At a Glance
- Tasks: Advise clients on personal and business protection solutions while managing a portfolio of high-net-worth clients.
- Company: Fast-growing, whole-of-market mortgage brokerage with a supportive team culture.
- Benefits: Consistent flow of warm leads, competitive salary, and opportunities for professional growth.
- Other info: Office-based role in Thurrock, Monday to Friday.
- Why this job: Build long-term relationships and make a real impact in clients' financial security.
- Qualifications: Minimum 2 years in financial services or protection sales with strong communication skills.
The predicted salary is between 40000 - 60000 £ per year.
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.
- Working closely with mortgage brokers to support wider client needs
- Managing a portfolio of retail and high-net-worth clients
- Life Insurance
- Critical Illness Cover
- Advising on key business protection policies
- Building strong, long-term client relationships
- Ensuring all advice is fully compliant with FCA and regulatory requirements
- Working towards and exceeding individual performance targets
- Minimum of 2 years experience in financial services or protection sales
- Strong communication and relationship-building skills
- Target-driven with a strong commercial mindset
- Exposure to high-net-worth and commercial clients
Office-based role, Monday to Friday in Thurrock.
HNW Mortgage Advisor employer: Trade Recruit
Join a dynamic and rapidly expanding mortgage brokerage in Thurrock, where you will thrive in a supportive work culture that prioritises collaboration and client satisfaction. With access to a steady stream of warm leads, you can focus on building meaningful relationships with high-net-worth clients while enjoying ample opportunities for professional growth and development. Our commitment to compliance and excellence ensures that you will be part of a team that values integrity and success.
