At a Glance
- Tasks: Make outbound calls to clients and provide tailored protection policy recommendations.
- Company: A leading mortgage broker in Pinner with a supportive team environment.
- Benefits: Earn £60k-£70k OTE, enjoy commission, and receive full admin support.
- Other info: Opportunities for training and career progression in a fast-paced sales environment.
- Why this job: Join a dynamic team and help clients secure their financial future.
- Qualifications: Experience as a protection advisor and strong communication skills required.
The predicted salary is between 60000 - 70000 £ per year.
Location: Pinner
Salary: £60k - £70k OTE (OTE will quickly rise to £70k - £80k in year 2)
My client, a Directly Authorised specialist mortgage broker based in Pinner, is looking to bring on a Protection Advisor on a self-employed basis. All leads are provided, high quality, and passed directly from mortgage advisors within the business. You will receive full admin support. This is a fully office based role with the potential to go hybrid once established in the company. The role offers strong ongoing training and clear progression opportunities to support long-term career development.
Responsibilities for a Protection Advisor:
- Making outbound calls to clients who have recently secured a mortgage using the company’s mortgage advisors.
- Providing a range of suitable recommendations on protection policies that match the clients’ specific needs.
- Reviewing any existing policies the client already has in place and providing any appropriate advice or amendments as needed.
Requirements to become a Protection Advisor:
- A minimum of one year’s experience working as a protection advisor, selling and advising on mortgage insurance, critical illness cover, income protection, relevant life insurance, and executive income protection.
- Knowledge of Consumer Duty and FCA regulations.
- Ideally, you will have the R05 qualification, although this can be obtained once you have joined the company.
- A highly organised individual with excellent communication skills.
- Enjoyment of a fast-paced sales environment.
Benefits you will receive as a Protection Advisor:
- All leads provided.
- OTE of £60k–£70k.
- 35%-40% commission.
- Directly Authorised.
- Fully office based.
- Admin support.
- No weekend work.
If you are a Protection Advisor and are interested, please apply.
Protection Advisor in London employer: Placing Faces
Join a dynamic and supportive team as a Protection Advisor in Pinner, where you will benefit from high-quality leads and comprehensive admin support, allowing you to focus on what you do best. With a strong emphasis on ongoing training and clear pathways for career progression, this role offers not just a competitive salary but also the opportunity to thrive in a fast-paced sales environment without weekend work. Experience a workplace culture that values your growth and success while enjoying the advantages of a fully office-based role with the potential for hybrid flexibility in the future.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Advisor in London
✨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 in London
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.
