At a Glance
- Tasks: Provide expert advice on personal protection products and support clients in securing their financial future.
- Company: Established mortgage brokerage with a friendly and supportive team culture.
- Benefits: Competitive salary, uncapped commission, 32 days holiday, and early finishes on Fridays.
- Other info: Ongoing training and career development opportunities in a professional environment.
- Why this job: Make a real difference by helping clients protect what matters most to them.
- Qualifications: Experience in protection advising and strong communication skills are essential.
The predicted salary is between 30000 - 37500 £ per year.
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
Quality Advisor - Customer Care in Warrington employer: Aimee Willow Connex
Join our esteemed mortgage brokerage in Warrington, where we foster a friendly and supportive work culture dedicated to delivering exceptional client care. As a Quality Advisor in Customer Care, you'll benefit from a competitive salary, uncapped commission, and generous holiday allowances, including your birthday off. We prioritise employee growth with ongoing training opportunities, ensuring you thrive in your role while contributing to our mission of protecting what matters most for our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Quality Advisor - Customer Care in Warrington
✨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). 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. 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 Quality Advisor - Customer Care in Warrington
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.
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. 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
✨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 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, 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'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.
