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Protection Advisor

Time Recruitment
Posted 5 days ago, valid for 5 days
Location

Stockport, Cheshire SK2 5JF, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

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  • The Protection Advisor position is a full-time role based in Stockport, offering remote work flexibility.
  • The salary for this position includes a basic of £30,000 with an on-target earnings (OTE) potential of £65,000-£70,000.
  • Candidates should have previous experience in financial services or insurance advisory, preferably with a focus on protection.
  • Key responsibilities include conducting needs analyses, recommending protection products, and ensuring compliance with FCA regulations.
  • The role also emphasizes building long-term client relationships and achieving performance targets.

? 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

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.