At a Glance
- Tasks: Provide expert advice on protection products and build lasting client relationships.
- Company: Mortgage Advice Bureau is the UK's leading mortgage broker with a strong reputation for quality service.
- Benefits: Enjoy flexible working options, ongoing training, and uncapped earnings potential.
- Other info: Apply directly or email us to start your journey with MAB!
- Why this job: Join a supportive team and make a real impact by helping clients protect what matters most.
- Qualifications: Experience in protection advisory roles and strong communication skills are essential.
The predicted salary is between 28000 - 60000 £ per year.
Protection Adviser
Wilkins Financial Services – Mortgage Advice Bureau
Location: 9 Bolebridge Street, Tamworth, Staffordshire, B79 7PA
Working pattern: Office-based
Salary: £35,000 basic salary
OTE: Approximately £40,000
Contract: Permanent, employed position
The opportunity
Wilkins Financial Services is looking for an experienced Protection Adviser to join its established team in Tamworth.
Working alongside Wilkins Estate Agents and the company’s mortgage advisers, you will receive a regular supply of customers requiring professional protection advice. The business expects to provide approximately seven to ten opportunities each week.
This is a protection-only position, allowing you to focus on understanding customers’ circumstances, identifying their protection needs and recommending suitable solutions.
Key responsibilities
- Providing suitable and compliant protection advice to new and existing customers
- Contacting customers referred by mortgage advisers and estate agency teams
- Conducting comprehensive protection fact-finds and needs assessments
- Advising on life insurance, critical illness cover and income protection
- Explaining policy features, costs, benefits and exclusions clearly
- Preparing suitable recommendations based on each customer’s circumstances
- Managing applications from the initial consultation through underwriting to policy commencement
- Liaising with insurers and customers to progress applications
- Following up supplied opportunities promptly and professionally
- Maintaining accurate customer and compliance records
- Identifying opportunities for additional and future protection reviews
- Building long-term relationships that generate repeat business and referrals
- Delivering an excellent customer experience throughout the advice process
About you
We Would Like To Hear From Candidates Who
- Have previous experience providing regulated protection advice
- Hold the relevant qualifications and permissions to advise on protection products
- Have achieved the appropriate competent adviser status
- Possess a strong understanding of life insurance, critical illness cover and income protection
- Are confident converting estate agency and mortgage-related referrals
- Can discuss sensitive financial circumstances professionally
- Have excellent communication and relationship-building skills
- Are organised and capable of managing a busy pipeline
- Deliver consistently high standards of customer service and compliance
- Are comfortable working from the Tamworth office
- Work effectively alongside mortgage advisers and estate agency colleagues
This vacancy is for an experienced adviser and is not suitable for trainee applicants.
What we offer
- £35,000 basic salary
- OTE of approximately £40,000
- A permanent, employed position
- Approximately seven to ten supplied opportunities each week
- Referrals generated through an established estate agency and mortgage business
- A protection-only position
- An office-based, collaborative working environment
- Access to a broad range of protection providers
- The backing of the Mortgage Advice Bureau network
- The opportunity to join an established local financial services business
#J-18808-Ljbffr
Protection Specialist 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
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Mortgage Advice Bureau). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Mortgage Advice Bureau. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Protection Specialist
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Mortgage Advice Bureau.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Mortgage Advice Bureau. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Mortgage Advice Bureau
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Mortgage Advice Bureau to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Mortgage Advice Bureau, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Mortgage Advice Bureau's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
