At a Glance
- Tasks: Provide expert protection advice and manage client relationships in a hybrid working environment.
- Company: Established financial services business with a strong focus on mortgage and protection solutions.
- Benefits: Enjoy warm leads, competitive commission, and flexible self-employed working arrangements.
- Other info: Join a supportive team with ongoing training and a strong referral network.
- Why this job: Make a real difference by helping clients secure essential protection solutions.
- Qualifications: CAS status and experience in providing protection advice are essential.
The predicted salary is between 30000 - 40000 £ 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.
Protection Advisor (Self-Employed) in Aylsham employer: Placing Faces
Join a dynamic and supportive financial services business in Aylsham, Norfolk, where you can thrive as a self-employed Protection Advisor. With a strong focus on lead generation, ongoing training, and a collaborative work culture, you'll have the opportunity to build meaningful relationships with clients while enjoying the flexibility of hybrid working. Our commitment to your success is reflected in our competitive commission structure and robust internal referral network, making this an excellent place for professional growth and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Advisor (Self-Employed) in Aylsham
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Placing Faces for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Protection Advisor (Self-Employed) in Aylsham
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Placing Faces. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Placing Faces. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Placing Faces
✨Show Off Your Financial Savvy
When you're talking with Placing Faces, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Placing Faces.
