Protection Advisor

An award-winning Finance brokerage, serving customers in Maidenhead, Berkshire, Buckinghamshire, and across the UK.
The team’s dedication revolves around assisting local communities to thrive, they cherish their customers and are committed to aiding them in their home-buying journey or remortgage needs. Their strategy for business growth centres on consistently delivering a proven 5-star rated service and offering top-notch advice.
The ultimate goal is to ensure that when clients choose them as their trusted mortgage brokerage, they not only receive tailored expertise but also a friendly ally, providing the best advice with genuine care for their clients goals.
The Culture
Anything but corporate, the team are very social embracing the chance to build friendships rather than just relationships with their partners and introducers, meeting up with locally on a regular basis.
The team have a natural, friendly and welcoming approach to clients, confident in the expert knowledge the team have accumulated over their careers.
Each member of the brokerage is invested in the growth and development of the business, an integral part of the decision making and future growth plans of the business.
The Protection Advisor role
As the Self-Employed Protection Advisor for the brokerage, you will have an extensive knowledge of the Protection industry and whole of market protection products. It is essential that you have passion for networking and building your own client book, the brokerage will assist and support you with networking events and marketing to grow your business within the company.
The brokerage is looking for Protection Advisors to be an integral part of the growth of the business, implementing ideas and being the driving force behind growth of their department, and the opportunity to receive shares in the business.
Protection AdvisorKey responsibilities

• Provide expert advice and guidance to clients
• Helping clients secure the most suitable protection products, tailored to their financial circumstances.
• Analyse and compare protection products from various providers
• Keep up to date with new protection products and changes in regulation
• follow strict industry rules and guidelines and ensure you give impartial and appropriate advice

The Protection Advisor package

• Self Employed
• Remote - Hybrid
• Office based near Maidenhead
• 70% - 80% Commission for Self-Generated
• Hit £600k banked overall to open up a discussion about shares in the business
• Administrative support

The Protection Advisor desired skills and experience

• Experienced and qualified Protection Advisor
• Ability to network and generate new business
• Commercially aware
• Proactive and creative

Think that this role is right for you?
Contact us to arrange a call, we’d love to find out more about you.