Protection Advisor

Protection Advisor

Full-Time 36000 - 60000 £ / year (est.) Home office possible
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At a Glance

  • Tasks: Provide expert advice on protection products and support clients throughout their journey.
  • Company: Join a forward-thinking FinTech company reimagining financial experiences with AI.
  • Benefits: Competitive salary, uncapped commission, 29 days holiday, and fully remote work.
  • Why this job: Make a real impact while working with cutting-edge technology in a dynamic team.
  • Qualifications: 2+ years experience in life insurance and excellent communication skills.
  • Other info: Inclusive culture with opportunities for professional growth and recognised qualifications.

The predicted salary is between 36000 - 60000 £ per year.

Join our growing Protection Team at Loan.co.uk and play a key role in building a smarter, simpler protection offering. This is your chance to bring your expertise to a fast‑paced, forward‑thinking company that’s reimagining the financial experience using AI and automation. You’ll leverage your expertise to help ensure that our clients have the right protection solutions in place, whilst also bringing fresh ideas and insights to the table.

What You’ll Be Doing:

  • Provide expert advice on a range of protection products, guiding clients to the solutions that best suit their needs.
  • Work with cutting‑edge technology that allows you to spend more time with clients and less time on admin.
  • Help shape the future of our Protection offering, bringing your insights and experience to continuously improve our approach.
  • Support clients throughout the entire journey, from initial enquiry to completing applications and lifestyle questionnaires.
  • Advise existing clients with additional requirements.
  • Work as part of an incredible team to provide the best customer journey.
  • Ensure that all regulatory requirements are met.

We’re Looking for Someone Who has:

  • 2+ years’ experience advising on life insurance, income protection, and critical illness cover in a Whole of Market environment.
  • Excellent communication skills — both written and verbal.
  • A proven ability to work at pace and manage a large portfolio of clients.
  • Experience supporting customers from the initial enquiry to completion.
  • Strong track record in handling enquiries, searching multiple providers to find the best solution for your clients.
  • A RO5 or CeMAP qualification or a willingness to complete it as part of your role.
  • A willingness to be flexible to meet the needs of the customer.
  • A track record of consistently meeting/exceeding targets.
  • A keen interest in staying on top of trends and industry best practices and sharing your knowledge with the wider team.

Why You’ll Love Working Here:

  • A salary that reflects your value.
  • Uncapped commission – your success is your opportunity. OTE: £60,000.
  • 29 days holiday (including bank holidays), to use when you want, and growing annually.
  • Fully remote, fully trusted – work from anywhere in the UK.
  • Perkbox – get discounts on holidays, shopping, cinema trips, wellness, and more.
  • Company pension – via True Potential Investor.
  • BUPA health cover – your wellbeing matters to us.
  • We’ll fund and support you through your RO5 qualification, if you don’t already have it.

What It’s Like to Work Here:

You’ll join a company that’s inclusive, forward‑thinking, and genuinely values its people. We’re building something better, a broker for the future – and we want our team to grow with us.

Ready to Join Us?

If this sounds like your kind of role, we’d love to hear from you. You don’t need to tick every single box—if you’ve got the skills, passion, and the drive to make a difference, we want to hear from you. We’re an equal opportunity employer, and we welcome applicants from all backgrounds. If you need any adjustments, just let us know—we’ll do our best to make it work. Apply now and help us reshape the future of protection.

Protection Advisor employer: Loan.co.uk Limited.

At Loan.co.uk, we pride ourselves on being a forward-thinking FinTech company that values innovation and inclusivity. As a Protection Advisor, you'll enjoy a competitive salary with uncapped commission potential, generous holiday allowances, and the flexibility of fully remote work. Our commitment to employee growth is evident through our support for professional qualifications, ensuring you thrive in a dynamic environment where your contributions truly matter.
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Contact Detail:

Loan.co.uk Limited. 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 and let them know you're on the lookout for a Protection Advisor role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!

✨Tip Number 2

Prepare for those interviews by researching the company and its protection offerings. Show us you’re genuinely interested in how we’re reshaping the financial experience with AI and automation. Tailor your answers to highlight how your experience aligns with our mission.

✨Tip Number 3

Practice makes perfect! Get a friend or mentor to do mock interviews with you. This will help you articulate your thoughts clearly and confidently, especially when discussing your expertise in life insurance and income protection.

✨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, it shows us you’re serious about joining our incredible team at Loan.co.uk!

We think you need these skills to ace Protection Advisor

Expertise in life insurance
Income protection knowledge
Critical illness cover understanding
Excellent communication skills
Client portfolio management
Customer journey support
Regulatory compliance knowledge
RO5 or CeMAP qualification
Flexibility to meet customer needs
Target-driven mindset
Industry trend awareness
Team collaboration

Some tips for your application 🫡

Show Off Your Experience: Make sure to highlight your 2+ years of experience in advising on life insurance and protection products. We want to see how your background aligns with what we’re looking for, so don’t hold back!

Tailor Your Application: Take a moment to customise your application for the Protection Advisor role. Use keywords from the job description to show us you understand what we’re after and how you can contribute to our team.

Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured responses that get straight to the heart of your skills and experiences—no fluff, just the good stuff!

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’re considered for this exciting opportunity. Let’s make it happen!

How to prepare for a job interview at Loan.co.uk Limited.

✨Know Your Protection Products

Make sure you brush up on your knowledge of life insurance, income protection, and critical illness cover. Be ready to discuss how these products work and how they can benefit clients. This will show that you're not just experienced but also genuinely passionate about helping clients find the right solutions.

✨Showcase Your Communication Skills

Since excellent communication is key for a Protection Advisor, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or family to refine your responses. Remember, it’s not just what you say, but how you say it that counts!

✨Demonstrate Your Client-Centric Approach

Prepare examples from your past experience where you successfully supported clients throughout their journey. Highlight how you’ve tailored solutions to meet their needs and exceeded their expectations. This will illustrate your commitment to providing an exceptional customer experience.

✨Stay Updated on Industry Trends

Familiarise yourself with the latest trends and best practices in the protection sector. Being able to discuss current developments will not only impress your interviewers but also show that you’re proactive and eager to contribute fresh ideas to the team.

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