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Vacany Details

Protection Advisers

Salary:  £24,000 - £33,000 per annum + OTE 

Bonuses of up to 60% of basic salary on offer!

Location: Reigate, Surrey (Potential for home-based working)

The Company

This is a fantastic opportunity for both Trainee Adviser & more experienced Protection Advisers to join one of the UK’s largest and most highly respected names in the Financial Services Industry. Our client has a thriving Life Insurance Division and due to exciting growth plans are looking to recruit several new advisers into the team.

This is a rare opportunity to join a company that will genuinely invest in your development, taking you from Trainee Adviser to Senior Adviser within an agreed timeframe. You will be given full training in order to reach CAS status (if not already) and will be guided through all of the relevant RO1 and RO5 qualifications. This is an opportunity to join a passionate team within a fantastic business and begin building a long-term career within Financial Services.

Key responsibilities of a Protection Adviser include:

  • Initially you will be guided through a detailed training scheme where you will become fully qualified in relevant qualifications (paid for and trained by the company)

  • You will be providing telephone-based advice to clients regarding Life Insurance and Protection services

  • Conducting fact finds and researching client requirements

  • Maintaining records on the internal system and following the company sales process

  • Building rapport and communicating professionally with clients

  • Making sure clients are receiving the best possible service at all times

Your key skills as an Protection Adviser will include:

  • Previous experience within financial services would be ideal

  • Previous experience in a professional customer focused environment is essential

  • A professional approach and excellent communication skills

  • Ability to communicate effectively over the phone

  • Self-motivated and a desire to succeed

  • Ability to demonstrate drive and ambition to carve out a successful career within financial services

  • IT literate and attention to detail

Whats on offer:

  • A base salary that rises upon completion of probation period, and again once you reach Senior Adviser status after a further 12 months.

  • A generous bonus scheme that reaches up to 60% of your base salary

  • A very competitive benefits package including generous holiday entitlement, death in service, company pension scheme and access to hundreds of discounted perks including holidays, shopping, food & drink vouchers and much more

  • The opportunity to work for a highly respected, well known Financial Advisory Business

  • A thorough training programme that will provide you with lifelong formal qualifications within the Financial Services Industry

  • A genuine long term career path where you can become a fully-fledged financial adviser

  • A passionate team within a fantastic working environment


To apply for this role, please hit the 'Apply Now' button to send us your CV and a short covering note.

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