Protection Adviser​/Insurance Broker; AWDO-C14785

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.

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.

• 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

• 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.

• 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.

• Experience writing wills.
• Experience writing trusts.
• Interest in progressing within the business through a partner programme.

£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
-C14785

Job Type: Full Time, Contract