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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 name in financial services 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 environment.
- Qualifications: Knowledge of protection insurance and strong relationship-building skills required.
- Other info: Enjoy team events and clear career progression within a 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
Telephone Advisor - Financial Services 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 Telephone Advisor - Financial Services in Southampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at John Charcol. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of protection insurance products. We want you to show off your expertise and how you can help clients safeguard their financial future. Practice common interview questions and think about how you can demonstrate your customer-focused approach.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the team at John Charcol.
We think you need these skills to ace Telephone Advisor - Financial Services in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Telephone Advisor. Highlight your experience in financial services 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 joining John Charcol and how you can contribute to our team. Keep it professional but let your personality show through.
Showcase Your Customer Focus: Since this role is all about client-first advice, make sure to include examples of how you've successfully built relationships with clients in the past. We love seeing how you put customers at the heart of what you do!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at John Charcol - Independent Mortgage Expertise
✨Know Your Products Inside Out
Make sure you have a solid understanding of the protection insurance products you'll be discussing. Research common questions clients might have and prepare clear, concise answers. This will show your expertise and help build trust with the interviewers.
✨Showcase Your Customer Focus
Prepare examples that highlight your customer service skills. Think about times when you've gone above and beyond for a client or resolved a tricky situation. This will demonstrate your commitment to a client-first approach, which is crucial for this role.
✨Master Your Pipeline Management
Be ready to discuss how you manage your workload and pipeline effectively. Share specific strategies you use to stay organised and ensure compliance in a regulated environment. This will reassure them that you can handle the demands of the role.
✨Engage with Confidence
Practice your communication skills before the interview. You want to come across as professional and confident. Role-play with a friend or family member to refine your delivery and ensure you can build rapport easily during the interview.