Mortgage and Protection Adviser

Trade Recruit is proud to be recruiting on behalf of one of our prestigious clients based in Thurrock.

Find out more about this role by reading the information below, then apply to be considered.
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 Responsibilities
Advising clients on a wide range of personal and business protection products
Working closely with mortgage brokers to support wider client needs
Managing a portfolio of retail and high-net-worth clients
Recommending appropriate protection solutions, including:
Life Insurance
Critical Illness Cover
Income Protection
Business Protection
Advising on key business protection policies, including:
Key Person Insurance
Shareholder Protection
Managing and progressing a pipeline of warm, pre-qualified leads
Building strong, long-term client relationships
Ensuring all advice is fully compliant with FCA and regulatory requirements
Working towards and exceeding individual performance targets
Requirements Essential:
Minimum of 2 years experience in financial services or protection sales
Proven track record in protection or insurance sales
Strong communication and relationship-building skills
Confidence dealing with high-value and complex clients
Target-driven with a strong commercial mindset
Desirable: xwzovoh
Experience advising on both personal and business protection
CeMAP qualification (or willingness to work towards it)
Whats on Offer
£25,000 £30,000 basic salary (DOE)
Uncapped commission structure
All leads provided
Strong, existing pipeline of engaged clients
Exposure to high-net-worth and commercial clients
Supportive, professional team environment
Office-based role, Monday to Friday
Location & Working Pattern
Location: Thurrock (office-based)
Working Pattern: Monday to Friday
Apply Now
If you're ready to take the next step in your career.