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Mortgage and Protection Adviser
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-06-29
Listing for:
Trade Recruit
Full Time
position Listed on 2026-06-29
Job specializations:
-
Sales
Financial Sales, Insurance Sales -
Finance & Banking
Financial Sales, Insurance Sales
Job Description & How to Apply Below
This role benefits from a consistent flow of warm, pre-qualified leads, allowing you to focus on advising, building trust, and developing long-term client relationships rather than sourcing business.
Key Responsibilities Advising clients on a wide range of personal and business protection products Working closely with mortgage brokers to support wider client needs Managing a portfolio of retail and high-net-worth clients Recommending appropriate protection solutions, including:
Life Insurance Critical Illness Cover Income Protection Business Protection Advising on key business protection policies, including:
Key Person Insurance Shareholder Protection Managing and progressing a pipeline of warm, pre-qualified leads Building strong, long-term client relationships Ensuring all advice is fully compliant with FCA and regulatory requirements Working towards and exceeding individual performance targets Requirements Essential:
Minimum of 2 years experience in financial services or protection sales Proven track record in protection or insurance sales Strong communication and relationship-building skills Confidence dealing with high-value and complex clients Target-driven with a strong commercial mindset Desirable:
Experience advising on both personal and business protection CeMAP qualification (or willingness to work towards it) Whats on Offer £25,000 £ 30,000 basic salary (DOE) Uncapped commission structure All leads provided Strong, existing pipeline of engaged clients Exposure to high-net-worth and commercial clients Supportive, professional team environment Office-based role, Monday to Friday Location & Working Pattern
Location:
Thurrock (office-based) Working Pattern:
Monday to Friday Apply Now If you're ready to take the next step in your career.
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