At a Glance
- Tasks: Provide expert advice on protection products and build lasting client relationships.
- Company: Join the UK's leading mortgage broker with a proven track record.
- Benefits: Uncapped earnings, flexible working options, and ongoing training.
- Other info: Dynamic environment with access to warm leads and supportive team.
- Why this job: Make a real difference by helping clients protect what matters most.
- Qualifications: Experience in protection advisory and strong communication skills.
The predicted salary is between 28000 - 60000 £ per year.
Protection Adviser in Newcastle Upon Tyne
16th June, 2026
Protection Adviser - Join Mortgage Advice Bureau (MAB)
Location: [Newcastle Upon Tyne]
Full-time | Employed
OTE: £30,000 - £70,000 (Uncapped Commission)
Mortgage Advice Bureau (MAB) is the UK's leading mortgage broker, with its unique partnership model geared towards strategic growth and winning 250+ awards for the quality of its advice and service.
An Insurance Life Specialist advises individuals and businesses on life insurance and related protection products. The role involves assessing client needs, recommending suitable coverage, explaining policy features, and maintaining long-term client relationships while ensuring compliance with financial regulations and company standards.
What You’ll Be Doing:
- Meet with clients to assess financial protection and life insurance needs
- Recommend appropriate life insurance products and coverage levels
- Explain policy terms, exclusions, premiums, and benefits clearly
- Conduct fact-finding and risk assessments
- Generate new business through referrals, networking, and lead generation
- Maintain and grow an existing client portfolio
- Process applications and support underwriting requirements
- Ensure compliance with FCA and data protection regulations
- Review client policies regularly and recommend updates where appropriate
- Liaise with underwriters, claims teams, and financial advisers
- Maintain accurate client records using CRM systems
- Achieve sales and retention targets
What's in it for you?
- Access to high-quality, warm leads from an established mortgage client base.
- Supportive and dynamic working environment with ongoing training and development.
- Opportunity to work under a nationally recognised brand with a proven track record.
What We’re Looking For:
- Experience in a protection advisory role (minimum 1 year preferred).
- Excellent knowledge of protection products and the current market.
- Strong ethical standards and a genuine desire to do the right thing for clients.
- Great communication, listening, and relationship-building skills.
- CeMAP or equivalent protection-related qualifications are desirable
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Protection Specialist in North East employer: Mortgage Advice Bureau
Mortgage Advice Bureau is an exceptional employer that values innovation and collaboration, making it an ideal place for a Lead Full-Stack Engineer. With a strong commitment to employee growth, you will benefit from a comprehensive benefits package and a supportive work culture that encourages Agile practices and technical excellence. Located in a hybrid environment, this role offers the flexibility to balance work and personal life while contributing to meaningful projects in the mortgage industry.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Specialist in North East
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Mortgage Advice Bureau. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Protection Specialist in North East
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 Mortgage Advice Bureau.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Mortgage Advice Bureau's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Mortgage Advice Bureau
✨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 Mortgage Advice Bureau.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Mortgage Advice Bureau 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 Mortgage Advice Bureau 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.
