Self-employed Protection Advisor

Salary

Competitive commission structure:

• 50% split on company-provided leads
• 60% split on self-generated business

Location

Hybrid – their office is based in Runcorn

Company

An exciting newly launched financial services business with ambitious growth plans and a strong client-focused culture. The business is in an early growth phase with plans to expand to a team of five mortgage advisers, creating excellent opportunities for progression and long-term career development. The environment is supportive, professional, and focused on delivering high-quality advice.

Protection Advisor Responsibilities;

• Providing tailored protection advice to a wide range of clients
• Managing leads generated through advisers, introducers, and existing clients
• Building and maintaining strong client relationships
• Working closely with the wider advisory team to deliver excellent customer outcomes
• Advising on suitable protection solutions in a compliant and client-focused manner
• Managing your pipeline effectively with full administrative support provided

Experience needed to become a Protection Advisor;

• Previous experience within protection advice is preferred, although advisers with around 1 year of experience and a strong willingness to learn will be considered
• Strong communication and relationship-building skills
• A genuine client-first mindset with no hard sales approach
• Comfortable working with a varied client base, including high-net-worth individuals
• Self-motivated and able to work independently within a growing business

Benefits of being a Protection Advisor;

• Excellent earning potential through competitive commission splits
• Full administrative support provided
• Hybrid and flexible working arrangements
• Monday to Friday working only – no weekends
• Opportunity to join a growing business at an early stage
• Clear progression opportunities as the business expands
• Supportive and collaborative working environment
• Access to an established client bank and introducer network

If you are a Protection Advisor and interested in the above, please apply.