Protection Advisor
New Today
An opportunity has arisen for a Protection Advisor to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Protection Advisor, you will be advising on personal and business protection plans tailored to each client’s individual circumstances.
This role offers, hybrid working options, a salary range of £24,000 - £28,000 plus commission and benefits.
You will be responsible for:
Delivering tailored advice on a range of protection products including life insurance, critical illness cover, income protection and business protection
Assessing client needs and recommending appropriate solutions aligned with their financial goals
Following a structured advice process to ensure suitability, clarity, and compliance
Staying up to date with relevant industry guidelines and maintaining internal compliance standards
Working proactively to support lead conversion and contribute to business growth
What we are looking for:
Previously worked as a Protection Advisor, Protection Consultant, Insurance Advisor, Insurance Consultant, Insurance Broker, Protection Specialist, Insurance Sales Advisor, Insurance Consultant, Insurance Sales Consultant, Life Insurance Advisor or in a similar role
At least 2 years of experience in protection advisory within the UK
Familiarity with regulatory standards and compliance expectati...
- Location:
- Neath
- Salary:
- £24,000 - £28,000 /annum
- Category:
- Accounting & Finance