Protection Adviser / Insurance Broker

Protection Adviser / Insurance Broker / Mortgage Protection Adviser / Financial Services Adviser

A fantastic opportunity to join a thriving team at a market leading firm for a Protection Adviser / Insurance Broker with personal protection, client advice, mortgage pipeline and financial services experience.

ALL LEADS PROVIDED

These leads are clients currently using the firm for mortgage advice. Writing 100 mortgage cases a month.

PARTNERSHIP OPPORTUNITIES

For ambitious brokers the firms operates a "progression to partnership programme" where you can become a shareholder and executive within the business.

If you’ve also worked in the following roles, we’d also like to hear from you: Protection Consultant, Insurance Adviser, Life Insurance Broker, Financial Protection Specialist, Protection Specialist, Financial Adviser

SALARY: £100,000 OTE (Includes Competitive Salary + Uncapped Commission)

LOCATION: Remote / Home Based or Hybrid

Successful candidates will need to commit to a training/onboarding period at the head office in Exeter, Devon. Once completed you’ll have the option to work remotely from home or if you prefer work in a hybrid capacity, from home and the office in Exeter

JOB TYPE: Full-Time, Contract

JOB OVERVIEW

We have a fantastic new job opportunity for a Protection Adviser / Insurance Broker with proven experience giving personal protection advice and supporting clients with insurance and trust planning.

As the Protection Adviser / Insurance Broker you will join a successful, established UK firm that provides all leads from existing mortgage clients, giving you access to a strong pipeline and large case opportunities.

Working as the Protection Adviser / Insurance Broker you will provide tailored protection advice, manage multiple leads, deliver excellent client service and use market-leading systems with full administration support.

The role offers remote or hybrid working following an onboarding period at head office in Exeter, Devon, plus a progression to partner programme for ambitious advisers.

WHY JOIN THIS FIRM?

• All leads provided circa 40-60 per month and are proceeding with finance applications


• Bespoke marketing leading technology and systems


• Large case sizes


• Uncapped commission scheme


• Full admin support


• Control your own diary


• DA firm with no network oversight


• Great team environment


• Hybrid/remote working available


• A “Progression to Partner Programme” for ambitious advisers

Ready to make your next career move? Apply Now for our Recruitment Team to review.

DUTIES

Your duties as the Protection Adviser / Insurance Broker include:

• Client Advice: Provide clear, tailored personal protection advice to existing clients


• Lead Management: Manage a regular flow of warm leads from clients proceeding with mortgage applications


• Protection Planning: Identify suitable insurance and protection solutions based on client needs


• Trust Planning: Support clients with appropriate trust arrangements where required


• Pipeline Management: Manage a large mortgage-related pipeline efficiently and professionally


• Diary Management: Plan your own time and diary to maximise client contact and service delivery


• Customer Service: Deliver a high standard of client care throughout the advice process


• Administration Liaison: Work closely with administration support to ensure accurate case progression


• Business Growth: Contribute to the continued development of a successful protection advice service

ESSENTIAL

• Protection Advice Experience: Proven experience advising clients on personal protection


• Relevant Qualification: Hold an appropriate qualification for giving protection advice


• Financial Services Background: Experience working within insurance, protection, mortgage or financial services


• Pipeline Management: Ability to manage a busy pipeline and multiple leads each day


• Client Focus: Strong customer service skills with a commitment to delivering positive outcomes


• Organisation Skills: Ability to plan workload, manage time and work independently


• Driving Licence: full UK driving licence

• Wills Experience: Experience writing wills


• Trusts Experience: Experience writing trusts


• Partnership Ambition: Interest in progressing within the business through a partner programme

To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.

JOB REF: AWDO-C14763

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