Mortgage & Protection Advisor

Trade Recruit is proud to be recruiting on behalf of one of our prestigious clients based in Thurrock.

We are seeking an experienced Protection Adviser to join a fast-growing, whole-of-market mortgage brokerage. Working closely with a team of mortgage brokers, you will advise clients on a wide range of personal and business protection solutions, supporting both retail and high-net-worth clients already engaged in financial services such as residential mortgages, commercial mortgages, and bridging finance. This role benefits from a consistent flow of warm, pre-qualified leads, allowing you to focus on advising, building trust, and developing long-term client relationships rather than sourcing business.

Key Responsibilities

* Advising clients on a wide range of personal and business protection products

* Working closely with mortgage brokers to support wider client needs

* Managing a portfolio of retail and high-net-worth clients

* Recommending appropriate protection solutions, including:

* Life Insurance

* Critical Illness Cover

* Income Protection

* Business Protection

* Advising on key business protection policies, including:

* Key Person Insurance

* Shareholder Protection

* Managing and progressing a pipeline of warm, pre-qualified leads

* Building strong, long-term client relationships

* Ensuring all advice is fully compliant with FCA and regulatory requirements

* Working towards and exceeding individual performance targets

Requirements
Essential:

* Minimum of 2 years’ experience in financial services or protection sales

* Proven track record in protection or insurance sales

* Confidence dealing with high-value and complex clients

* Target-driven with a strong commercial mindset

Desirable:

* Experience advising on both personal and business protection

* CeMAP qualification (or willingness to work towards it)

What’s on Offer

* £25,000 – £30,000 basic salary (DOE)

* Uncapped commission structure

* All leads provided

* Strong, existing pipeline of engaged clients

* Exposure to high-net-worth and commercial clients

* Supportive, professional team environment

* Office-based role, Monday to Friday

Location & Working Pattern

* Location: Thurrock (office-based)

* Working Pattern: Monday to Friday
Only candidates based in UK and eligible to work in UK are allowed