattern
* Location: Thurrock (office-based)
* Working Pattern: Monday to Friday
Salary description
£26000.00 - £50000.00 per year