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For Companies At a Glance
- Tasks: Provide tailored protection advice and build relationships with clients and mortgage advisers.
- Company: Esteemed mortgage broker in the heart of Bath, known for excellent service.
- Benefits: Base salary up to £35,000, uncapped commission, ongoing training, and hybrid working.
- Why this job: Join a growing team and make a real difference in clients' financial security.
- Qualifications: Minimum 3 years’ experience as a Protection Adviser with knowledge of relevant products.
- Other info: Dynamic environment with opportunities for professional growth and development.
The predicted salary is between 35000 - 35000 £ per year.
Recruit UK are supporting an esteemed mortgage broker based in the heart of Bath, known for delivering a consistently excellent service. Due to continued growth and demand from their existing mortgage client base, they are now looking to strengthen their protection offering with an additional hire.
Responsibilities
- Provide tailored protection advice to clients referred internally by mortgage advisers
- Assess clients’ financial circumstances and protection needs to recommend suitable solutions
- Advise on a range of products including life cover, critical illness, and income protection
- Maintain regular communication with clients throughout the advice and application process
- Build and maintain relationships with internal mortgage advisers to maximise cross-referral opportunities
- Ensure all advice is compliant with regulatory requirements and internal standards
- Manage your own pipeline effectively, from initial enquiry through to policy completion
- Keep up to date with product knowledge, market changes, and regulatory developments
What We’re Looking For
- Minimum 3 years’ experience as a Protection Adviser
- Good knowledge of life cover, critical illness cover, and income protection
- Exposure to private medical insurance and general insurance is advantageous, but not essential
- Able to commute to a centrally based Bath office
What’s on Offer
- Base salary up to £35,000 (DoE)
- Uncapped commission with OTE exceeding £90,000
- Ongoing training and development
- Hybrid working after probation
Apply today if you’re interested in discussing this position.
Protection Adviser in Bath employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Adviser in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage and protection sectors. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for those interviews by brushing up on your product knowledge. Make sure you can confidently discuss life cover, critical illness, and income protection. We want you to shine when they ask about your experience!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. We’re all about making those connections count!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing familiar faces from our community. Let’s get you that Protection Adviser role!
We think you need these skills to ace Protection Adviser in Bath
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience as a Protection Adviser. We want to see how your skills align with the responsibilities mentioned in the job description, so don’t hold back!
Showcase Your Knowledge: Demonstrate your understanding of life cover, critical illness, and income protection in your application. We’re looking for someone who knows their stuff, so share any relevant experiences or insights that set you apart.
Keep It Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through. A friendly tone can make your application stand out, especially since building relationships is key in this role.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Recruit UK
✨Know Your Products Inside Out
Make sure you have a solid understanding of life cover, critical illness, and income protection products. Be prepared to discuss how these products can meet clients' needs and how they differ from one another.
✨Showcase Your Client Relationship Skills
Since building relationships is key in this role, think of examples where you've successfully maintained client communication or collaborated with colleagues. Highlight your ability to manage a pipeline effectively and keep clients informed throughout the process.
✨Stay Updated on Regulations
Familiarise yourself with the latest regulatory requirements and market changes related to protection advice. Being knowledgeable about compliance will show that you take your responsibilities seriously and are committed to providing excellent service.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific client situations or challenges. Prepare by thinking through various scenarios you might encounter and how you would approach them, demonstrating your problem-solving skills and client-centric mindset.