At a Glance
- Tasks: Advise affluent clients on personal protection and build long-term relationships.
- Company: Respected financial services firm prioritising quality advice and collaboration.
- Benefits: Competitive salary, commission structure, private medical insurance, and flexible working options.
- Other info: Join a supportive team with strong values and excellent growth opportunities.
- Why this job: Maximise earnings while delivering quality advice to high-net-worth clients.
- Qualifications: Experience in personal protection and a client-first mindset.
If you are a driven Protection Adviser who wants to spend more time advising and less time chasing weak opportunities, this role offers exactly that. This is a rare opportunity to join a respected, high‑performing financial services business supporting affluent clients with complex protection needs, where quality, behaviour and long‑term relationships come first.
This well‑established, privately owned financial services firm delivers a full cradle‑to‑grave proposition across mortgages, protection, private medical insurance and associated professional services. The business operates with strong values, genuine collaboration and a long‑term mindset, serving predominantly high‑net‑worth clients across affluent regions. Behaviour comes before revenue, and teamwork is non‑negotiable.
The business is seeking an experienced Protection Adviser to hit the ground running within an existing, active client base. You will advise on personal protection as a core focus, with opportunities to support business protection, later‑life planning and inheritance tax solutions where appropriate. You will work closely with mortgage advisers generating consistent referral opportunities, allowing you to focus on advice quality and case conversion rather than cold prospecting. Both employed and self‑employed models are available, with flexibility depending on experience and performance.
Key Responsibilities
- Provide regulated advice on personal protection including life cover, CI, income protection and family protection
- Identify opportunities for business protection and estate planning solutions
- Build long‑term relationships with clients, delivering exceptional service
- Collaborate closely with mortgage advisers and internal teams
- Maintain compliant, accurate records in line with FCA standards
- Consistently meet agreed production expectations
Employed Package
- Basic Salary £30k + Commission Structure tiered up to 35%
- 20 days holiday plus 1 extra day accumulated service up to 25 days
- Private Medical Insurance
- 1 WFH day once probation passed
Self Employed
- 50% of self-generated leads - 42% of leads provided
- PMI referred 20% and 10% upon renewal
Skills & Experience
- Proven experience advising on personal protection
- Business protection and inheritance tax experience advantageous
- Strong technical knowledge with a client‑first mindset
- Comfortable working with high‑value cases
- Team‑focused with no ego
Why Apply
You’ll be joining a business that genuinely values quality advice, long‑term client relationships and strong professional behaviour. With consistent internal referrals, support behind the scenes and access to high‑net‑worth clients, this role allows you to maximise earnings without compromising standards. It’s a long‑term opportunity for a protection professional who wants stability, respect and the platform to grow.
Protection Adviser in Stanmore employer: NRG Resourcing
NRG Resourcing is an exceptional employer, offering a dynamic work culture in Greater London that fosters collaboration and professional growth. As an End-to-End Mortgage Case Manager, you will benefit from career development opportunities while working on complex cases alongside a supportive team, ensuring your skills are continually enhanced in a fast-paced environment.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Adviser in Stanmore
✨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 Protection Adviser in Stanmore
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.
