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Protection Advisor
Job in
Warrington, Cheshire, WA5, England, UK
Listed on 2026-07-23
Listing for:
Aimee Willow Connex Ltd
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Insurance Sales -
Sales
Insurance Sales
Job Description & How to Apply Below
Protection Adviser
Location:
Warrington (office-based)
Salary: £30k-£37.5k plus bonus
Hours:
35.5 per week (Mon–Fri, early 3pm finish Fridays)
Holidays: 32 days including Bank Holidays + your birthday off
The Role
Our client is an established and respected mortgage brokerage based in Warrington. We pride ourselves on offering clear, honest and expert mortgage and protection advice to our clients across the UK. Our team is friendly, supportive, and driven by the shared goal of helping clients protect what matters most.
We are now looking for an experienced Protection Adviser to join our team and take responsibility for helping clients secure comprehensive protection alongside their mortgage and financial needs.
The Role
As a Protection Adviser, you will provide tailored advice on a range of personal protection products, ensuring clients receive the right cover for their circumstances. You’ll work closely with our mortgage advisers and administrators to deliver a seamless, compliant and customer-focused experience.
Key Responsibilities
* Provide expert advice on Life, Critical Illness, Family Income Benefit and Income Protection policies
* Conduct detailed client fact-finds to identify protection needs
* Recommend suitable products from a panel of leading insurers
* Manage a pipeline of new and existing clients, ensuring follow-ups and timely policy completions
* Liaise with mortgage advisers to maximise protection opportunities on mortgage cases
* Maintain accurate records and ensure all advice complies with FCA and company standards
* Build and maintain strong client relationships through excellent communication and service
* Capable of Self-Generating protection opportunities including via new introducers.
About You
* Previous experience as a Protection Adviser, Insurance Adviser or similar role
* A strong understanding of personal protection products and providers
* Excellent communication and relationship-building skills
* Highly organised with good attention to detail
* Confident in working to performance targets
* A team player with a positive, client-first attitude
* Ideally CeMAP or equivalent, though not essential if experienced in protection
What We Offer
* Competitive basic salary
* Uncapped commission and bonus structure rewarding quality advice and performance
* 32 days holiday (including Bank Holidays)
* Your birthday off every year
* Early 3pm finishes every Friday
* Friendly, professional working environment
* Ongoing training and career development opportunities
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