Our client is an established and respected mortgage brokerage based in Warrington. We pride ourselves on offering clear, honest and expert mortgage and protection advice to our clients across the UK. Our team is friendly, supportive, and driven by the shared goal of helping clients protect what matters most.
We are now looking for an experienced Protection Adviser to join our team and take responsibility for helping clients secure comprehensive protection alongside their mortgage and financial needs. The Role
As a Protection Adviser, you will provide tailored advice on a range of personal protection products, ensuring clients receive the right cover for their circumstances. Youll work closely with our mortgage advisers and administrators to deliver a seamless, compliant and customer-focused experience.
Key Responsibilities
- Provide expert advice on Life, Critical Illness, Family Income Benefit and Income Protection policies
- Conduct detailed client fact-finds to identify protection needs
- Recommend suitable products from a panel of leading insurers
- Manage a pipeline of new and existing clients, ensuring follow-ups and timely policy completions
- Liaise with mortgage advisers to maximise protection opportunities on mortgage cases
- Maintain accurate records and ensure all advice complies with FCA and company standards
- Build and maintain strong client relationships through excellent communication and service
- Capable of Self-Generating protection opportunities including via new introducers.
About You
- Previous experience as a Protection Adviser, Insurance Adviser or similar role
- A strong understanding of personal protection products and providers
- Excellent communication and relationship-building skills
- Highly organised with good attention to detail
- Confident in working to performance targets
- A team player with a positive, client-first attitude
- Ideally CeMAP or equivalent, though not essential if experienced in protection
What We OfferJoin our family-run mortgage business where people come first!
- Competitive basic salary
- Uncapped commission and bonus structure rewarding quality advice and performance
- 32 days holiday (including Bank Holidays)
- Your birthday off every year
- Early 3pm finishes every Friday
- Friendly, professional working environment
- Ongoing training and career development opportunities
- Attractive package with bonus
- Early Friday finish at 3pm
- Extra days holiday for your birthday
- Supportive team environment we look after our staff
Locations
Protection Advisor in Cheshire, Chester employer: Aimee Willow Connex Limited
As an Executive Officer in our Home Working team, you will join a dynamic and supportive work culture that prioritises employee well-being and professional growth. We offer competitive salaries, flexible working arrangements, and comprehensive training programmes to help you excel in your role while enjoying the benefits of a balanced work-life environment.
Contact Details:
Aimee Willow Connex Limited Recruitment Team
