Trainee Protection Insurance Adviser

JR United Kingdom; London; On-site; GBP 20,000 - 30,000; Full time

Job summary

A leading financial services company in London is seeking a Trainee Protection Insurance Adviser. This commission-only role offers significant earning potential with a structured path for development and success in the insurance industry. Candidates should have sales experience and a proactive attitude towards client management and lead generation.

Benefits

Extensive ongoing training and development

Access to top technology and resources

No cold calling

Working alongside industry experts

Qualifications

• Knowledge of the UK Protection insurance market is ideal but not essential.
• Confident, resourceful, and proactive attitude required.
• Ability to manage relationships with advisers to deliver results.

Responsibilities

• Dealing with a wide range of clients including HNW and UHNW individuals.
• Providing advice on mortgages and house buying processes.
• Generating leads and managing sales processes effectively.

Skills

Sales experience

Excellent communication skills

Attention to detail

Ability to work efficiently in a fast-paced environment

Education

RO5 qualification

Job description

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Trainee Protection Insurance Adviser, London

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

10.06.2025

Expiry Date:

25.07.2025

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Job Description:

Trainee Protection Insurance Adviser – Commission based/Self Employed

Full time/office based in Hammersmith

We at Capricorn Financial are at the top of our industry, fast-paced and fast growing. We are the largest independent mortgage brokerage in London, with offices in Singapore, Hong Kong, Shanghai, and Dubai. We are looking to further strengthen our UK team with top talent.

We specialise in assisting UK and non-UK residents to obtain mortgage financing for UK property purchases and offering protection insurance to clients.

This is a Commission Only Sales Role, involving dealing with a wide range of clients including HNW and UHNW individuals. We work alongside over 150 of London's top estate agents and property developers, providing advice on mortgages and house buying processes, and have an extensive list of partner companies worldwide.

This role offers the opportunity to learn, gain additional qualifications, and transition into a specialist or management role over time.

Why Capricorn?

• You will have a large team of Mortgage Advisers generating mortgages monthly, with secondary needs from these sales. There is plenty of business opportunity, typically earning £1,000 per policy sold! No cold calling, with a regular supply of hot leads and an opportunity to convert business for products clients already need.
• As part of Openwork, a large UK financial advisory network, we have access to a comprehensive range of protection products.
• Extensive ongoing training and development.
• Access to top technology, training, and resources.
• Fast-paced and vibrant office environment.
• Working alongside industry experts.

What we look for?

• Knowledge of the UK Protection insurance market or similar is ideal but not essential.
• Ability to manage relationships with Capricorn advisers who will be your introducers, working to receive great leads and deliver results.
• Sales experience and a strong desire to succeed.
• Ability to handle multiple tasks and meet deadlines.
• Confident, resourceful, and proactive attitude.
• Excellent communication skills, both written and verbal.
• Attention to detail.
• Ability to work efficiently in a fast-paced environment.

Protection Advisers need the RO5 qualification before joining, but we can proceed with the interview process without it.

Realistic OTEs year on year are as follows: