Who We Are
At Finance Planning Group, we're not just about numbers and policies—we're about people. We help our clients feel confident and secure about their future by giving them honest, expert protection advice that really makes a difference. Our team in Haywards Heath is growing, and we're on the lookout for a Protection Adviser who loves building relationships, solving problems, and genuinely cares about helping people.
The Role
As a
Protection Adviser
, you'll be the go-to guide for clients who want to make sure their families, homes, and lifestyles are covered against life's curveballs. From life cover to critical illness, you'll help clients find the right protection in a way that feels clear, supportive, and personal. No jargon, no hard sell—just straightforward advice that clients can trust.
What You'll Be Doing
* Chatting with clients to really understand what matters most to them.
* Matching their needs with the right protection products—whether that's life cover, income protection, or critical illness cover.
* Keeping up to date with the latest products so you always know what's out there.
* Making the process simple, smooth, and (dare we say it) even enjoyable for clients.
* Building strong, lasting relationships—because happy clients come back and refer their friends
* Working with an awesome team who've got your back and share your passion for great service.
What We're Looking For
* You've got experience as a Protection Adviser, Mortgage & Protection Adviser, or in a similar role.
* You know your way around protection products and love helping clients make smart choices.
* You're a great communicator—someone who can make complex things easy to understand.
* You're self-motivated, organised, and can manage your own caseload.
* Bonus points if you've got CeMAP (or equivalent), but your attitude and experience matter most.
What's in it for You
* A competitive salary plus a commission structure that rewards your effort.
* Ongoing training and development—because we want you to be the best at what you do.
* Hybrid/flexible working (so you don't have to be chained to one specific desk every day).
* A friendly, supportive culture where you're not just another number.
* The chance to be part of a growing company that genuinely values its people.
Ready to Join Us?
If you're passionate about protecting what matters most for clients, and you want to work in a team where your personality and ideas are valued, we'd love to hear from you. Send us your CV and let's have a chat