At a Glance
- Tasks: Advise clients on personal and business protection solutions while managing a portfolio of high-net-worth clients.
- Company: Join a fast-growing, whole-of-market mortgage brokerage in Thurrock.
- Benefits: Competitive salary, uncapped commission, and a supportive team environment.
- Other info: Office-based role with a strong pipeline of engaged clients.
- Why this job: Work with warm leads and build long-term relationships with clients.
- Qualifications: 2 years in financial services or protection sales; confident with complex clients.
Trade Recruit is proud to be recruiting on behalf of one of our prestigious clients based in Thurrock. We are seeking an experienced Protection Adviser to join a fast-growing, whole-of-market mortgage brokerage. Working closely with a team of mortgage brokers, you will advise clients on a wide range of personal and business protection solutions, supporting both retail and high-net-worth clients already engaged in financial services such as residential mortgages, commercial mortgages, and bridging finance. This role benefits from a consistent flow of warm, pre-qualified leads, allowing you to focus on advising, building trust, and developing long-term client relationships rather than sourcing business.
Key Responsibilities
- Advising clients on a wide range of personal and business protection products
- Working closely with mortgage brokers to support wider client needs
- Managing a portfolio of retail and high-net-worth clients
- Recommending appropriate protection solutions, including:
- Life Insurance
- Critical Illness Cover
- Income Protection
- Business Protection
- Advising on key business protection policies, including:
- Key Person Insurance
- Shareholder Protection
- Managing and progressing a pipeline of warm, pre-qualified leads
- Building strong, long-term client relationships
- Ensuring all advice is fully compliant with FCA and regulatory requirements
- Working towards and exceeding individual performance targets
Requirements
Essential:
- Minimum of 2 years’ experience in financial services or protection sales
- Proven track record in protection or insurance sales
- Confidence dealing with high-value and complex clients
- Target-driven with a strong commercial mindset
Desirable:
- Experience advising on both personal and business protection
- CeMAP qualification (or willingness to work towards it)
What’s on Offer
- £25,000 – £30,000 basic salary (DOE)
- Uncapped commission structure
- All leads provided
- Strong, existing pipeline of engaged clients
- Exposure to high-net-worth and commercial clients
- Supportive, professional team environment
- Office-based role, Monday to Friday
Location & Working Pattern
- Location: Thurrock (office-based)
- Working Pattern: Monday to Friday
Mortgage & Protection Advisor in Brentwood employer: Trade Recruit
Trade Mastermind is an exceptional employer, offering a dynamic work environment in Peterborough where innovation and growth are at the forefront. With a strong focus on employee development, you will benefit from ongoing leadership training, genuine career progression opportunities, and the chance to influence the future of one of the UK's fastest-growing business services organisations. Join us to be part of a collaborative culture that values accountability and continuous improvement while making a meaningful impact on the success of thousands of entrepreneurs.
