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- Tasks: Advise clients on protection products and ensure they receive tailored recommendations.
- Company: Join a successful firm in Cheshire East focused on client protection.
- Benefits: Enjoy warm leads, ongoing training, and a supportive team environment.
- Why this job: Make a real impact by helping clients protect what matters most.
- Qualifications: 1 year in financial services, CAS status, and strong communication skills required.
- Other info: No cold calling; work closely with mortgage advisers for client needs.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Are you passionate about helping people protect what matters most?
A successful, growing firm located in Cheshire East is looking to bring an experienced Protection Adviser into their team.
About the Role:
You’ll be advising on a full range of protection products, with the aim of ensuring every client receives clear, expert advice and the right cover for their circumstances.
•Provide expert advice and tailored recommendations on personal protection and business insurance products.
•Work closely with in-house mortgage advisers to identify client protection needs.
•Convert warm leads from an established client base – no cold calling required.
•Conduct thorough client fact-finds to assess individual and business protection requirements.
•Recommend suitable insurance solutions including life cover, critical illness, income protection.
•Maintain up-to-date knowledge of products, providers, and regulatory requirements.
•Ensure all advice and documentation meets FCA compliance standards.
•Build and maintain long-term relationships with clients, delivering excellent customer service.
•Achieve personal and team protection sales targets in line with company objectives.
What We Offer:
- The chance to work alongside experienced mortgage professionals
- A friendly, supportive team environment where your development is a priority
- Regular warm leads from existing clients
- Ongoing training and support to help you thrive
- A business that values its people and invests in their success
What We’re Looking For:
- Minimum of 1 year’s experience in financial services or protection sales
- CAS status
- A genuine passion for helping clients with protection needs
- Strong communication and relationship-building skills
- A proactive, professional attitude with a client-first approach
Protection Adviser employer: Pavilion Recruitment Solutions
Contact Detail:
Pavilion Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Adviser
✨Tip Number 1
Familiarise yourself with the latest protection products and regulations. This will not only boost your confidence during interviews but also demonstrate your commitment to staying informed in a rapidly changing industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who specialise in protection advice. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about job openings.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've successfully advised clients on protection needs. Use specific examples to showcase your expertise and ability to build long-term relationships, which is crucial for this role.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, culture, and the specific protection products they offer. Tailoring your conversation to align with their mission can set you apart from other candidates.
We think you need these skills to ace Protection Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Protection Adviser position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial services or protection sales. Mention specific achievements that demonstrate your ability to provide expert advice and build client relationships.
Showcase Your Skills: Clearly outline your communication and relationship-building skills in your application. Provide examples of how you've successfully worked with clients in the past, particularly in assessing their protection needs.
Tailor Your Cover Letter: Craft a personalised cover letter that reflects your passion for helping clients with protection needs. Mention why you are interested in this specific role and how you align with the company's values and objectives.
How to prepare for a job interview at Pavilion Recruitment Solutions
✨Show Your Passion for Protection
Make sure to express your genuine enthusiasm for helping clients protect what matters most to them. Share personal anecdotes or experiences that highlight your commitment to client welfare and how you’ve made a difference in their lives.
✨Demonstrate Your Knowledge
Be prepared to discuss various protection products, including life cover, critical illness, and income protection. Familiarise yourself with the latest industry trends and regulatory requirements to showcase your expertise during the interview.
✨Highlight Your Relationship-Building Skills
Since building long-term relationships with clients is crucial, come ready with examples of how you've successfully developed rapport with clients in the past. Discuss your approach to maintaining these relationships and ensuring excellent customer service.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to demonstrate how you would handle specific client situations. Think about how you would conduct a thorough fact-find or recommend suitable insurance solutions based on different client needs.
