Protection Advisor (Home Working)

About the Role

We are seeking an experienced, motivated, and customer-focused Protection Advisor to join our growing team. In this role, you will guide clients through the entire protection journey — from initial enquiry to completion — ensuring they receive clear, compliant, and high-quality advice tailored to their needs. This is an excellent opportunity for advisers who are passionate about helping people secure the right protection solutions while developing a strong career in financial services.

Key Responsibilities

Client Advice & Relationship Management

• Provide expert protection advice tailored to each client’s financial circumstances and goals.
• Conduct thorough fact-find assessments to understand client needs.
• Explain protection products, and associated processes in a clear and accessible manner.
• Build long-term relationships with clients, estate agents, and other referral partners.

Mortgage Process & Compliance

• Manage the full protection process — application, submission, and follow-through to completion.
• Ensure all recommendations follow regulatory requirements and internal compliance standards.
• Maintain accurate, up-to-date client records and documentation.
• Stay informed on current protection products.

Performance & Business Development

• Work proactively to convert leads into completed protection applications.
• Develop and maintain strong relationships with referral partners to maximise lead flow.
• Meet agreed performance targets for activity, compliance, and customer satisfaction.

Skills & Experience Required

• Proven experience as a Protection Advisor.
• Strong understanding of protection products and underwriting processes.
• Excellent communication and rapport-building skills.
• Ability to work independently and manage a busy pipeline of clients.
• High level of professionalism, customer focus, and attention to detail.

What We Offer

• Competitive commission structure and generous earning potential.
• High-quality, consistent lead sources.
• Full administrative and compliance support.
• Opportunities for progression, development, and additional qualifications.
• Office-based, Hybrid or self-employed models available depending on location and business structure.
• A supportive, collaborative working culture with strong operational backing.

Ideal Candidate Profile

We’re looking for someone who is:

• Confident in giving regulated protection advice.
• Highly driven, proactive, and thrives in a sales-through-service environment.
• Able to build trust quickly with clients and partners.
• Organised and capable of managing multiple cases at varying stages.
• Motivated for both customer outcomes and commercial success