Protection Adviser

I’m currently working with a well-established and growing firm based in Sidcup, and we're looking to appoint a Protection Adviser to join their team on a full-time, office-based basis.

This is a fantastic opportunity for an experienced protection professional who enjoys building client relationships face-to-face and providing quality advice across life insurance, critical illness, income protection, and related products.

The role:

• Deliver personalized recommendations across a range of protection products, including life insurance, critical illness cover, income protection, and family income benefit.
• Manage a lead pipeline efficiently, follow up on client enquiries, and maintain accurate records within the CRM system.
• Assist clients throughout the application process, address underwriting questions, and provide ongoing post-sale support.
• Accurately complete all compliance documentation and produce suitability reports in line with FCA regulatory standards.
• Work closely with mortgage advisers and administrative staff to ensure timely and seamless progression of cases.
• Clearly and compliantly explain policy details, benefits, and underwriting requirements.
• Conduct face-to-face or telephone consultations from our office to assess clients’ individual financial and personal situations.
• Stay informed about the latest products, provider offerings, and developments within the protection industry.

Requirements:

• Full time office based presence
• Minimum 2 years of experience in a protection or financial advice role (office-based experience preferred).
• Solid understanding of personal protection products and underwriting.
• Qualifications:
• CeMAP (essential)
• CIIRO5 (desirable but not essential)
• CIIRO1 (desirable but not essential)