At a Glance
- Tasks: Conduct client consultations and provide tailored protection advice remotely.
- Company: Join a supportive team with a focus on client success and flexibility.
- Benefits: Enjoy no cold calling, steady leads, and the freedom of self-employment.
- Other info: Access structured training and maintain a work-life balance with true flexibility.
- Why this job: Elevate your career while working from home with excellent earning potential.
- Qualifications: Must hold relevant industry qualifications and have proven advisory experience.
The predicted salary is between 50000 - 70000 £ per year.
The Opportunity
Are you an experienced Protection Adviser looking for the freedom of a self‑employed, remote role without the stress of self‑generation? We are seeking a driven and qualified Protection Specialist to join our team. In this role, you will benefit from a consistent stream of high‑quality, warm leads. Our dedicated team of mortgage‑only advisers generate and pre‑book appointments directly into your diary, allowing you to focus entirely on what you do best: advising clients and closing deals. While this is a remote position, candidates must live within approximately 2.5 hours of Reading to attend essential quarterly meetings and occasional face‑to‑face training sessions.
Key Responsibilities
- Conduct comprehensive protection reviews with clients via phone or video consultation.
- Advise on a bespoke range of products, including Life Insurance, Critical Illness Cover, Income Protection, and Family Income Benefit.
- Build strong relationships with clients, ensuring they fully understand their options and receive excellent service.
- Manage your own diary efficiently to accommodate pre‑booked appointments.
- Maintain strict compliance standards in line with industry regulations.
What You'll Need to Succeed
- Qualifications: You must hold a relevant industry qualification—either CeMAP 1 or Ro5 (or equivalents) is essential.
- Experience: Proven track record as a successful Protection Adviser or Financial Adviser with strong closing skills.
- Location & Travel: Based within a 2.5‑hour radius of Reading and willing to travel for occasional corporate meetings.
- Mindset: A self‑motivated, disciplined approach to working remotely, combined with a passion for delivering top‑tier client outcomes.
Why Join Us?
- No Cold Calling: A reliable, steady pipeline of booked leads provided by our internal mortgage team.
- True Flexibility: The autonomy of running your own self‑employed business with the comfort of working from home.
- Full Support: Access to structured training sessions and ongoing development to help you maximize your earning potential.
To Apply
If you are a qualified adviser looking to elevate your career with a steady lead source and excellent flexibility, apply today with your updated CV.
Mortgage Protection Adviser- Self Employed employer: Rayner Personnel
Join a dynamic team as a Mortgage Protection Adviser, where you can enjoy the freedom of self-employment while benefiting from a consistent stream of high-quality leads. Our supportive work culture prioritises your growth with structured training and development opportunities, all while allowing you the flexibility to work remotely from the comfort of your home. With quarterly meetings in Reading, you'll stay connected with your colleagues and enhance your professional journey in a rewarding environment.
