PROTECTION ADVISOR - LONDON


A prestigious National Mortgage Broker is looking for a protection advisor to join the protection team due to increased business levels and organic growth.

The company is a highly successful brokerage with coverage received in the national and regional press as well as established relationships with a range of national estate agency networks and other introducers with whom exclusive agreements are in place.

You will provide protection advice from leads supplied, working as part of a protection team and be adept at dealing with clients including High Net Worth as you will deal with a first-class client base.

You will possess:

  • Currently in a protection sales role with a minimum of 12-month provable track record and able to demonstrate sales figures

  • Computer literate

  • High standard of attention to detail

  • A professional personal communication manner, both written and verbal

  • Excellent planning and organisational skills

  • A good understanding of FCA regulations

  • One of the following qualifications; CeMAP, ROI, CII,

For this role some key accountabilities are:

  • Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times

  • Keep up to date with all relevant product, legislative and technical changes – recording CPD in line with the requirements. 

  • Follow up on potential leads generated via the mortgage service. 

  • Ensure sufficient client information obtained and analyse the information gathered.

  • Undertake sufficient product and market research.

  • Attain and maintain level of competence as required.

  • The requisite technical knowledge and qualification as required by the FCA, or the firm at any given time

  • Provision of insurance advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures

  • Able to identify protection shortfalls and articulately highlight these to prospects – reinforcing the potential consequences of these not being adequately addressed

For further information please send your CV to info@privatefinance.co.uk

Reference: Protection Advisor London

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

© Private Finance Limited, 2020. Private Finance provides independent mortgage advice and arranges individual mortgage solutions for clients. Private Finance is a trading style of Private Finance Ltd, 29 Lincolns Inn Fields, London, WC2A 3EG, registered in England no. 3855776 and its Appointed Representatives. Private Finance Limited is authorised and regulated by the Financial Conduct Authority (FCA registration number 310566).

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