At a Glance
- Tasks: Provide expert protection advice and build strong client relationships.
- Company: Established financial services business with a focus on growth and support.
- Benefits: Enjoy hybrid working, competitive commissions, and warm leads.
- Other info: Join a supportive team with ongoing training and development opportunities.
- Why this job: Make a real difference in clients' lives while enjoying flexibility and autonomy.
- Qualifications: CAS status and experience in protection advice required.
The predicted salary is between 31500 - 38500 £ per year.
Location
Hybrid working, based in Aylsham, Norfolk.
Company
An established and growing financial services business with a strong mortgage division that actively generates protection opportunities for advisers.
The company is committed to supporting advisers with quality lead generation, ongoing training, and a collaborative environment focused on helping clients secure the right protection solutions.
- Protection Advisor Responsibilities
- Providing whole-of-market protection advice to clients.
- Conducting fact-finds and identifying suitable insurance solutions.
- Managing appointments generated through internal mortgage adviser referrals.
- Maintaining compliant records and delivering excellent customer outcomes.
- Building and maintaining strong relationships with clients throughout the advice process.
- Converting warm, pre-qualified leads into completed business.
Experience Needed to Become a Protection Advisor
- CAS status is essential.
- Previous experience providing protection advice.
- Strong knowledge of life insurance, critical illness cover, income protection and related products.
- Excellent communication and relationship-building skills.
Benefits of Being a Protection Advisor
- Warm, pre-qualified leads provided.
- Whole-of-market proposition.
- Hybrid working flexibility.
- Competitive commission split structure.
- Strong internal referral network from mortgage advisers.
- Training and support available for advisers moving from a restricted advice background.
- Self-employed role with autonomy and flexibility.
If you are a Protection Advisor and interested in the above, please apply.
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Protection Advisor (Self-Employed) in Aylsham employer: Placing Faces Ltd
Placing Faces Ltd is an excellent employer, offering a dynamic work environment in Warrington where you can thrive as a Business Development Manager. With a strong emphasis on team support and professional growth, employees benefit from clear progression paths and a culture that prioritises service excellence. The blend of office and field work ensures a varied and engaging role, making it a rewarding place to develop your career in bridging finance.
