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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: Competitive salary, uncapped commission, hybrid working, and generous annual leave.
- Why this job: Make a real difference in clients' lives while advancing your career in a supportive team.
- Qualifications: Knowledge of protection insurance and strong relationship-building skills required.
- Other info: Enjoy a clear career development pathway and engaging team events.
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 in Southampton 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 in Southampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on social media. The more people know you're looking for a Protection Advisor role, the better your chances of landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client-first financial advice and be ready to discuss how you can contribute to their success. Show them you’re not just another candidate!
✨Tip Number 3
Practice your pitch! Be clear about your experience with protection insurance products and how you can manage a pipeline effectively. Confidence is key, so rehearse your answers to common interview questions until they feel natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Protection Advisor in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Protection Advisor role. Highlight your experience with protection insurance and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping clients with their financial futures. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you’ve met or exceeded sales targets in the past. We appreciate a results-driven mindset!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
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 relationships with clients. Share specific examples of how you've engaged clients in a compliant and professional manner, ensuring their needs are met. This will show that you align with the company's customer-first approach.
✨Demonstrate Your Organisational Skills
Be prepared to discuss how you manage your pipeline and maintain accurate records. Use examples from your past roles to illustrate your strong administrative skills and attention to detail, which are crucial for success in a regulated environment.
✨Emphasise Team Contribution
Talk about how you contribute positively to team culture and performance. Share instances where you've collaborated with colleagues or supported team goals, as this will resonate well with the company's emphasis on teamwork and high performance.