Protection Advisor

Protection Adviser

Job Reference: 9727

Location: Sidcup

Salary: Basic salary is £30k, 2.5x validation. 30% bonus. Leads will be supplied via advisers in the office.

We're looking for an adviser that has a minimum of 2 years' experience and holds CAS.

We are seeking a dedicated and driven Protection Adviser to join our in-office team. Based at our Sidcup office, you will work closely with clients, referred by mortgaged advisers to identify and recommend suitable protection products that safeguard their financial well-being. This is a full-time, office-based role ideal for someone who thrives in a collaborative and professional environment.

Key Responsibilities

• Conduct in-person or telephone-based consultations from our office to understand clients' personal and financial circumstances.
• Provide tailored advice on a range of protection products including life insurance, critical illness cover, income protection, and family income benefit.
• Explain policy features and underwriting considerations clearly and compliantly.
• Maintain up-to-date knowledge of providers, products, and industry changes.
• Complete all compliance documentation and suitability reports to meet FCA regulations.
• Manage a pipeline of leads, follow up on client enquiries, and maintain CRM systems accurately.
• Collaborate with mortgage advisers and admin staff to ensure smooth case progression.
• Support clients with policy applications, underwriting queries, and post-sale servicing.

Ideal Person

• Confident communicator with a professional, client-first approach.
• Comfortable working in a busy, office-based sales and advice environment.
• Strong organisational skills and attention to detail.
• Self-motivated, resilient, and target oriented.
• Able to contribute positively to a team culture and share best practices.

Qualifications & Experience

• Minimum 2 years of experience in a protection or financial advice role (office-based experience preferred).
• Solid understanding of personal protection products and underwriting.
• Qualifications (desirable but not essential):
• CII R05 - Financial Protection
• CII RO1 or equivalent
• CeMAP - Certificate in Mortgage Advice and Practice
• Proficient in using CRM and back-office systems.
• Strong written and verbal communication skills.