At a Glance
- Tasks: Advise clients on personalised protection solutions over the phone, online, and face-to-face.
- Company: Michael Usher Mortgage Services, a trusted financial partner in the UK.
- Benefits: Competitive salary with commission, OTE £50-65k in year one.
- Other info: Permanent position with opportunities for professional growth.
- Why this job: Make a real difference by helping clients secure their financial futures.
- Qualifications: Strong communication skills and a passion for client engagement.
The predicted salary is between 52200 - 63800 £ per year.
Company Description
Michael Usher Mortgage Services is a financial services company headquartered in Frimley, Surrey, and serves clients across the United Kingdom.
Specialising in personalised mortgage and protection advice, the company is committed to simplifying the mortgage process for its clients.
With a focus on tailored solutions, Michael Usher Mortgage Services has established itself as a trusted partner in helping individuals and families secure the best financial options for their needs.
Role Description
This is a full‑time, on‑site role in Frimley for a Protection Adviser.
The main purpose is to advise clients (both personal and business) over the phone, online and face‑to‑face, recommending suitable protection solutions based on their needs and circumstances.
The Protection Adviser will be responsible for delivering high‑quality financial advice focused on protection products and services, maintaining a strong emphasis on client engagement and relationship management.
This is a permanent employed position with a basic salary plus commission. OTE £50‑65k in year one.
- Key Deliverables & Responsibilities
- Maintain and build relationships with Mortgage Advisers, Commercial Advisers and introducers.
- Convert leads into written business, achieving sales and conversion targets.
- Complete thorough Fact Finds, including business structures and liabilities where necessary.
- Advise on personal and business products, such as Life insurance, critical illness cover, income protection, family income benefit, executive income protection, relevant life, key person and shareholder protection.
- Research products across a range of providers.
- Explain complex protection arrangements clearly.
- Complete medical underwriting requirements.
- Submit applications via provider and CRM systems.
- Prepare rational for recommendation reports.
- Pass compliant cases to admin.
- Maintain up‑to‑date market knowledge, maintaining minimum CPD requirements.
- #J-18808-Ljbffr
Protection Advisor in Frimley employer: talentATS
At talentATS, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Our St Helens location provides a supportive environment where you can grow your career as a Senior Lettings Manager, with opportunities for professional development and a commitment to maintaining high standards in property management. Join us to lead a dedicated team and make a meaningful impact in the residential lettings sector.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Advisor in Frimley
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like talentATS. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Protection Advisor in Frimley
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to talentATS.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on talentATS's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at talentATS
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with talentATS.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at talentATS will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former talentATS employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
