At a Glance
- Tasks: Provide expert advice on personal protection products and help clients secure their financial future.
- Company: Established mortgage brokerage with a friendly and supportive team culture.
- Benefits: Competitive salary, uncapped bonuses, 32 days holiday, and early finishes on Fridays.
- Other info: Ongoing training and career development opportunities in a professional setting.
- Why this job: Make a real difference in clients' lives while developing your career in a rewarding environment.
- Qualifications: Experience in protection or insurance advisory roles with strong communication skills.
Location: Warrington (office-based)
Salary: £30k-£37.5k plus bonus
Hours: 35.5 per week (Mon–Fri, early 3pm finish Fridays)
Holidays: 32 days including Bank Holidays + your birthday off
The Role
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.
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. You’ll 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 Offer
- 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
Protection Advisor in Great Sankey employer: Aimee Willow Connex Ltd
As a leading mortgage brokerage, we pride ourselves on fostering a supportive and collaborative work culture where our Protection Advisors can thrive. With competitive salaries and opportunities for professional development, we empower our employees to grow their expertise while delivering exceptional service to clients. Join us in a dynamic environment that values your contributions and prioritises your career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Advisor in Great Sankey
✨Tip Number 1
Network like a pro! Attend industry events, join online forums, and connect with fellow professionals on LinkedIn. The more people you know, the better your chances of landing that Protection Adviser role.
✨Tip Number 2
Practice your pitch! Be ready to explain why you're the perfect fit for the job in a clear and confident way. We all know first impressions count, so make sure you can articulate your experience and skills effectively.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our friendly team.
We think you need these skills to ace Protection Advisor in Great Sankey
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience as a Protection Adviser. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise in personal protection products!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping clients protect what matters most. We love a good story, so share your journey and how it connects to our mission.
Show Off Your Communication Skills:As a Protection Adviser, communication is key! In your application, demonstrate your ability to build relationships and provide clear advice. We’re looking for someone who can connect with clients effortlessly.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Aimee Willow Connex Ltd
✨Know Your Products Inside Out
As a Protection Adviser, you'll need to be well-versed in personal protection products like Life and Income Protection policies. Brush up on the details of these products and be ready to discuss how they can meet different client needs during your interview.
✨Showcase Your Communication Skills
Excellent communication is key in this role. Prepare to demonstrate your ability to build relationships and explain complex information clearly. Consider using examples from your past experiences where you successfully communicated with clients or colleagues.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter as a Protection Adviser. Be ready to walk through how you would conduct a fact-find or recommend suitable products. This will show your practical understanding of the role and your problem-solving skills.
✨Highlight Your Organisational Skills
Being highly organised is crucial for managing a pipeline of clients. Prepare to discuss how you keep track of follow-ups and ensure timely policy completions. Sharing specific tools or methods you use can really impress your interviewers.
