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Protection Adviser, Salary from £30k + Bonus, Near Bromley
Financial DivisionsBromley, Kent, UK10 days ago
Job type
- Full-time
Job descriptionConduct in-person or telephone-based consultations to understand clients’ needs. Offer advice on a range of protection products, including life insurance, critical illness cover, income protection, and family income benefit. Ensure compliance with FCA regulations and complete all necessary documentation. Manage a pipeline of leads, follow up on client inquiries, and maintain accurate CRM records. Collaborate with mortgage advisers and admin staff for smooth case progression.
Are you an experienced Protection Adviser looking for your next career move? An exciting opportunity has arisen for a motivated and driven Protection Adviser to join an established in-office team based near Bromley.
Salary & Benefits :
- Basic Salary : £30,000
- Bonus : 30% + 2.5x validation
- Leads will be supplied by advisers in the office.
Role Overview : This is a full-time, office-based position where you’ll work closely with clients referred by mortgage advisers, providing tailored advice on protection products that safeguard their financial well-being. You’ll have the chance to thrive in a collaborative, professional environment, working with a team of like-minded individuals.
Key Responsibilities :
Assist clients with policy applications, underwriting queries, and post-sale servicing....
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Protection Adviser • Bromley, Kent, UK