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: Enjoy ongoing training and career development 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
Telephone Advisor - Financial Services in Warrington employer: Aimee Willow Connex
Join our esteemed mortgage brokerage in Warrington, where we foster a friendly and supportive work culture dedicated to helping clients protect what matters most. As a Protection Adviser, you'll enjoy a competitive salary, uncapped commission, and generous holiday allowances, including your birthday off, all while benefiting from ongoing training and career development opportunities in a professional environment that values teamwork and client-first attitudes.
StudySmarter Expert Advice🤫
We think this is how you could land Telephone Advisor - Financial Services in Warrington
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Aimee Willow Connex. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Telephone Advisor - Financial Services in Warrington
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Aimee Willow Connex.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Aimee Willow Connex's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Aimee Willow Connex
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Aimee Willow Connex.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Aimee Willow Connex will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Aimee Willow Connex employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
