At a Glance
- Tasks: Advise clients on tailored protection plans for personal and business needs.
- Company: Join a respected financial services firm with a diverse client base across the UK.
- Benefits: Enjoy hybrid working, competitive salary, commission, and a supportive mentoring programme.
- Why this job: Elevate your advisory career in a professional environment focused on client success.
- Qualifications: 2+ years in protection advisory; familiarity with compliance standards preferred.
- Other info: Opportunity to grow within a well-established organisation.
The predicted salary is between 24000 - 28000 £ per year.
An opportunity has arisen for a Protection Advisor to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Protection Advisor, you will be advising on personal and business protection plans tailored to each client’s individual circumstances.
This role offers, hybrid working options, a salary range of £24,000 – £28,000 plus commission and benefits.
You will be responsible for:
- Delivering tailored advice on a range of protection products including life insurance, critical illness cover, income protection and business protection
- Assessing client needs and recommending appropriate solutions aligned with their financial goals
- Following a structured advice process to ensure suitability, clarity, and compliance
- Staying up to date with relevant industry guidelines and maintaining internal compliance standards
- Working proactively to support lead conversion and contribute to business growth
What we are looking for:
- Previously worked as a Protection Advisor, Protection Consultant, Insurance Advisor, Insurance Consultant, Insurance Broker, Protection Specialist, Insurance Sales Advisor, Insurance Consultant, Insurance Sales Consultant,Life Insurance Advisoror in a similar role
- At least 2 years of experience in protection advisory within the UK
- Familiarity with regulatory standards and compliance expectations in financial services
- A background in financial or mortgage advisory services
- CeMAP qualification (preferred)
What’s on offer:
- Competitive salary
- Good Commission scheme
- Hybrid working options
- Company pension scheme
- Employee mentoring and support programme
This is a fantastic opportunity to join a respected organisation and take your advisory career to the next level.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Protection Advisor employer: Additional Resources
Contact Detail:
Additional Resources Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Advisor
✨Tip Number 1
Network with professionals in the financial services sector, especially those who have experience as Protection Advisors. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in protection solutions.
✨Tip Number 2
Familiarise yourself with the specific protection products mentioned in the job description, such as life insurance and critical illness cover. Being knowledgeable about these products will help you stand out during interviews and demonstrate your commitment to the role.
✨Tip Number 3
Stay updated on regulatory standards and compliance expectations in the UK financial services industry. This knowledge will not only prepare you for the role but also show that you are proactive and serious about maintaining high professional standards.
✨Tip Number 4
Prepare to discuss your previous experience in protection advisory roles during interviews. Be ready to share specific examples of how you've successfully assessed client needs and delivered tailored advice, as this will highlight your suitability for the position.
We think you need these skills to ace Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in protection advisory roles. Emphasise your familiarity with life insurance, critical illness cover, and compliance standards to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your ability to provide tailored advice. Mention specific examples of how you've successfully assessed client needs and contributed to business growth in previous roles.
Highlight Relevant Qualifications: If you have a CeMAP qualification or any other relevant certifications, make sure to mention them prominently in your application. This will demonstrate your commitment to professional development and compliance in the financial sector.
Showcase Your Knowledge of Industry Standards: In your application, reference your understanding of regulatory standards and compliance expectations within the financial services industry. This will show that you are well-prepared to maintain internal compliance standards in the role.
How to prepare for a job interview at Additional Resources
✨Know Your Products Inside Out
As a Protection Advisor, you'll be expected to have a deep understanding of various protection products like life insurance and critical illness cover. Brush up on the details of these products, including their benefits and limitations, so you can confidently discuss them during the interview.
✨Demonstrate Your Client-Centric Approach
Showcase your ability to assess client needs and tailor solutions accordingly. Prepare examples from your previous experience where you successfully identified a client's requirements and provided bespoke advice that aligned with their financial goals.
✨Stay Updated on Industry Regulations
Familiarity with regulatory standards is crucial in this role. Make sure you're up to date with the latest compliance expectations in financial services, as this will demonstrate your commitment to maintaining high professional standards.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think of situations where you had to navigate complex client needs or compliance issues, and be ready to explain how you handled them effectively.