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- Tasks: Help clients with financial wellbeing and build lasting relationships.
- Company: Join Brookson, a trusted provider in accountancy and support services since 1995.
- Benefits: Up to £30,000 salary, hybrid working, and wellness perks like gym discounts.
- Why this job: Make a real difference in clients' lives while growing your career in a supportive environment.
- Qualifications: Keen to study for RO1 qualification; strong numeracy and communication skills required.
- Other info: Dynamic workplace with opportunities for professional development and a sense of belonging.
The predicted salary is between 30000 - 30000 £ per year.
Established in 1995, Brookson has been supporting freelancers, contractors, and self-employed professionals for 30 years. With our head office in Warrington and additional UK offices in London, Coventry, and Bournemouth, we have grown into a trusted provider of accountancy, tax, and support services. Now part of the People2.0 group, we continue to innovate and expand, offering our employees a dynamic and rewarding place to build their careers.
Our Coventry office (CV5) is easily accessible by car and an 8-minute walk from the nearest train station. We offer hybrid working, with a minimum requirement of 2 days in the office and the flexibility to work from home the rest of the week. During an initial training period, you'll be in the office full-time for team integration and peer training.
This role would be well suited to an experienced Protection Advisor, or to someone from a sales or recruitment background who is looking to transition into a new career and complete the RO1 qualification.
What will you be doing as a Protection Advisor?
- Reporting to the Mortgage & Protection Manager, the Protection Advisor will actively liaise with members of the Brookson Financial business line based in various locations in the UK and other Brookson departments.
- Deliver Financial Wellbeing Reviews to new and existing customers.
- Advise clients on protection requirements and provide recommendations.
- Build and maintain long-term client relationships.
- Proactively contact clients to promote financial services and encourage engagement.
- Research and stay updated on protection products and providers to meet client needs.
- Ensure compliance with regulatory requirements, including disclosure and product cost information.
- Stay informed on legislation changes affecting the Freelance Contractor and Interim Manager sectors.
- Take ownership of finding solutions for clients, collaborating with internal departments.
- Support and train new team members, including Advisers, Administrators, and Assistants.
- Assist the Mortgage & Protection Manager with MI and meet KPIs/objectives.
- Perform any other duties to support the Company.
What are the qualities that can help you thrive as a Protection Advisor?
- Keen to study the RO1 qualification, if you don’t already hold this.
- High level of numeracy skills.
- Excellent oral, written and listening skills.
- Strong organisational skills and the ability to efficiently prioritise workloads.
Desirable experience:
- Previous experience of working within a compliance regulated industry.
- R01 and R05 qualified.
In Return for joining us as a Protection Advisor:
- Salary of up to £30,000, depending on experience.
- Achievable OTE of £50,000.
- Hybrid working.
- 5% company pension contribution after 3 months.
- 23 days’ annual leave, plus bank holidays and your Birthday off each year.
- 2 Press Pause days per year (An opportunity to step back, breathe, and focus on your wellness).
- Free Financial Advice including Mortgages and Savings.
- Wellbeing benefits including discounted gym membership, direct GP access, and an in-house Mental Health First Aid team to name a few.
Next Steps
If you are interested in being considered for this opportunity, please apply with your CV highlighting your relevant skills in relation to the above criteria. Regardless of the outcome of your application, all candidates will be contacted. If your application is successful, Vicky from our talent team will reach out to you within three working days to guide you through the next steps. Should you have any questions, please feel free to reach out to Vicky from the Talent Team on 07787 412090.
Protection Advisor in Coventry employer: Brookson (A People2.0 Company)
Contact Detail:
Brookson (A People2.0 Company) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Advisor in Coventry
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant online groups. The more people you know, the better your chances of landing that Protection Advisor role.
✨Tip Number 2
Prepare for interviews by researching Brookson and understanding their services. Show them you’re not just another candidate; you’re genuinely interested in helping clients with their financial wellbeing.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills, whether from sales or recruitment, can translate into success as a Protection Advisor. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Brookson team.
We think you need these skills to ace Protection Advisor in Coventry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Protection Advisor role. Highlight any relevant experience, especially in sales or compliance, and don’t forget to mention your communication skills. We want to see how you can bring value to our team!
Show Your Passion for Learning: Since we’re keen on candidates who are eager to study for the RO1 qualification, make sure to express your enthusiasm for learning and professional development in your application. Let us know how you plan to tackle this qualification!
Be Clear and Concise: When writing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read. We appreciate straightforward communication, so show us your excellent written skills right from the start!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our dynamic team at Brookson!
How to prepare for a job interview at Brookson (A People2.0 Company)
✨Know Your Stuff
Make sure you brush up on the latest protection products and regulations. Being knowledgeable about the industry will not only impress your interviewers but also show that you're genuinely interested in the role.
✨Showcase Your Skills
Highlight your numeracy skills and any relevant experience, especially if you've worked in a compliance-regulated environment. Be ready to discuss how these skills can help you excel as a Protection Advisor.
✨Build Rapport
Since this role involves building long-term client relationships, practice your communication skills. During the interview, engage with your interviewers, listen actively, and respond thoughtfully to their questions.
✨Ask Insightful Questions
Prepare some questions about the company culture, team dynamics, and opportunities for professional development. This shows that you're not just interested in the job, but also in how you can grow within the company.