Protection Paraplanner

Salary: £28,000 – £33,000
Location: Hybrid (Marlow / St Albans offices)
Company:

We’re working with a growing brokerage with a strong focus on protection and new opportunities across their client base. With new offices opening, they offer consistent case flow, full admin support, and a collaborative environment.

Ideal for someone looking to build a career in protection, with clear progression into an advisory role and long-term growth.

Mortgage Advisor Responsibilities

• Support advisers with protection cases from enquiry to completion
• Research products and prepare suitability reports
• Handle protection quotes and liaise with providers
• Manage case administration and ensure smooth processing
• Assist in identifying opportunities to convert cases into advised sales
• Potential to develop into a Protection Advisor role

Experience Needed to Become a Mortgage Advisor

• Experience in paraplanning or protection case handling
• Understanding of protection products (life, critical illness, income protection)
• Strong organisational and case management skills

Benefits of Being a Mortgage Advisor

• Opportunity to transition into a Protection Advisor role
• Exposure to a high volume of protection opportunities
• Supportive team with progression pathways
• Hybrid working structure
• Stable salary with development potential

If you are interested in the above, please apply.