Protections Advisor
Cheadle Hulme
£30000/annum
Posted 2 days ago
About the role
️ Job Title: Protection Advisor
Location: Stockport (Remote/Work from Home Available)
Employment Type: Full-time
Salary: £30,000 basic + OTE £65,000-£70,000
About the Role
Time Recruitment is proud to be working in partnership with a leading financial services provider based in Stockport. Our client is seeking a talented and driven Protection Advisor to join their growing team. While the company is headquartered in Stockport, this role offers full flexibility to work from home.
As a Protection Advisor, you'll play a vital role in helping clients secure their financial future. You'll assess individual needs and recommend tailored protection solutions including life insurance, income protection, and critical illness cover.
Key Responsibilities
- Conduct detailed fact-finds and needs analyses with clients
- Recommend appropriate protection products based on client circumstances
- Clearly explain insurance options and terms in a client-friendly manner
- Ensure full compliance with FCA regulations and internal standards
- Build and maintain long-term client relationships
- Liaise with insurers and underwriters to secure competitive terms
- Consistently meet and exceed performance targets and KPIs
Skills & Experience
- Previous experience in financial services or insurance advisory (protection experience preferred)
- Excellent communication and interpersonal skills
- Self-motivated with the ability to manage a remote client portfolio
- Familiarity with CRM systems and digital tools
- CeMAP or equivalent qualification (preferred but not essential)
- FCA-authorised or willing to work towards authorisation.
What's on Offer
- £30,000 basic salary
- Uncapped commission with realistic OTE of £65,000-£70,000
- Remote working flexibility
- Comprehensive training and ongoing development
- Supportive and collaborative team culture
- Clear progression pathways
About this listing
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