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.
- Other info: Enjoy team events and clear career progression within a national brand.
- 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.
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
John Charcol is an exceptional employer, offering a supportive and high-performing environment for Telephone Advisors in Financial Services. With a strong focus on employee growth, competitive salaries, and a hybrid working model, we prioritise your career progression while ensuring a healthy work-life balance. Join us in our central London or Southampton offices to be part of a respected national brand that values client-first financial advice and fosters a positive team culture.
Contact Details:
John Charcol - Independent Mortgage Expertise Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Telephone Advisor - Financial Services in Southampton
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We think you need these skills to ace Telephone Advisor - Financial Services in Southampton
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 John Charcol - Independent Mortgage Expertise.
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How to prepare for a job interview at John Charcol - Independent Mortgage Expertise
✨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 John Charcol - Independent Mortgage Expertise.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at John Charcol - Independent Mortgage Expertise 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 John Charcol - Independent Mortgage Expertise 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.
