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For Companies At a Glance
- Tasks: Provide expert advice on protection insurance and manage client relationships.
- Company: Join John Charcol, a respected mortgage and protection broker with nearly 50 years of experience.
- 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 environment.
- Qualifications: Knowledge of protection insurance, strong admin skills, and a customer-focused mindset.
- Other info: Enjoy team events, clear career progression, and a positive team culture.
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
Quality Advisor - Customer Care 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 Quality Advisor - Customer Care in Southampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage 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 Quality Advisor role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to protection insurance. We recommend doing mock interviews with friends or using online resources to boost your confidence and showcase your expertise.
✨Tip Number 3
Showcase your skills! Create a portfolio or a presentation that highlights your achievements in customer care and sales targets. This will help you stand out and demonstrate your value to potential employers.
✨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 Quality Advisor - Customer Care in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Quality Advisor role. Highlight your experience with protection insurance and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about customer care and how your background makes you a perfect fit for John Charcol. Keep it professional but let your personality show through!
Showcase Your Achievements: When detailing your work history, focus on your achievements rather than just duties. Use numbers and examples to demonstrate how you've met or exceeded sales targets and contributed to team success. We love seeing results!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at John Charcol!
How to prepare for a job interview at John Charcol - Independent Mortgage Expertise
✨Know Your Stuff
Make sure you brush up on your knowledge of protection insurance products. Familiarise yourself with the leading contracts and be ready to discuss how they can benefit clients. This will show that you're not just a candidate, but someone who genuinely understands the industry.
✨Showcase Your Customer Focus
Prepare examples of how you've successfully built relationships with clients in the past. Highlight your customer-first approach and how it has led to positive outcomes. This is crucial for a role that emphasises client engagement and satisfaction.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage your pipeline and keep track of your cases. Use specific examples to illustrate your time-management skills and attention to detail. This will reassure them that you can handle the structured environment they operate in.
✨Engage with Confidence
Practice your communication skills before the interview. You want to come across as professional and trustworthy. Think about how you can convey your confidence in a way that builds rapport with the interviewer, making them feel at ease while discussing your potential fit for the team.