At a Glance
- Tasks: Advise clients on personal and business protection solutions while managing warm leads.
- 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 exposure to high-net-worth clients.
- Why this job: Make a real impact by helping clients secure their financial futures.
- Qualifications: 2+ years in financial services with strong communication skills.
The predicted salary is between 25000 - 30000 £ per year.
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
- Strong communication and relationship-building skills
- 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)
Whats 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
Apply Now if you’re ready to take the next step in your career.
Locations
Mortgage and Protection Adviser in Chelmsford, Essex employer: Trade Recruit
Join a dynamic and supportive team at a leading mortgage brokerage in Thurrock, where your expertise as a Mortgage and Protection Adviser will be valued. With a strong focus on employee growth, you will benefit from a consistent flow of warm leads, allowing you to concentrate on building meaningful client relationships while enjoying an uncapped commission structure and a professional work environment that fosters collaboration and success.
