Trainee Protection Adviser

Capricorn Financial Consultancy; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

Capricorn Financial Consultancy in Hammersmith, London is seeking ambitious Protection Advisers for a self-employed, commission-only role. This position offers an opportunity to work in a high-performance environment with warm leads and qualified referrals.

The ideal candidate is sales-driven, with energy and confidence in communication. Responsibilities include managing client interactions, converting leads, and learning from experienced advisers. Full-time commitment to the role in the office is required.

Qualifications

• Started or completed RO5.
• High energy and motivation.
• Strong communication skills for client interactions.

Responsibilities

• Speak to clients with a protection need.
• Convert warm leads into business.
• Build trust and recommend solutions.
• Manage pipeline effectively.
• Learn from experienced advisers.

Skills

Sales-driven

Confident communication

Objection handling

Commercial hunger

Education

Completed RO5

Job description

Self-Employed | Full-Time Office Based | Hammersmith, London

Looking to break into financial services properly?

Capricorn is looking for ambitious, sales-driven individuals who want to build a long-term career as a Protection Adviser.

You might already have a strong background in sales and have started or completed RO5, but be looking for the right platform to turn that into a serious career with real earning potential.

At Capricorn, you will work in a high-performance, office-based environment with:

• warm protection opportunities
• qualified referrals from mortgage advisers
• daily support and coaching
• real earning potential based on output

This is a self-employed, commission-only role, suited to people who are commercially hungry, coachable, and motivated by performance.

This role could suit sales people from backgrounds such as:

• recruitment
• estate agency or lettings
• broker support with sales exposure
• BDM or account management
• other target-driven sales roles

What you’ll be doing:

• speaking to clients who already have a clear protection need
• converting warm, qualified leads into protection business
• building trust quickly and recommending the right solutions
• managing your pipeline with urgency and follow-through
• learning from experienced advisers in a proven model

What we’re looking for:

• started or completed RO5
• high energy and commercial hunger
• confident communication and objection handling
• full-time commitment to an office-based role in Hammersmith
• right to work in the UK without sponsorship

Realistic OTE:

This is a real opportunity to join a fast-growing business with strong lead flow, high standards, and serious upside for the right person.

Experienced Protection Advisers also welcome to apply.