Protection Adviser​/Mortgage Protection Specialist; AWDO-P14434

Protection Adviser / Mortgage Protection Specialist

Join a growing mortgage brokerage as a Protection Adviser / Mortgage Protection Specialist, providing life cover, critical illness and income protection advice to warm mortgage referrals. Hybrid working with strong earning potential and quality lead generation.

If you’ve also worked in the following roles, we’d also like to hear from you:
Protection Consultant, Insurance Adviser, Financial Protection Consultant, Mortgage & Protection Adviser, Insurance Broker

SALARY: £30,000 to £35,000 per annum (Basic Salary) / £70,000 OTE (uncapped)

LOCATION:

Hybrid / Hemel Hempstead, Hertfordshire

JOB TYPE:
Full-Time, Permanent and Self-Employed Contracts Available

We have a fantastic new job opportunity for a Protection Adviser / Mortgage Protection Specialist with proven experience in protection sales and client relationship management within financial services.

Working in a hybrid model, the Protection Adviser / Mortgage Protection Specialist will receive a consistent flow of warm mortgage referrals, supporting clients with life cover, critical illness and income protection solutions.

As a Protection Adviser / Mortgage Protection Specialist you will deliver compliant, client‑first advice, maximise protection penetration and build long‑term customer relationships to drive repeat and referral business.

This is an excellent opportunity for a motivated professional to join a fast‑growing brokerage with established systems, compliance support and strong earning potential.

• Built‑in Opportunity:
  The mortgage advisers collectively submit around 60 mortgages per month, all of which are referred directly to you for protection advice
• Employed or Self‑Employed:
  Choose the structure that suits your goals and lifestyle
• Hybrid Flexibility:
  Work from home with bi‑weekly collaboration days in the Hemel Hempstead office
• Established Brand & Support:
  Compliance, systems and processes already in place so you can focus on writing business
• Earning Potential:
  High‑quality referrals + strong conversion = serious income opportunity

• Provide Protection Advice:
  Advise clients on life cover, critical illness and income protection products tailored to their needs
• Manage Warm Referrals:
  Handle mortgage‑generated leads and convert opportunities into completed business
• Conduct Fact Finds:
  Complete thorough fact‑finding and needs analysis to deliver suitable, compliant recommendations
• Ensure Regulatory Compliance:
  Maintain accurate documentation and adhere to FCA and internal compliance standards
• Maximise Protection Penetration:
  Identify additional protection opportunities within existing mortgage cases
• Build Client Relationships:
  Develop long‑term customer relationships to encourage repeat and referral business
• Pipeline Management:
  Manage your sales pipeline effectively to meet revenue targets and service standards
• Collaborate with Advisers:
  Work closely with mortgage advisers and internal teams to optimise client outcomes

• Previous experience as a Protection Adviser, Mortgage Protection Specialist or similar financial services role
• Proven experience converting warm leads and managing a protection sales pipeline
• Strong knowledge of life cover, critical illness and income protection products
• Experience delivering compliant advice within an FCA‑regulated environment
• Excellent communication and relationship management skills
• Self‑motivated with strong organisation and time management skills
• Based within a commutable distance to Hemel Hempstead with ability to attend bi‑weekly office days

To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.

JOB
-P14434