Mortgage and Protection Adviser
il y a 1 jour
Brentwood
Trade Recruit is proud to be recruiting on behalf of one of our prestigious clients based in Thurrock.We are seeking an experienced Protection Adviser to join a fast-growing, whole-of-market mortgage brokerage. Working closely with a team of mortgage brokers, you will advise clients on a wide range of personal and business protection solutions, supporting both retail and high-net-worth clients already engaged in financial services such as residential mortgages, commercial mortgages, and bridging finance. This role benefits from a consistent flow of warm, pre-qualified leads, allowing you to focus on advising, building trust, and developing long-term client relationships rather than sourcing business.Key ResponsibilitiesAdvising clients on a wide range of personal and business protection productsWorking closely with mortgage brokers to support wider client needsManaging a portfolio of retail and high-net-worth clientsRecommending appropriate protection solutions, including:Life InsuranceCritical Illness CoverIncome ProtectionBusiness ProtectionAdvising on key business protection policies, including:Key Person InsuranceShareholder ProtectionManaging and progressing a pipeline of warm, pre-qualified leadsBuilding strong, long-term client relationshipsEnsuring all advice is fully compliant with FCA and regulatory requirementsWorking towards and exceeding individual performance targetsRequirements Essential:Minimum of 2 years experience in financial services or protection salesProven track record in protection or insurance salesStrong communication and relationship-building skillsConfidence dealing with high-value and complex clientsTarget-driven with a strong commercial mindsetDesirable:Experience advising on both personal and business protectionCeMAP qualification (or willingness to work towards it)Whats on Offer£25,000 £30,000 basic salary (DOE)Uncapped commission structureAll leads providedStrong, existing pipeline of engaged clientsExposure to high-net-worth and commercial clientsSupportive, professional team environmentOffice-based role, Monday to FridayLocation & Working PatternLocation: Thurrock (office-based)Working Pattern: Monday to FridayApply NowIf you're ready to take the next step in your career.TPBN1_UKTJ