Ellesmere Port (Hybrid - office based 2 to 3 days per week preferred, with flexibility to manage your own diary)
Company
The high volume mortgage brokerage we are working with generate a consistent flow of warm protection leads. Protection is their key growth focus, with warm leads provided by the mortgage team and split commission collaboratively.
The business offers hybrid working, a supportive office environment and full admin support, allowing advisors to focus purely on advising. Operating as an Appointed Representative of a national financial services network, the firm provides a stable, compliant platform with strong lead flow and flexibility.
Protection Advisor Responsibilities
Provide clear, compliant, and client-focused protection advice
Advise on a full range of protection products including life insurance, critical illness, income protection, and related solutions
Handle protection leads passed directly from mortgage advisors
Prioritise protection business as the core focus of the role
Build strong working relationships with internal mortgage advisors
Maintain accurate client records and ensure regulatory compliance
Experience Needed to Become a Protection Advisor
At least 1 year experience as a Protection Advisor
Strong understanding of protection products and suitability
Ability to manage a pipeline of warm, provided leads
Self-motivated and comfortable working in a self-employed role
Excellent communication and client relationship skills
Competent with compliance and documentation standards
Benefits of Being a Protection Advisor
All leads provided
Consistent protection referrals from an active mortgage team
Full admin support
Hybrid working with flexible diary management
Retainer available during initial months
Opportunity to increase earnings as protection performance improves
Supportive environment with a business-wide commitment to improving protection outcomes
If you are a Protection Advisor and interested in the above, please apply.
Job Category:
Protection Advisor
Job Type:
Full TimePermanent
Job Location:
Ellesmere Port
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