Protection Adviser

Openwork; City Of London; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Hybrid working

Self-employed option

Job summary

Cannongate Wealth, part of The Openwork Partnership, is seeking a driven Protection Adviser to join a growing wealth advisory practice. The role offers hybrid working (minimum 1 day in the office) with a salary between £30,000 and £40,000 plus uncapped commission, plus a self-employed option on competitive terms.

You will support affluent clients and business owners, providing tailored protection advice, building relationships, and generating repeat business.

Qualifications

• Strong track record of sales and building strong client relationships.
• Self motivated with excellent communication skills.
• Ambitious with entrepreneurial drive to develop your business network and client portfolio.
• Good knowledge of industry regulations and compliance standards.

Responsibilities

• Provide high-quality, client-focused advice aligned with individual needs and objectives.
• Analyse clients' financial situations to determine appropriate mortgage options.
• Utilise the training and support provided by the firm.
• Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
• Promote your services through networking and marketing, to grow your client base.

Skills

Sales experience

Client relationships

Communication skills

Entrepreneurial drive

Regulatory knowledge

Job description

Protection Adviser

Hybrid Working (Minimum 1 Day per Week in the Office)

Employed: £30,000 - £40,000 Basic + Uncapped Commission

Self-Employed Option Available - Competitive Split to be Agreed

We're looking for a driven, ambitious Protection Adviser to join a growing business with access to a substantial and established wealth client base.

This is an opportunity to work with warm, qualified leads and provide tailored advice across:

You'll be supporting affluent clients and business owners, helping them put the right protection plans in place while building long-term relationships and generating repeat business.

We're looking for someone who is:

• Hungry, motivated and target-driven
• Confident engaging with high-value clients
• Experienced in protection sales and advice
• A self-starter who thrives on opportunity

With a strong flow of warm leads and significant growth plans, this role offers exceptional earning potential for advisers who are willing to put in the effort.

Whether you're seeking the security of a salaried role or the earning potential of a self-employed model, we'd love to hear from you.

Your responsibilities will include:

• Provide high-quality, client-focused advice aligned with individual needs and objectives
• Analyse clients' financial situations to determine appropriate mortgage options
• Utilise the training and support provided by the firm
• Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
• Promote your services through networking and marketing, to grow your client base

What will you need to succeed?

• Strong track record of sales and building strong client relationships
• Self motivated with excellent communication skills
• Ambitious with entrepreneurial drive to develop your business network and client portfolio
• Good knowledge of industry regulations and compliance standards

Why us?

Cannongate Wealthare part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

£45,000 - £55,000 basic salary for candidates with the potential to progress into Wealth Advice