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- Tasks: Provide expert advice on protection insurance and manage client relationships.
- Company: Join John Charcol, a respected name in financial advice for nearly 50 years.
- Benefits: Enjoy competitive salary, uncapped commission, hybrid working, and generous leave.
- Why this job: Make a real difference by safeguarding clients' financial futures in a supportive team.
- Qualifications: Knowledge of protection insurance and strong relationship-building skills required.
- Other info: Clear career progression opportunities within a well-established national brand.
The predicted salary is between 36000 - 60000 £ per year.
The Company established nearly 50 years ago, John Charcol is one of the UK’s most respected whole-of-market mortgage and protection brokers. With flagship offices in central London and Southampton and advisers operating nationwide, we combine experience, scale and innovation to deliver high-quality, client-first financial advice. As our business continues to grow, we are expanding our Protection team and seeking an experienced Protection Adviser to join a supportive, high-performing environment.
You will work alongside a strong Mortgage Advice network, receiving warm leads and helping clients put meaningful protection in place that safeguards their financial future. This is an excellent opportunity for an adviser ready to take the next step in their career within a well-established national brand that actively supports long-term progression.
The Role
- Provide expert advice and quotations on protection insurance products
- Manage your pipeline effectively in line with company policy
- Maintain accurate records and strong case administration
- Engage clients in a compliant, professional and customer-first manner
- Convert warm leads from Mortgage Advisers
- Deliver against sales targets while maintaining high conduct standards
- Demonstrate strong awareness of customer outcomes and risk
- Contribute positively to team culture and performance
What we’re looking for
- Knowledge of leading protection insurance contracts
- Strong administrative and time-management skills
- Ability to manage a structured pipeline in a regulated environment
- Customer-focused with excellent relationship-building skills
- Highly organised with attention to detail
- Commercially driven and target focused
- Confident IT and Microsoft Office user
- Professional communicator who builds trust
What you’ll get
- Competitive base salary uncapped commission
- Hybrid working: up to 2 days from home after 6 months
- 26 days annual leave bank holidays
- Holiday buying scheme
- Laptop and equipment
- Income protection cover
- Life insurance & critical illness cover
- Optional private medical insurance
- Team events and company socials
- Clear career development pathway within a respected national brand
Protection Advisor employer: John Charcol - Independent Mortgage Expertise
Contact Detail:
John Charcol - Independent Mortgage Expertise Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage with professionals on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their values. We recommend practising common interview questions and tailoring your answers to highlight how your skills align with their needs. Show them you’re not just another candidate, but the perfect fit for their team!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. We suggest mentioning something specific from your conversation to remind them of your enthusiasm and fit for the role.
✨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, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Protection Advisor. Highlight your experience with protection insurance and any relevant qualifications. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about protection advice and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; show us what you’ve achieved in previous roles. Whether it’s hitting sales targets or building strong client relationships, we love to see results that demonstrate your capabilities.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, you’ll find all the info you need about the role and our company culture there!
How to prepare for a job interview at John Charcol - Independent Mortgage Expertise
✨Know Your Protection Products
Make sure you brush up on the various protection insurance products available. Understand their features, benefits, and how they can safeguard clients' financial futures. This knowledge will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Customer Focus
During the interview, highlight your experience in building strong relationships with clients. Share specific examples of how you've engaged clients in a compliant and professional manner, as this aligns perfectly with the company's customer-first approach.
✨Demonstrate Your Organisational Skills
Be prepared to discuss how you manage your pipeline effectively. Talk about your time-management strategies and how you maintain accurate records. This will show that you can thrive in a structured, regulated environment while keeping everything organised.
✨Engage with the Team Culture
Research the company culture and be ready to discuss how you can contribute positively to the team. Mention any past experiences where you’ve worked collaboratively to achieve sales targets or improve team performance, as this will resonate well with their high-performing environment.