Established in 1995, Brookson has been supporting freelancers, contractors, and self-employed professionals for 30 years. With our head office in Warrington and additional UK offices in London, Coventry, and Bournemouth, we have grown into a trusted provider of accountancy, tax, and support services.
Now part of the People2.0 group, we continue to innovate and expand, offering our employees a dynamic and rewarding place to build their careers.
Our Coventry office (CV5) is easily accessible by car and an 8-minute walk from the nearest train station. We offer hybrid working, with a minimum requirement of 2 days in the office and the flexibility to work from home the rest of the week. During an initial training period, you'll be in the office full-time for team integration and peer training.
This role would be well suited to an experienced Protection Advisor, or to someone from a sales or recruitment background who is looking to transition into a new career and complete the RO1 qualification.
What will you be doing as a Protection Advisor?
Reporting to the Mortgage & Protection Manager, the Protection Advisor will actively liaise with members of the Brookson Financial business line based in various locations in the UK and other Brookson departments.
* Deliver Financial Wellbeing Reviews to new and existing customers.
* Advise clients on protection requirements and provide recommendations.
* Build and maintain long-term client relationships.
* Proactively contact clients to promote financial services and encourage engagement.
* Research and stay updated on protection products and providers to meet client needs.
* Ensure compliance with regulatory requirements, including disclosure and product cost information.
* Stay informed on legislation changes affecting the Freelance Contractor and Interim Manager sectors.
* Take ownership of finding solutions for clients, collaborating with internal departments.
* Support and train new team members, including Advisers, Administrators, and Assistants.
* Assist the Mortgage & Protection Manager with MI and meet KPIs/objectives.
* Perform any other duties to support the Company.
What are the qualities that can help you thrive as a Protection Advisor?
Essential experience
* Keen to study the RO1 qualification, if you don’t already hold this
* High level of numeracy skills.
* Excellent oral, written and listening skills.
* Strong organisational skills and the ability to efficiently prioritise workloads
Desirable experience:
* Previous experience of working within a compliance regulated industry.
* R01 and R05 qualified
In Return for joining us as a Protection Advisor:
Here at Brookson, we want everyone to feel valued and have a sense of belonging. That is why we offer a wide range of benefits plus an internal commitment to all colleagues around communication, engagement, and professional development. The benefits for this role include:
* Salary of up to £30,000, depending on experience
* Achievable OTE of £50,000
* Hybrid working
* 5% company pension contribution after 3 months
* 23 days’ annual leave, plus bank holidays and your Birthday off each year
* 2 Press Pause days per year (An opportunity to step back, breathe, and focus on your wellness)
* Free Financial Advice including Mortgages and Savings.
* Wellbeing benefits including discounted gym membership, direct GP access, and an in-house Mental Health First Aid team to name a few.
Next Steps
If you are interested in being considered for this opportunity, please apply with your CV highlighting your relevant skills in relation to the above criteria.
Regardless of the outcome of your application, all candidates will be contacted. If your application is successful, Vicky from our talent team will reach out to you within three working days to guide you through the next steps.
Should you have any questions, please feel free to reach out to Vicky from the Talent Team on 07787 412090.