Protection Advisor

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Protection Advisor providing expert advice on income and mortgage protection to clients. Join a rapidly expanding financial services firm with innovative technology and qualified leads.

Posted 6/29/2026full-timeRemote • 🇬🇧 United KingdomJuniorMid-Level💰 £30,000 - £35,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in advising clients on income protection and mortgage protection products while ensuring a personalized client experience. Proficient in navigating multiple lenders to provide optimal solutions in a fast-paced brokerage environment.

Highest-signal resume keywords

B2C Inquiries HandlingIncome Protection AdviceMortgage Protection AdviceClient Relationship ManagementRO5 Qualification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Protection Product AdvisingBrokerage ExperienceMarket Solutions NavigationCustomer Support

Soft Skills

Excellent Communication SkillsAbility to Work IndependentlyThrives in Fast-Paced Environment

Tools & Technologies

Innovative Technology Utilization

Certifications & Qualifications

RO5 Qualification

Industry Keywords

Income ProtectionMortgage ProtectionClient JourneyBrokerage Environment

About the role

Key responsibilities & impact

Guide clients through their protection journey, from initial inquiry to completion
Ensure clients receive expert advice on income protection, mortgage protection, and other essential coverage
Leverage our client's innovative technology to work efficiently while maintaining the personal touch for lasting client relationships

Requirements

What you’ll need

Excellent communication skills - written and verbal
Ability to work in a faced paced environment
2+ years of experience advising on protection products in a brokerage environment
Thrives in a dynamic, fast-paced environment while working independently
Demonstrates expertise in handling B2C inquiries
Comfortable navigating multiple lenders to find optimal whole of market solutions
RO5 qualification (preferred but not essential)
Experience of supporting customers from initial enquiry to completion

Benefits

Comp & perks

True Work-Life Balance: Genuine remote working with all equipment provided - no commute, no office politics, just focused productivity from your home office
Unlimited Earning Potential: Competitive base salary plus an industry-leading commission structure that rewards your expertise and effort
Cutting-Edge Technology: Work with a platform designed to maximise your efficiency and success rate
Comprehensive Benefits: Including paid holidays, pension contributions, BUPA health insurance, and a flexible benefits portal tailored to your personal needs
Career Advancement: Join a rapidly growing organization with clear pathways for progression as the company continues its impressive expansion