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

Reference: Protection Advisor London


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