At a Glance
- Tasks: Provide tailored personal protection advice and manage a busy mortgage pipeline.
- Company: Join a market-leading firm with a supportive team culture.
- Benefits: Uncapped commission, full admin support, and flexible working options.
- Other info: Great progression opportunities with a Partner Programme for ambitious advisers.
- Why this job: Work with warm leads and make a real difference in clients' lives.
- Qualifications: Experience in personal protection and strong customer service skills required.
A fantastic opportunity to join a thriving team at a market‑leading firm offering all leads from existing mortgage clients with a strong pipeline of 100 mortgage cases a month. This role combines personal protection, client advice, mortgage pipeline management and financial services experience.
As a Protection Adviser / Insurance Broker you will receive a steady stream of warm leads, provide tailored personal protection and trust planning advice, manage a large mortgage‑related pipeline, and deliver excellent client service. You will have full administration support and the option to work remotely or in a hybrid capacity after an onboarding period at our head office in Exeter.
Why Join This Firm?
- All leads provided (40–60 per month) proceeding with finance applications
- Bespoke marketing technology and systems
- Large case sizes
- Uncapped commission scheme
- Full admin support
- Control over your own diary
- Professional independent firm with no network oversight
- Great team environment
- Hybrid or remote working available
- Progression to Partner Programme for ambitious advisers
Duties
- Provide clear, tailored personal protection advice to existing clients.
- Manage a regular flow of warm leads from clients proceeding with mortgage applications.
- Identify suitable insurance and protection solutions based on client needs.
- Support clients with appropriate trust arrangements where required.
- Manage a large mortgage‑related pipeline efficiently and professionally.
- Plan your own time and diary to maximise client contact and service delivery.
- Deliver a high standard of client care throughout the advice process.
- Work closely with administration support to ensure accurate case progression.
- Contribute to the continued development of a successful protection advice service.
Candidate Requirements
- Proven experience advising clients on personal protection.
- Appropriate qualification for giving protection advice.
- Experience working within insurance, protection, mortgage or financial services.
- Ability to manage a busy pipeline and multiple leads each day.
- Strong customer service skills with a commitment to delivering positive outcomes.
- Organisation skills – ability to plan workload, manage time and work independently.
- Full UK driving licence.
Desirable
- Experience writing wills.
- Experience writing trusts.
- Interest in progressing within the business through a partner programme.
Protection Adviser / Insurance Broker (AWDO-C14785) in Exeter) in Devon employer: AWD Online
Join a dynamic and supportive team at our Exeter office, where we prioritise employee growth and offer a unique opportunity to thrive as a Protection Adviser. With a steady stream of warm leads, full administrative support, and the flexibility of hybrid or remote working, you can focus on delivering exceptional client service while enjoying an uncapped commission scheme and a clear pathway to partnership for ambitious advisers. Our collaborative work culture fosters professional development, making us an excellent employer for those seeking meaningful and rewarding careers in financial services.
