At a Glance
- Tasks: Conduct financial reviews and recommend tailored protection solutions for clients.
- Company: Dynamic mortgage brokerage with a people-first culture near Southampton.
- Benefits: Up to £36,000 salary, 15% commission, 22 days leave, and festive office closure.
- Other info: Genuine progression opportunities and regular company events.
- Why this job: Join a supportive team and make a real impact on clients' financial security.
- Qualifications: Experience as a Protection Advisor with strong communication skills.
The predicted salary is between 36000 - 36000 £ per year.
Are you a talented Protection Advisor ready to leave behind cold calls and cancellations and start closing high-quality, pre-qualified cases every day? A people-first approach, relentless investment in quality lead generation, and a genuine commitment to doing things the right way.
Unlike many brokerages where mortgage advisors “bolt on” protection sales, this firm has a dedicated in-house protection team, focused entirely on delivering tailored, review-based protection advice for every client.
As a Protection Advisor, you’ll take ownership of a consistent flow of warm leads referred directly from the in-house mortgage team. Your role is to conduct full financial reviews, identify genuine needs, and craft protection solutions that provide long-term security for clients and their families.
You’ll join an experienced, close-knit team that’s known for its supportive, collaborative culture, where personality, professionalism, and passion are all valued as highly as performance.
- Conduct comprehensive financial reviews with warm, pre-qualified clients referred by mortgage advisors
- Recommend and arrange life, critical illness, and income protection policies tailored to individual needs
- Build long-term relationships with clients, ensuring retention and satisfaction
15% net commission on all written business – with no threshold or validation ~ 22 days annual leave + bank holidays & Office closed over Christmas ~ Regular company events ~ Genuine progression opportunities – including future self-employed options for top performers (current advisors earning £9,000/month)
Proven experience as a Protection Advisor or similar, ideally within a mortgage brokerage environment
Excellent communication and relationship-building skills
A serious attitude toward earning and delivering quality advice
It’s an opportunity to step into a high-quality, high-earning environment.
Specialist, Regulatory in Hampshire employer: NRG Resourcing
Join a leading mortgage brokerage in Park Gate, where you can thrive as a Protection Advisor in a supportive and collaborative culture. With a focus on quality lead generation and a dedicated in-house protection team, you'll enjoy the benefits of working with warm leads, exceptional commission structures, and genuine opportunities for career progression. Experience a people-first approach that values your professional growth while providing tailored financial solutions to clients.
StudySmarter Expert Advice🤫
We think this is how you could land Specialist, Regulatory in Hampshire
✨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 NRG Resourcing. 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 Specialist, Regulatory in Hampshire
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 NRG Resourcing.
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 NRG Resourcing'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 NRG Resourcing
✨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 NRG Resourcing.
✨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 NRG Resourcing 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 NRG Resourcing 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.
