Protection Adviser

Henderson Stone & Co Ltd; Glasgow; Hybrid; GBP 58,000 - 71,000; Full time

Benefits offered by this job

Initial draw

Employed package with benefits

Ongoing training

Support from management

Quilter Financial Planning network

Job summary

Henderson Stone & Co Ltd in Glasgow is seeking a proactive Protection Adviser or Mortgage & Protection Adviser to work with clients across the UK. The role involves providing tailored protection and mortgage advice, conducting reviews, and building lasting client relationships.

You can work from home or in the office, with an initial draw if self-employed and full employed package with benefits available. Support from experienced management, ongoing training, and access to Quilter Financial

Qualifications

• Experience advising clients as a Protection Adviser or Mortgage & Protection Adviser, conducting reviews and providing advice.
• Integrity and professionalism are essential.
• A highly competitive nature with a desire to progress supported by guidance and training.

Responsibilities

• Advise clients as a Protection Adviser or Mortgage & Protection Adviser.
• Conduct client reviews and provide relevant advice.
• Meet clients remotely or face‑to‑face across the UK (incl. Scotland).
• Strive to achieve a Level 4 qualification within 12 months with support.

Skills

Protection advice

Mortgage advice

Client consultations

Job description

Location: Glasgow
Salary:£64.8k pa OTE (self-employed, initial financial support available)
Contract:Self-employed (with an initial draw) or employed package with benefits

This is a great opportunity for an Adviser with a client focused Financial Planning firm. Based in Glasgow, they have been advising and servicing their clients for over 20 years.

The Role

• Advising clients as a Protection Adviser or a Mortgage & Protection Adviser
• Conducting client reviews and providing advice
• Meeting clients remotely, or face-to-face by agreement with individual clients who live throughout the UK, many of whom are based in Scotland
• Achieving a Level 4 qualification within 12 months, with our support, while building your experience of dealing with clients

What We’re Looking For

• Some experience advising clients as a Protection Adviser or a Mortgage & Protection Adviser, conducting reviews and providing advice
• Integrity
• A highly competitive nature
• A keen desire to progress as an adviser with real support and guidance

Working Arrangements

• Option to work from home or from the office, with our advisers using both arrangements
• Support from experienced management and administration teams
• Ongoing training, based on your personal development needs, to ensure you are competent and confident in dealing with clients
• Business development supported by our network, Quilter Financial Planning, a leading UK financial services business
• Either a self-employed contract (with an initial draw) or an employed package with benefits

You may have experience in the following: Protection Adviser, Mortgage and Protection Adviser, Financial Adviser, Financial Planner, Protection Specialist, Mortgage Adviser, Insurance Adviser, Life and Critical Illness Adviser, Paraplanner, Financial Services Adviser, etc.