At a Glance
- Tasks: Advise clients on protection solutions and utilise AI technology for efficient case management.
- Company: Award-winning protection and mortgage brokerage in the heart of London.
- Benefits: Competitive salary, commission structure, remote work, and generous holiday allowance.
- Other info: Enjoy a dynamic workplace with excellent career growth and a focus on employee well-being.
- Why this job: Join a supportive team and make a real difference in clients' lives with no cold calling.
- Qualifications: Minimum 12 months experience in protection advising within a regulated environment.
The predicted salary is between 40000 - 40000 £ per year.
Experienced Protection Adviser — City of London - Capital Fortune Rockhopper Ltd
Capital Fortune Rockhopper is an award winning protection and mortgage brokerage in the City of London. We are seeking an experienced protection adviser to join our team.
- Salary
- £40,000 basic plus 12% commission (Standard Model)
- £12,000 basic plus 40% commission (Premier Model)
- Hours
- 12 - 40 hours per week
- Location
- Remote Working – Monthly Training Days in Office 22 Tudor Street, London. EC4Y
- Leads
- Our Own Website and Client Bank
- Also
- 29 days including Birthday and Bank Holidays. Pension. Professional and network fees paid.
No cold calling. No pipeline to build.
Every enquiry comes to you warm, from inside our own business.
Mortgage clients who need cover behind borrowing we have just arranged.
Wills and estate planning clients who have just spent an hour thinking about who depends on them.
They are not being sold to — they have already asked the question protection answers.
Our AI technology does the work that is not advice.
Calls recorded, transcribed, searchable.
Client reports drafted by AI from the transcript, compliance-checked before they reach you.
Every file examined before submission, not a sample.
Opportunities found for you via our AI tools, from histories nobody has time to read.
Every regulated decision is still signed off by a person with the heavy-lifting done by our AI systems.
Thirteen years.
That is how long our average member of staff has been here.
We are small by choice, award winning, and a top-tier writer within our national network.
Administration runs every case through to on risk, so your time goes on clients.
What we need.
- Twelve months minimum advising on protection in a regulated environment. Not a trainee position.
- Knowledge of insurer underwriting, medical loadings and non-standard acceptance.
- Business that stays on the books. Persistency matters.
- The ability to hear what a client has not said out loud.
The money, plainly.
Premier
Model: £12,000 basic, contractual plus 40% of everything you bank, from the first case.
No tiers, no thresholds, no cap.
Standard
Model: £40,000 basic, contractual plus 12% of everything you bank, from the first case.
We will not ask you to take an OTE figure on trust.
Reach second interview and our advisers will tell you what they earn.
How we decide.
Your CV and a completion of our online psychometric test.
A confidential conversation followed by an interview with the people you would work alongside.
The testing comes first so every applicant is read on the same evidence, and nobody is turned down on a score alone.
We are an equal opportunities employer and recruit on capability. If you need an adjustment at any stage, tell us before you start - asking will not count against you.
One role. One adviser. Not a pool.
Rock Hopper is a trading name of Capital Fortune Rockhopper Ltd which is an Appointed Representative of The Right Mortgage Ltd which is authorised and regulated by the Financial Conduct Authority.
Capital Fortune Rockhopper Ltd FCA number 439474 – registered address: , 22 Tudor Street, London EC4Y 0AY.
- www. rockhopper. uk. net
- #J-18808-Ljbffr
Experienced Protection Broker employer: Capital Fortune Rockhopper / Client Connect
Capital Fortune Rockhopper is an exceptional employer located in the heart of London, offering a dynamic work culture that fosters growth and development. As a Trainee Protection Broker, you will benefit from comprehensive training, access to warm leads, and a clear progression path within an award-winning brokerage. With a competitive remuneration model and the flexibility of hybrid working after training, this role provides a meaningful opportunity for those looking to build a rewarding career in the financial services sector.
Contact Details:
Capital Fortune Rockhopper / Client Connect Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Protection Broker
✨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
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
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.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Capital Fortune Rockhopper / Client Connect. 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 Experienced Protection Broker
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 Capital Fortune Rockhopper / Client Connect.
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 Capital Fortune Rockhopper / Client Connect'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 Capital Fortune Rockhopper / Client Connect
✨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 Capital Fortune Rockhopper / Client Connect.
✨Prepare for Case Studies
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 Capital Fortune Rockhopper / Client Connect 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 Capital Fortune Rockhopper / Client Connect 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.
