At a Glance
- Tasks: Advise clients on personal and business protection solutions while managing a diverse portfolio.
- Company: Join a fast-growing, whole-of-market mortgage brokerage in Thurrock.
- Benefits: Enjoy a steady flow of warm leads and focus on building client relationships.
- Other info: Collaborative team environment with opportunities for professional growth.
- Why this job: Make a real difference by helping clients secure their financial futures.
- Qualifications: Experience in protection advice and strong relationship-building skills.
The predicted salary is between 40000 - 50000 Β£ 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
Mortgage and Protection Adviser in Essex employer: Trade Recruitment
Join a dynamic and supportive team at our prestigious Thurrock-based mortgage brokerage, where your expertise as a Mortgage and Protection Adviser will be valued. We offer a collaborative work culture that prioritises employee growth, with access to a steady stream of warm leads, allowing you to focus on building meaningful client relationships. Enjoy competitive benefits and the opportunity to thrive in a fast-paced environment dedicated to excellence in financial services.