Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Advise clients on protection solutions and help shape a growing business.
- Company: Friendly brokerage with a small, supportive team and direct access to owners.
- Benefits: Flexible working arrangements and competitive remuneration package.
- Why this job: Make a real impact and grow alongside a dynamic brokerage.
- Qualifications: Experience in protection advice preferred but not essential; strong communication skills needed.
- Other info: Opportunity to influence the business and develop your own client bank.
The predicted salary is between 36000 - 60000 ÂŁ per year.
We’re a small, friendly brokerage made up of two experienced advisers, and we’re looking for a Protection Adviser to join us as we grow our protection arm. This is a great opportunity for someone who enjoys autonomy, wants to make a real impact, and likes the idea of helping shape a growing business rather than being “just another number” in a large firm.
About the role
- Advising clients on protection solutions including life insurance, critical illness, income protection and family protection
- Working with warm leads and existing clients, with scope to develop your own client bank
- Providing clear, compliant, and client-focused advice
- Helping us grow and refine our protection proposition as the business expands
About you
- Experienced or newly qualified Protection Adviser (CAS preferred but not essential)
- Passionate about protection and doing the right thing for clients
- Self-motivated, organised, and comfortable working independently
- Strong communication skills and a client-first mindset
- Keen to be part of a small team and contribute ideas
Small, supportive team with direct access to the business owners. Opportunity to genuinely influence and grow the protection side of the business. Flexible working arrangements (to be discussed). Competitive remuneration package (employed or self-employed options considered). A chance to grow with the firm as we expand.
If you’re a Protection Adviser who wants more than a standard role and likes the idea of building something alongside a growing brokerage, we’d love to hear from you. Interested? Message us directly or apply via LinkedIn.
Advisor in Borehamwood employer: TR Financial Limited
Contact Detail:
TR Financial Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisor in Borehamwood
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for a Protection Adviser role. You never know who might have a lead or can introduce you to someone at a growing brokerage.
✨Tip Number 2
Be proactive! Don’t just wait for job postings to pop up. Research small brokerages that align with your values and send them a message expressing your interest. We love seeing passionate candidates who take the initiative!
✨Tip Number 3
Showcase your expertise! Prepare a short presentation or a portfolio of your past successes in protection advice. When you get the chance to chat with potential employers, this will help you stand out and demonstrate your value.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of our growing team and contributing to something special.
We think you need these skills to ace Advisor in Borehamwood
Some tips for your application 🫡
Show Your Passion: When writing your application, let your passion for protection shine through! We want to see that you genuinely care about helping clients and making a difference in their lives.
Be Yourself: Don’t be afraid to show your personality in your application. We’re a small, friendly team, and we value authenticity. Let us know what makes you unique and how you can contribute to our growing business.
Tailor Your Application: Make sure to tailor your application to the role of Protection Adviser. Highlight your relevant experience and skills, especially those that align with our client-first mindset and the ability to work independently.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures it gets into the right hands quickly. Plus, we love seeing applications come through our own platform!
How to prepare for a job interview at TR Financial Limited
✨Know Your Protection Products
Make sure you brush up on the various protection solutions like life insurance, critical illness cover, and income protection. Being able to discuss these confidently will show that you're not just knowledgeable but also genuinely passionate about helping clients.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've put clients first in your previous roles. Whether it's through tailored advice or going the extra mile, demonstrating a client-first mindset will resonate well with the interviewers.
✨Emphasise Your Autonomy and Initiative
Since this role offers a lot of independence, be ready to share instances where you've successfully worked autonomously. Highlighting your self-motivation and organisational skills will show that you're the right fit for their small, dynamic team.
✨Engage with Their Vision
Research the brokerage and think about how you can contribute to their growth. Bring ideas to the table during the interview about how you can help refine their protection proposition, showing that you're not just looking for a job, but a chance to make a real impact.
