At a Glance
- Tasks: Provide expert advice on personal protection products and support clients in securing their financial future.
- Company: A family-run mortgage brokerage prioritising people and client satisfaction.
- Benefits: Competitive salary, uncapped commission, 32 days holiday, and early finishes on Fridays.
- Other info: Ongoing training and career development opportunities in a friendly environment.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: Experience in protection advising and strong communication skills required.
The predicted salary is between 29700 - 36300 £ per year.
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.
Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.
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. xiskglj
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 Ce MAP or equivalent, though not essential if experienced in protection
What We Offer Join 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
Protection Advisor in Manchester 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
StudySmarter Expert Advice🤫
We think this is how you could land Protection Advisor in Manchester
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Aimee Willow Connex Limited). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Aimee Willow Connex Limited. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Protection Advisor in Manchester
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Aimee Willow Connex Limited.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Aimee Willow Connex Limited. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Aimee Willow Connex Limited
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Aimee Willow Connex Limited to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Aimee Willow Connex Limited, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Aimee Willow Connex Limited's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
