Protection Adviser, Salary from GBP30k + Bonus, Near Bromley

Financial Divisions; England; On-site; GBP 30,000 - 35,000; Full time

Job summary

A financial consultancy firm near Bromley is seeking an experienced Protection Adviser for a full-time, office-based role. The ideal candidate will provide tailored advice on protection products while collaborating with mortgage advisers. A minimum of 2 years of relevant experience is preferred. Competitive salary of £30,000 plus bonuses is offered in a dynamic team environment.

Benefits

30% bonus

Leads supplied by advisers in the office

Qualifications

• At least 2 years of experience in protection or financial advice.
• Strong communicator with a client-first approach.
• Comfortable in a busy, sales-driven environment.

Responsibilities

• Conduct consultations to understand clients' needs.
• Offer advice on various protection products.
• Ensure compliance with FCA regulations.

Skills

Client communication

Organisational skills

Sales-driven

Knowledge of protection products

Education

CII R05, CeMAP or similar qualifications

Job description

Are you an experienced Protection Adviser looking for your next career move? An exciting opportunity has arisen for a motivated and driven Protection Adviser to join an established in-office team based near Bromley.

Salary & Benefits:

• Basic Salary: GBP30,000
• Bonus: 30% + 2.5x validation
• Leads will be supplied by advisers in the office.

Role Overview:This is a full-time, office-based position where you'll work closely with clients referred by mortgage advisers, providing tailored advice on protection products that safeguard their financial well-being. You'll have the chance to thrive in a collaborative, professional environment, working with a team of like-minded individuals.

Key Responsibilities:

• Conduct in-person or telephone-based consultations to understand clients' needs.
• Offer advice on a range of protection products, including life insurance, critical illness cover, income protection, and family income benefit.
• Ensure compliance with FCA regulations and complete all necessary documentation.
• Manage a pipeline of leads, follow up on client inquiries, and maintain accurate CRM records.
• Collaborate with mortgage advisers and admin staff for smooth case progression.
• Assist clients with policy applications, underwriting queries, and post-sale servicing.

Ideal Candidate:

• At least 2 years of experience in protection or financial advice (office-based preferred).
• A strong communicator with a client-first approach and excellent organisational skills.
• Comfortable in a busy, sales-driven environment and self-motivated to hit targets.
• Knowledge of protection products and underwriting processes.
• CII R05, CeMAP, or similar qualifications are desirable but not essential.

If you're ready to take the next step in your career and join a supportive, dynamic team, we'd love to hear from you! Apply today to find out more. Please contact Joanna for a confidential conversation.