Protection Advisor

Protection Advisor

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients navigate protection options from enquiry to completion.
  • Company: Join a leading financial services innovator with a strong reputation.
  • Benefits: Enjoy remote work, competitive salary, commission, and flexible benefits.
  • Why this job: Be part of a growing team with endless leads and a supportive culture.
  • Qualifications: 2+ years in protection advising; excellent communication skills required.
  • Other info: Laptop and software provided to help you succeed.

The predicted salary is between 36000 - 60000 £ per year.

My client is a household name and an established leader within their niche, employing circa 150 people across the UK. As an innovative disruptor within financial services, my client has built a bespoke, cutting-edge platform which enables their Protection Advisors to work efficiently and at a high volume - with an endless flow of leads directly from Mortgage applications. The market leading platform has enhanced the business's performance and as a result consistent growth is up month on month.

Due to year-on-year growth my client is actively seeking experienced and ambitious Protection Advisors to join their successful team and contribute by looking after direct applicants from enquiry through to completion/paid out.

Requirements

  • Excellent communication skills - written and verbal
  • Ability to work in a fast-paced environment
  • 2+ years advising on protection in a brokerage environment
  • Experience of supporting customers from initial enquiry to completion
  • RO5 qualification is preferable but not essential
  • Experience handling B2C enquiries and searching multiple lenders that meet my client's customers criteria is advantageous

As the successful applicant you will be rewarded with a competitive salary and an excellent commission structure. Work from home - my client will provide a laptop and necessary equipment/software which will enable you to excel. The benefits package includes paid holiday, pension, access to a flexible benefits portal where you can pick and choose the benefits that work for you and BUPA health insurance.

Protection Advisor employer: MyWork

As a leading name in the financial services sector, my client offers an exceptional work environment for Protection Advisors, characterised by a culture of innovation and support. With a competitive salary, an attractive commission structure, and the flexibility of working from home, employees benefit from a bespoke platform that streamlines their workflow and enhances performance. The company prioritises employee growth through ongoing training and a comprehensive benefits package, including BUPA health insurance and a flexible benefits portal, making it an ideal place for ambitious professionals seeking meaningful and rewarding careers.
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Contact Detail:

MyWork Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Protection Advisor

✨Tip Number 1

Familiarise yourself with the latest trends in the protection insurance market. Understanding current products and customer needs will help you stand out during interviews, showing that you're not just knowledgeable but also passionate about the industry.

✨Tip Number 2

Network with professionals already working in the financial services sector, especially those in protection advisory roles. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during your application process.

✨Tip Number 3

Prepare to discuss specific scenarios where you've successfully guided clients through the protection process. Real-life examples of your experience will demonstrate your capability and reassure potential employers of your skills.

✨Tip Number 4

Research the company’s bespoke platform and be ready to discuss how you would leverage it to enhance your performance as a Protection Advisor. Showing that you understand their tools and how to use them effectively can set you apart from other candidates.

We think you need these skills to ace Protection Advisor

Excellent Communication Skills
Written and Verbal Communication
Customer Service Skills
Ability to Work in a Fast-Paced Environment
Experience in Protection Advising
Brokerage Experience
Client Relationship Management
Attention to Detail
Problem-Solving Skills
Knowledge of Financial Services
B2C Enquiry Handling
Familiarity with Multiple Lenders
RO5 Qualification (preferable)
Time Management Skills
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in advising on protection, especially in a brokerage environment. Emphasise your communication skills and any relevant qualifications, such as the RO5.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role of Protection Advisor. Mention specific experiences where you've successfully supported customers from enquiry to completion, and how you thrive in fast-paced environments.

Highlight Relevant Experience: In your application, clearly outline your 2+ years of experience in the field. Provide examples of how you've handled B2C enquiries and worked with multiple lenders to meet customer criteria.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial for a role that requires excellent communication skills.

How to prepare for a job interview at MyWork

✨Showcase Your Communication Skills

As a Protection Advisor, excellent communication is key. Be prepared to demonstrate your verbal and written skills during the interview. Consider sharing examples of how you've effectively communicated with clients in the past.

✨Familiarise Yourself with the Company

Research the company and its innovative platform before the interview. Understanding their approach to financial services will help you align your answers with their values and show genuine interest in the role.

✨Prepare for Fast-Paced Scenarios

Since the role requires working in a fast-paced environment, think of examples from your previous experience where you successfully managed multiple tasks or handled high-pressure situations. This will demonstrate your ability to thrive under similar conditions.

✨Highlight Relevant Experience

Make sure to discuss your 2+ years of experience in advising on protection within a brokerage environment. Be specific about your achievements and how they relate to the responsibilities of the Protection Advisor role.

Protection Advisor
MyWork
M
  • Protection Advisor

    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-06-19

  • M

    MyWork

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