Full job descriptionAbout the Role
We are seeking an experienced, motivated, and customer-focused Protection Advisor to join our growing team. In this role, you will guide clients through the entire protection journey — from initial enquiry to completion — ensuring they receive clear, compliant, and high-quality advice tailored to their needs. This is an excellent opportunity for advisers who are passionate about helping people secure the right protection solutions while developing a strong career in financial services.
Key Responsibilities
Client Advice & Relationship Management
*Provide expert protection advice tailored to each client’s financial circumstances and goals.
*Conduct thorough fact-find assessments to understand client needs.
*Explain protection products, and associated processes in a clear and accessible manner.
*Build long-term relationships with clients, estate agents, and other referral partners.
Mortgage Process & Compliance
*Manage the full protection process — application, submission, and follow-through to completion.
*Ensure all recommendations follow regulatory requirements and internal compliance standards.
*Maintain accurate, up-to-date client records and documentation.
*Stay informed on current protection products.
Performance & Business Development
*Work proactively to convert leads into completed protection applications.
*Develop and maintain strong relationships with referral partners to maximise lead flow.
*Meet agreed performance targets for activity, compliance, and customer satisfaction.
Skills & Experience Required
*Proven experience as a Protection Advisor.
*Strong understanding of protection products and underwriting processes.
*Excellent communication and rapport-building skills.
*Ability to work independently and manage a busy pipeline of clients.
*High level of professionalism, customer focus, and attention to detail.
What We Offer
*Competitive commission structure and generous earning potential.
*High-quality, consistent lead sources.
*Full administrative and compliance support.
*Opportunities for progression, development, and additional qualifications.
*Office-based, Hybrid or self-employed models available depending on location and business structure.
*A supportive, collaborative working culture with strong operational backing.
Ideal Candidate Profile
We’re looking for someone who is:
*Confident in giving regulated protection advice.
*Highly driven, proactive, and thrives in a sales-through-service environment.
*Able to build trust quickly with clients and partners.
*Organised and capable of managing multiple cases at varying stages.
*Motivated for both customer outcomes and commercial success