Protection Advisor

Access Financial Services; Remote; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm in the UK is seeking a Protection Advisor to provide tailored financial advice on protection products. This remote role allows flexibility in scheduling and offers unlimited commission potential. The ideal candidate will possess excellent communication and organisational skills, along with a strong drive for success. Responsibilities include advising clients, conducting needs assessments, and maintaining client relationships. If you are motivated and eager to make a positive impact in finance, we invite you to apply for this rewarding position.

Benefits

Total flexibility in hours

Work from anywhere in the UK

Unlimited earning potential

Qualifications

• Ability to simplify complex financial concepts into plain English.
• Comfort discussing core financial topics like income, expenses, and savings.
• Excellent organisational skills for managing schedules and client records.
• Positive attitude in navigating challenging conversations.
• Proactive and disciplined mindset to thrive in a self-managed role.

Responsibilities

• Provide expert advice on protection products like Life and Income insurance.
• Conduct needs assessments for tailored protection solutions.
• Stay updated on industry trends and product offerings.
• Assist clients with the documentation application process.
• Maintain strong relationships through follow-ups and reviews.

Skills

Exceptional Communication Skills

Basic Financial Awareness

Strong Organisational Skills

Resilience and Problem-Solving

High Self-Motivation & Drive

Job description

Overview

Join Access Financial Services as a Protection Advisor and become an integral part of a team dedicated to offering exceptional financial advice. This dynamic role you will leverage your expertise to guide clients through the intricacies of protection products ensuring they receive tailored advice that meets their unique needs. Your keen understanding of the financial landscape and commitment to client satisfaction will be crucial in building long‑term relationships and trust. Access Financial Services prides itself on a culture of continuous learning and professional growth providing ample opportunities to enhance your skills and advance your career. As a Protection Advisor you will collaborate with experienced professionals access cutting‑edge resources and contribute to our mission of delivering financial peace of mind. If you are driven by a passion for helping others and aspire to make a meaningful impact in the world of finance we invite you to explore this rewarding opportunity.

Responsibilities

• Provide expert advice to clients on a range of protection products including Life insurance, Critical Illness insurance and Income protection.
• Conduct thorough needs assessments to understand clients' individual circumstances and recommend tailored protection solutions.
• Stay updated on the latest industry trends and product offerings to ensure clients receive the most current and beneficial advice.
• Assist clients with the application process ensuring all documentation is accurately completed and submitted in a timely manner.
• Maintain strong relationships with clients through regular follow‑ups and reviews to adapt their protection plans as their needs change.

Requirements

• Exceptional Communication Skills : The ability to simplify complex financial concepts into plain English is key to building trust and advising clients from all backgrounds.
• Basic Financial Awareness : Comfort discussing core financial topics like income, expenses and savings is essential for client consultations.
• Strong Organisational Skills : You’ll be managing your own schedule, appointments and client records. Excellent organisation ensures consistent high‑quality service.
• Resilience and Problem‑Solving : The ability to stay positive, think on your feet and navigate challenging conversations is vital for overcoming obstacles in an independent role.
• High Self‑Motivation & Drive : Success in this role is directly tied to your effort. Proactivity, discipline and a driven mindset are necessary to thrive in this self‑managed environment.

Benefits

1. Total Flexibility & Remote Work

• Choose Your Hours : Enjoy the freedom to set your own schedule and work pace. Many of our advisers start part‑time alongside their main job building income and experience until they are ready to transition to full‑time.
• Work Anywhere : This is a 100% remote role giving you the flexibility to operate from any location in the UK.

2. Unlimited Earning Potential (Commission‑Based)

• Uncapped Income : Your income is directly tied to your success with unlimited earning potential. There is no ceiling on what you can achieve.
• Example Earning : By hitting a modest target of just 50 in weekly premiums you could potentially earn an extra 3500 a month in commission. The more commitment and effort you put in the greater your financial rewards.

3. Valuable Skills & Career Growth

Skills for Life : You will build lasting transferable expertise in finance, high‑level communication and client relationship management.

Future Opportunities : Success in this independent role can open doors to future growth in leadership, business development and entrepreneurial ventures.

If you are looking for a flexible remote opportunity where your hard work directly determines your income we want to hear from you. Apply now to start your journey as a self‑employed Protection Adviser!