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- Tasks: Advise clients on personalised protection solutions and build strong relationships.
- 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 development.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Strong communication skills and a passion for helping others.
The predicted salary is between 42500 - 57500 £ per year.
Michael Usher Mortgage Services is a financial services company headquartered in Frimley, Surrey, serving clients across the United Kingdom. Specialising in personalised mortgage and protection advice, the company is committed to simplifying the mortgage process for its clients.
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.
Protection Advisor in Frimley employer: talentATS
Contact Detail:
talentATS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Advisor in Frimley
✨Tip Number 1
Network like a pro! Get out there and connect with Mortgage Advisers and other professionals in the industry. Attend local events or join online forums to build relationships that could lead to job opportunities.
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers, make sure you can clearly explain how your skills match their needs. Tailor your conversation to highlight your experience with protection products and client engagement.
✨Tip Number 3
Stay updated on market trends! Knowing the latest in financial services and protection products will not only impress potential employers but also help you provide better advice to clients. Keep learning and share your insights during interviews.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Make sure to showcase your personality and passion for helping clients secure the best financial options when you apply for the Protection Adviser role.
We think you need these skills to ace Protection Advisor in Frimley
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the role of a Protection Adviser. We want to see how you can bring value to our team, so don’t hold back on showcasing your relevant expertise!
Showcase Your Communication Skills: As a Protection Adviser, you'll be advising clients over various channels. Use your written application to demonstrate your ability to communicate clearly and effectively. We love seeing candidates who can explain complex ideas simply!
Highlight Relationship Management Experience: Building and maintaining relationships is key in this role. Share examples from your past where you've successfully engaged with clients or colleagues. We’re looking for those who can foster strong connections!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at talentATS
✨Know Your Protection Products
Make sure you brush up on the various protection products you'll be advising on, like life insurance and critical illness cover. Being able to explain these clearly will show your expertise and help build trust with potential clients.
✨Master the Art of Relationship Building
Since this role involves maintaining relationships with Mortgage Advisers and introducers, think about how you can demonstrate your relationship management skills. Prepare examples from your past experiences where you've successfully built rapport and trust.
✨Prepare for Fact Finds
Get familiar with the process of completing thorough Fact Finds. You might be asked how you would approach gathering information from clients, so practice articulating your method for understanding their needs and circumstances.
✨Stay Updated on Market Trends
Keep yourself informed about the latest trends in the financial services market, especially regarding protection products. This knowledge will not only impress your interviewers but also show that you're committed to continuous professional development.