CrawlJobs Logo
Placing Faces Logo Placing Faces · Insurance

Protection Advisor

United Kingdom, Aylsham B2B · Job Posted June 30, 2026
Apply Position
Job Link Share

Job Description

An established and growing financial services business with a strong mortgage division that actively generates protection opportunities for advisers. The company is committed to supporting advisers with quality lead generation, ongoing training, and a collaborative environment focused on helping clients secure the right protection solutions.

Job Responsibility

  • Providing whole-of-market protection advice to clients
  • Conducting fact-finds and identifying suitable insurance solutions
  • Managing appointments generated through internal mortgage adviser referrals
  • Maintaining compliant records and delivering excellent customer outcomes
  • Building and maintaining strong relationships with clients throughout the advice process
  • Converting warm, pre-qualified leads into completed business.

Requirements

  • CAS status is essential
  • Previous experience providing protection advice
  • Strong knowledge of life insurance, critical illness cover, income protection and related products
  • Excellent communication and relationship-building skills.

What we offer

  • Warm, pre-qualified leads provided
  • Whole-of-market proposition
  • Hybrid working flexibility
  • Competitive commission split structure
  • Strong internal referral network from mortgage advisers
  • Training and support available for advisers moving from a restricted advice background
  • Self-employed role with autonomy and flexibility.
Placing Faces - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Protection Advisor

8 matching positions

New

Protection Advisor

Contact and advise clients on suitable protection products. Conduct fact-finds a...
Location
Location
United Kingdom , Grays
Salary
Salary:
25000.00 - 30000.00 GBP / Year
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous experience as a protection advisor dealing with life insurance, critical illness and mortgage insurance
  • Strong communication and relationship-building skills
  • A customer-focused approach with the ability to identify client needs
  • Self-motivated and target-driven mindset
  • Ability to manage a pipeline and work efficiently to achieve results
Job Responsibility
Job Responsibility
  • Contact and advise clients on suitable protection products
  • Conduct fact-finds and assess customers' protection needs
  • Recommend appropriate life insurance, critical illness cover, income protection, and related products
  • Manage client relationships throughout the advice and application process
  • Maintain accurate records and ensure compliance with industry regulations
  • Convert warm leads provided from existing mortgage clients into protection business
  • Deliver exceptional customer service and positive client outcomes
What we offer
What we offer
  • Basic salary of £25,000 – £30,000
  • Realistic On-Target Earnings of £60,000
  • Employed position offering stability and support
  • Warm leads provided from existing mortgage clients
  • Opportunity to develop within a growing business
  • Uncapped earning potential through commission incentives
  • Supportive and professional working environment
  • Fulltime
Read More
Arrow Right

Protection Advisor

Our client is a highly successful financial services brokerage with an establish...
Location
Location
United Kingdom , Gloucester
Salary
Salary:
25000.00 GBP / Year
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must have previous experience as a Protection Advisor
  • Proven track record in protection sales
  • Strong communication and objection-handling skills
  • Ability to work independently in a remote environment
  • Motivated by targets and high earnings potential
Job Responsibility
Job Responsibility
  • Advising clients on protection products including life cover, critical illness, and income protection
  • Conducting appointments generated by the mortgage adviser team
  • Converting warm leads into completed business
  • Managing your own diary and client appointments
  • Providing excellent customer outcomes and service throughout the process
  • Working towards monthly banking targets
What we offer
What we offer
  • Fully remote role with flexible diary management
  • Warm appointments supplied internally
  • 20% uncapped commission structure
  • Realistic OTE £70k+ with current advisers earning £100k+
  • No weekend requirement (optional if desired)
  • Join an established team of successful specialists
  • Strong support network and progression opportunities
  • Fulltime
Read More
Arrow Right

Protection Advisor

Our client A trusted financial planning firm that offers tailored wealth managem...
Location
Location
United Kingdom , Hampshire
Salary
Salary:
32000.00 - 36000.00 GBP / Year
cherivagroup.co.uk Logo
Cheriva Group Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Sales background – Experience in a target-driven environment
  • Qualifications – A minimum of R01 and R05 completed, with at least part qualification towards Level 4 Diploma in Financial Planning
  • Protection experience – Some knowledge and experience in protection products, including life insurance, critical illness, and income protection
  • Career ambition – A strong desire to progress into wealth management and grow within the industry
  • Self-motivation – A clear internal drive and determination to succeed
Job Responsibility
Job Responsibility
  • Provide tailored protection advice, including life insurance, critical illness cover, and income protection, ensuring clients have the right level of financial security
  • Conduct thorough fact-finding discussions to understand clients’ circumstances, goals, and potential vulnerabilities, aligning recommendations with their needs
  • Research and compare protection products from a comprehensive range of providers, ensuring competitive and high-quality solutions
  • Clearly explain policy features, benefits, and exclusions, empowering clients to make well-informed financial decisions with confidence
  • Maintain full compliance with FCA regulations and internal company standards, delivering advice with integrity and professionalism
  • Stay up to date with industry developments, insurer criteria changes, and product innovations to offer the most relevant and effective protection strategies
What we offer
What we offer
  • Highly attractive salary progression with a clear, structured incentivised plan
  • Long-term financial security through ongoing training and development towards full Level 4 qualification
  • A proven and structured business model that supports career progression into wealth management
  • Comprehensive benefits package, including performance-based incentives and pension contributions
  • A dynamic and supportive team environment, working alongside experienced professionals in a thriving financial services firm
  • Fulltime
Read More
Arrow Right
New

Child Protection Advisor

The Child Protection Technical Advisor supports the quality, consistency and int...
Location
Location
Czech Republic , Praha
Salary
Salary:
Not provided
sportvision.cz Logo
Sport Vision Czechia s.r.o.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 8 years of progressively responsible experience, with a strong focus on Child Protection programming in humanitarian and/or development contexts
  • Proven experience combining field-level implementation and technical advisory roles in Child Protection
  • Advanced degree in Human Rights, International Law, Social Sciences, Gender Studies, International Development, or a related field
  • Written and oral proficiency in English is required
  • Strong analytical, organisational, communication and diplomacy skills
  • Demonstrated experience providing technical guidance, capacity strengthening and quality assurance to multiple programmes or country teams
Job Responsibility
Job Responsibility
  • Provide technical support to ensure the integration and operationalisation of child protection, protection mainstreaming and GESI across all stages of the Programme Cycle Management
  • Support Country Programmes in the design and implementation of integrated child protection interventions, including case management, community-based child protection, and prevention and response to violence against children
  • Support Country Programmes in assessing and establishing partnerships with specialised protection actors
  • Contribute to the development, adaptation and operationalisation of relevant tools and approaches related to child protection and ProGESI
  • Design and deliver trainings on child protection, protection mainstreaming and GESI
What we offer
What we offer
  • Background and professionalism of the largest Czech non-governmental organization
  • Salary according to the PIN salary scale dependent on the cost of living in the specific home location
  • Laptop (also for personal use)
  • Mobile phone with a company tarif
  • Interesting and creative work in an international environment
  • Flexibility with occasional home-office
  • Open and informal organizational culture and interesting work in an international environment
  • On-site child care club located on the ground floor of our building
  • 25 days of annual leave
  • 3 days of sick leave
  • Fulltime
Read More
Arrow Right

Mortgage & Protection Advisor

Our client is an award winning and well established mortgage brokerage with a st...
Location
Location
United Kingdom , Sheffield
Salary
Salary:
70000.00 - 80000.00 GBP / Year
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CeMAP qualified (or equivalent)
  • Proven experience as a Mortgage & Protection Advisor
  • Strong knowledge of the mortgage and protection market
  • Comfortable generating business alongside working company leads
  • Ability to work independently in a self-employed environment
  • Excellent communication and relationship-building skills
  • Full UK driving licence preferred due to regional client coverage
Job Responsibility
Job Responsibility
  • Advising clients on mortgage and protection solutions tailored to their needs
  • Handling a mixture of provided leads and self-generated business
  • Managing the full mortgage process from enquiry through to completion
  • Building and maintaining relationships with clients, estate agents and introducers
  • Providing expert guidance across residential, remortgage and protection products
  • Generating business through networking and relationship building
  • Delivering excellent customer service throughout the client journey
  • Managing your own administration and pipeline
What we offer
What we offer
  • Strong lead source
  • Full leads provided
  • Retainer available to support you in the early months
  • Hybrid working with only 1 office day per week
  • Monday to Friday working pattern
  • High earning potential
  • 50/50 split on leads provided
  • 70/30 split on self generated business
  • Fulltime
Read More
Arrow Right

Mortgage and Protection Advisor

Our client is a Directly Authorised firm that works out of a well established es...
Location
Location
United Kingdom
Salary
Salary:
26000.00 - 28000.00 GBP / Year
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Fully qualified
  • Previous experience in mortgage and protection advising
  • Strong track record of achieving targets
  • Good understanding of compliance requirements
  • Ability to convert protection business effectively
Job Responsibility
Job Responsibility
  • Provide mortgage and protection advice to clients
  • Work with high-quality leads generated through estate agency branches
  • Maximise protection opportunities
  • Maintain high levels of compliance and submit fully compliant files
  • Build and manage relationships across a wide client base
  • Utilise existing back book to generate additional business
What we offer
What we offer
  • Hybrid working available
  • Monday to Friday
  • Strong lead flow to support earnings
  • Generous pension scheme
  • Additional company benefits
  • Fulltime
Read More
Arrow Right

Mortgage & Protection Advisor

Location
Location
United Kingdom
Salary
Salary:
60000.00 - 70000.00 GBP / Year
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Fully CeMAP qualified (or equivalent)
  • Experience advising on residential mortgages
  • Comfortable handling shared ownership, buy-to-let and self-employed cases
  • Strong track record of converting leads
  • Confident discussing and selling protection products (life & income protection essential)
  • Self-motivated and able to manage a busy lead flow
Job Responsibility
Job Responsibility
  • Provide advice on residential, buy-to-let and shared ownership mortgages
  • Manage a high volume of warm, qualified leads
  • Deliver strong protection advice alongside mortgage recommendations
  • Convert leads efficiently and compliantly
  • Build and maintain relationships with clients and introducers
  • Attend the Essex office weekly for collaboration and performance support
What we offer
What we offer
  • High-quality leads provided
  • Strong earning potential
  • Competitive commission splits
  • Supportive environment with proven advisor success stories and internal progression
  • Fulltime
Read More
Arrow Right

Mortgage & Protection Advisor

We are working with a WOM brokerage based in Rochester. They have a high street ...
Location
Location
United Kingdom , Rochester
Salary
Salary:
Not provided
placingfaces.co.uk Logo
Placing Faces
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years Mortgage & protection Advisor experience is essential
  • Fully CeMAP qualified or equivalent
  • Must be able to manage own workload and stay organised
Job Responsibility
Job Responsibility
  • Liaise with lenders to secure competitive mortgage rates
  • Stay updated on mortgage products, policies, and regulations
  • Build and maintain strong client relationships
  • Ensure compliance with financial regulations and internal policies
  • Must be able to manage own diary
What we offer
What we offer
  • 50/50 on leads provided
  • 70/30 for your self-generated business
  • Be self-employed
  • Fulltime
Read More
Arrow Right