Job Description

Job Title:

Protection Adviser

Company:

Ascot Mortgages Ltd

Salary:

30,000 - 35,000 (depending on experience)

Hours:

35.5 hours per week

Holidays:

32 days including Bank Holidays + 1 extra day off for your birthday

Perks:

3pm finish every Friday

About Us

Ascot Mortgages Ltd is a well-established mortgage brokerage dedicated to delivering exceptional customer service and tailored financial solutions. We pride ourselves on our friendly, supportive working environment and our commitment to doing the right thing for our clients. Due to continued growth, we are looking for a motivated and knowledgeable Protection Adviser to join our team.

Role Summary

As a Protection Adviser, you will provide expert advice on a range of personal protection products, ensuring clients are fully protected alongside their mortgage or as standalone advice. You will build strong relationships with clients, explain policies clearly, and recommend suitable solutions based on their needs and budget.

Key Responsibilities

Provide advice on Life Insurance, Critical Illness Cover, Income Protection, Family Income Benefit and other relevant products. Conduct thorough fact-finds to understand client needs and objectives. Recommend compliant and suitable protection solutions. Liaise with clients over phone, video call and face-to-face (where applicable). Submit accurate applications and manage cases through to completion. Maintain excellent product knowledge and keep up to date with provider criteria. Build strong relationships with mortgage advisers and internal colleagues. Maintain accurate records in line with company and regulatory standards. Deliver a first-class client experience at all times.

Skills & Experience

Experience as a Protection Adviser or in a similar financial services role (essential). Knowledge of protection products and providers. Strong communication and relationship-building skills. Ability to explain complex information in a clear, client-friendly way. High attention to detail and excellent organisation. CeMAP, RO or equivalent qualifications beneficial but not essential.

What We Offer

Competitive salary:

30,000 - 35,000

32 days holiday (including Bank Holidays)

Extra day off for your birthday

3pm finish every Friday

Supportive team culture and ongoing development Modern office environment Opportunity to play a key role in a growing business

Working Hours

35.5 hours per week

Monday - Thursday: Standard office hours Friday:

Finish at 3pm

Job Type: Full-time

Pay: 30,000.00-35,000.00 per year

Benefits:

Company pension On-site parking
Work Location: In person