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Protection advisor

Southampton
John Charcol - Independent Mortgage Expertise
Protection advisor
Posted: 20 February
Offer description

The Company
Established nearly 50 years ago, John Charcol is one of the UK's most respected whole-of-market mortgage and protection brokers. With flagship offices in central London and Southampton and advisers operating nationwide, we combine experience, scale and innovation to deliver high-quality, client-first financial advice.
As our business continues to grow, we are expanding our Protection team and seeking an experienced Protection Adviser to join a supportive, high-performing environment. You will work alongside a strong Mortgage Advice network, receiving warm leads and helping clients put meaningful protection in place that safeguards their financial future.
This is an excellent opportunity for an adviser ready to take the next step in their career within a well-established national brand that actively supports long-term progression.

The Role
Reporting to the Sales Manager, you will:
Provide expert advice and quotations on protection insurance products
Manage your pipeline effectively in line with company policy
Maintain accurate records and strong case administration
Engage clients in a compliant, professional and customer-first manner
Convert warm leads from Mortgage Advisers
Deliver against sales targets while maintaining high conduct standards
Demonstrate strong awareness of customer outcomes and risk
Contribute positively to team culture and performance

What we're looking for
Knowledge of leading protection insurance contracts
Strong administrative and time-management skills
Ability to manage a structured pipeline in a regulated environment
Customer-focused with excellent relationship-building skills
Highly organised with attention to detail
Commercially driven and target focused
Confident IT and Microsoft Office user
Professional communicator who builds trust

What you'll get
Competitive base salary + uncapped commission
Hybrid working: up to 2 days from home after 6 months
26 days annual leave + bank holidays
Holiday buying scheme
Laptop and equipment
Income protection cover
Life insurance & critical illness cover
Optional private medical insurance
Team events and company socials
Clear career development pathway within a respected national brand

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