At a Glance
- Tasks: Advise clients on protection needs and deliver financial wellbeing reviews.
- Company: Join Brookson, a trusted provider of accountancy and support services since 1995.
- Benefits: Earn up to £30,000 with OTE of £50,000, plus hybrid working and wellness perks.
- Other info: Enjoy a supportive culture with opportunities for professional development and career growth.
- Why this job: Make a real impact by helping clients secure their financial future.
- Qualifications: Keen to study for RO1 qualification; strong numeracy and communication skills required.
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?
- Essential experience: 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 Northampton employer: Brookson (A People2.0 Company)
At Brookson, we pride ourselves on being a dynamic and rewarding employer, offering our Protection Advisors a supportive work culture that values professional growth and employee wellbeing. With hybrid working options, competitive salaries, and a comprehensive benefits package including financial advice and wellness initiatives, our Coventry office provides an ideal environment for those looking to thrive in their careers while maintaining a healthy work-life balance.
Contact Details:
Brookson (A People2.0 Company) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Protection Advisor in Northampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching Brookson and understanding their values and services. Tailor your responses to show how your skills as a Protection Advisor align with their mission and client needs.
✨Tip Number 3
Practice your pitch! Be ready to explain why you're the perfect fit for the role. Highlight your experience, especially if you’re transitioning from sales or recruitment, and how it relates to advising clients on protection requirements.
✨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 serious about joining the Brookson team.
We think you need these skills to ace Protection Advisor in Northampton
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 eagerness to study for the RO1 qualification!
Showcase Your Skills:We want to see your excellent oral, written, and listening skills shine through. Use clear language and structure your application well to demonstrate your strong organisational abilities.
Research Brookson:Familiarise yourself with Brookson and our services. Mentioning specific aspects of our company in your application can show us that you’re genuinely interested and have done your homework!
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 makes the process smoother for everyone involved.
How to prepare for a job interview at Brookson (A People2.0 Company)
✨Know Your Stuff
Make sure you research Brookson and understand their services, especially in the financial wellbeing space. Familiarise yourself with protection products and current legislation affecting freelancers and contractors. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Skills
Highlight your numeracy skills and any relevant experience in compliance-regulated industries. Be ready to discuss how your background in sales or recruitment can translate into the role of a Protection Advisor. Use specific examples to demonstrate your organisational skills and ability to prioritise workloads.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Ask insightful questions about the team dynamics and how they support each other. This not only shows your interpersonal skills but also your eagerness to be part of a collaborative environment.
✨Prepare for Scenarios
Think about potential client scenarios you might face as a Protection Advisor. Prepare to discuss how you would approach these situations, focusing on solution-finding and client engagement. This will demonstrate your proactive mindset and readiness to take ownership of client needs.
