Swarm Recruitment
Protection Adviser
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Protection Adviser
Protection Adviser
Salary: £25,000 - £40,000 Basic | OTE £80,000+ (Self-employed option also available) Location: York (Hybrid Working Available)
About the Role
Swarm Recruitment is delighted to be partnering with an established and highly respected mortgage and protection brokerage based in York.
For over 23 years, they’ve built their reputation on delivering honest, transparent, and client-focused advice. The business has developed a strong referral network, a loyal client base, and an enviably low complaint record, reflecting its commitment to doing the right thing for clients every time. As a directly authorised firm, they pride themselves on maintaining high ethical standards whilst creating a supportive and collaborative working environment for their team.
Due to continued growth, they are looking to recruit an ambitious Protection Adviser to join their successful team. This is an outstanding opportunity for a protection specialist who wants access to a consistent flow of warm leads generated by seven established Mortgage Advisers, alongside a steady stream of repeat business and client referrals.
You'll be joining a business that genuinely values its advisers, offering flexibility, excellent earning potential, full administrative support, and the freedom to focus on what you do best – advising clients and writing business.
Whether you're looking for an employed position or prefer a self-employed arrangement, the business is open to discussing the right structure for the right individual.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Eligibility Criteria
- Permanent Residency or Indefinite Leave to Remain in the UK
- Must be classed as a Money Launderer’s Reporting Officer (MLRO) or Individual Juristcal entity. The company is fully compliant with Anti-Money Laundering (AML) regulations, and an appropriate MLRO policy and procedure is in place.
Salary & Benefits
- Basic Salary: £25,000 - £40,000 (dependent on experience)
- OTE (On-Target Earnings): £60,000 - £80,000+ per annum
- Commission: between 10% - 20%
- Self-employed option available
- Consistent supply of warm leads from 7 Mortgage Advisers
- Strong referral and repeat business pipeline
- Full administrative support
- Hybrid working
- Free parking
- Directly Authorised firm with strong compliance support
- Collaborative and supportive team environment
- Opportunity to develop business protection opportunities
Working Hours
- Flexible working hours
- Hybrid working available (office attendance encouraged for collaboration)
- Output-focused environment with flexibility to manage your own diary
Desired Experience
You will have:
- Previous experience as a Protection Consultant, Payment Protector, or Protection Specialist
- Proven ability to convert protection opportunities and generate strong monthly sales figures
- Handling of Life Insurance, Critical Illness Cover, Income Protection, and Family Protection
- Strong understanding of compliance and consumer duty requirements
- Experience working with mortgage-generated leads would be highly advantageous
- Experience of working with a larger platform would be advantageous
- Business Protection experience would be beneficial
- Strong communication and relationship-building skills
- Self-motivated with a strong work ethic and desire to maximise earnings
- An affinity with the working arrangements (hybrid or home)
- Team player who works collaboratively with advisers and support staff
- Trustworthy, professional, and client-focused approach
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Responsibilities & Duties
Your primary responsibilities will be to:
- Provide high-quality protection advice to new and existing clients
- Advise on Life Insurance, Critical Illness Cover, Income Protection, Family Income Benefit, and related protection products
- Convert opportunities generated through the firm's mortgage advisers
- Build strong relationships with mortgage advisers to maximise lead conversion
- Effectively manage clients through the advice process from recommendation to completion
- Identify opportunities for developing business protection
- Maintain accurate records and ensure all advice meets regulatory requirements
- Deliver excellent customer outcomes and uphold the firm’s standards of client service
- Work closely with the administrative and compliance teams
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location