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Protection adviser

York (North Yorkshire)
Loan.co.uk
Protection advisor
Posted: 22 May
Offer description

Join Our Trailblazing FinTech Team as a Protection Adviser!


OTE £60,000


Are you an experienced and ambitious Protection Adviser eager to take your career to the next level? You’ll join our growing Protection Team at Loan.co.uk and play a key role in building a smarter, simpler protection offering — from the ground up.


This is your chance to bring your expertise to a fast-paced, forward-thinking company that’s reimagining the financial experience using AI and automation. If you’re ambitious, driven, and ready to make a real impact, we’d love to hear from you. You’ll leverage your expertise to help ensure that our clients have the right protection solutions in place, whilst also bringing fresh ideas and insights to the table.


💬 What You’ll Be Doing:

* Provide expert advice on a range of protection products, guiding clients to the solutions that best suit their needs.
* Work with cutting-edge technology that allows you to spend more time with clients and less time on admin.
* Help shape the future of our Protection offering, bringing your insights and experience to continuously improve our approach.
* Support clients throughout the entire journey, from initial enquiry to completing applications and lifestyle questionnaires.
* Advising existing clients with additional requirements.
* Working as part of an incredible team to provide the best customer journey.
* Ensuring that all regulatory requirements are met.


✅ We’re Looking for Someone Who has:

* 2+ years’ experience advising on protection products in a Whole of Market environment.
* Excellent communication skills — both written and verbal.
* A proven ability to work at pace and manage a large portfolio of clients.
* Experience supporting customers from the initial enquiry to completion.
* Strong track record in handling enquiries, searching multiple providers to find the best solution for your clients.
* A RO5 or CeMAP qualification or a willingness to complete it as part of your role.
* A willingness to be flexible to meet the needs of the customer.
* Someone with a track record of consistently meeting/exceeding targets.
* Someone who is keen to stay on top of trends and industry best practices and share your knowledge with the wider team.


💛 Why You’ll Love Working Here:

* A salary that reflects your value – because you're great at what you do.
* Uncapped commission – your success is your opportunity. OTE: £60,000
* Time to rest and recharge – 29 days holiday (including bank holidays), to use when you want, and growing annually.
* Fully remote, fully trusted – work from anywhere in the UK.
* Perkbox – get discounts on holidays, shopping, cinema trips, wellness, and more.
* Company pension – via True Potential Investor.
* BUPA health cover – your wellbeing matters to us.
* Recognised qualification - We’ll fund and support you through your RO5 qualification, if you don’t already have it.


🌱 What It’s Like to Work Here

You’ll join a company that’s inclusive, forward-thinking, and genuinely values its people. We’re building something better, a broker for the future – and we want our team to grow with us.


🚀 Ready to Join Us?

If this sounds like your kind of role, we’d love to hear from you. You don’t need to tick every single box—if you’ve got the skills, passion, and the drive to make a difference, we want to hear from you.

We're an equal opportunity employer, and we welcome applicants from all backgrounds. If you need any adjustments, just let us know—we’ll do our best to make it work.


Apply now and help us reshape the future of protection.

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