Protection Adviser / Insurance Broker / Mortgage Protection Adviser / Financial Services Adviser
A fantastic opportunity to join a thriving team at a market‑leading firm offering all leads from existing mortgage clients with a strong pipeline of 100 mortgage cases a month. This role combines personal protection, client advice, mortgage pipeline management and financial services experience.
Job Overview
As a Protection Adviser / Insurance Broker you will receive a steady stream of warm leads, provide tailored personal protection and trust planning advice, manage a large mortgage‑related pipeline, and deliver excellent client service. You will have full administration support and the option to work remotely or in a hybrid capacity after an onboarding period at our head office in Exeter.
Why Join This Firm?
* All leads provided (40–60 per month) proceeding with finance applications
* Bespoke marketing technology and systems
* Large case sizes
* Uncapped commission scheme
* Full admin support
* Control over your own diary
* Professional independent firm with no network oversight
* Great team environment
* Hybrid or remote working available
* Progression to Partner Programme for ambitious advisers
Duties
* Provide clear, tailored personal protection advice to existing clients.
* Manage a regular flow of warm leads from clients proceeding with mortgage applications.
* Identify suitable insurance and protection solutions based on client needs.
* Support clients with appropriate trust arrangements where required.
* Manage a large mortgage‑related pipeline efficiently and professionally.
* Plan your own time and diary to maximise client contact and service delivery.
* Deliver a high standard of client care throughout the advice process.
* Work closely with administration support to ensure accurate case progression.
* Contribute to the continued development of a successful protection advice service.
Candidate Requirements
Essential
* Proven experience advising clients on personal protection.
* Appropriate qualification for giving protection advice.
* Experience working within insurance, protection, mortgage or financial services.
* Ability to manage a busy pipeline and multiple leads each day.
* Strong customer service skills with a commitment to delivering positive outcomes.
* Organisation skills – ability to plan workload, manage time and work independently.
* Full UK driving licence.
Desirable
* Experience writing wills.
* Experience writing trusts.
* Interest in progressing within the business through a partner programme.
Salary & Location
£100,000 OTE (Includes Competitive Salary + Uncapped Commission)
Hybrid / Exeter, Devon, South West England – successful candidates must attend a training/onboarding period at the head office in Exeter before working remotely or in a hybrid capacity.
Job Ref: AWDO-C14785
Job Type: Full Time, Contract
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