CareerStone
Protection Adviser
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Protection Adviser - HNW Clients - Join One of the UK's Leading Mortgage Brokerages
I'm working exclusively with one of the UK's most respected Whole of Market mortgage brokerages - a Directly Authorised business with over 25 years of success, an exceptional reputation and a genuine commitment to developing its people.
This is an opportunity to join a business where advisors are genuinely valued and you have a consistent flow of quality business being passed to you from the Mortgage team.
With ambitious growth plans, a fantastic team culture and an enviable reputation for staff retention, this is the type of company where people build long-term careers.
The Opportunity
You’ll join a highly successful Protection team supporting hundreds of Mortgage Advisers who are based across the UK.
Crucially:
- The mortgage advisers do not write protection business
- Every protection opportunity is passed directly to you
- Demand is currently far exceeding capacity
This means one thing: more opportunity than the current team can handle
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What Makes This Role Different
- Guaranteed double-figure leads every week
- All leads are:
- Fully warm and pre-qualified
- Mostly existing clients from a large, established client bank (thousands)
- Expecting your call
- A genuinely consultative environment:
- No cold calling
- No high-pressure sales
- Focus on advice, not selling
Current Protection Advisers are:
- Writing significant volumes consistently
- Earning strong, realistic incomes
This is a pure conversion role with exceptional lead quality
Earnings & Package
- Base salary + Genuine, achievable OTE - no inflated figures or empty promises
- Full corporate benefits including private medical insurance and life assurance
Your Role
- Deliver tailored advice on Life & Protection solutions through structured, high-quality consultations
- Work exclusively with pre-qualified, warm clients
- Conduct detailed fact-finds to understand each client’s needs
- Provide clear, compliant, and well-considered recommendations
- Build long-term relationships as a trusted adviser, not a product seller
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Culture & Environment
- Very inclusive, team-focused culture with no internal competition
- Regular socials and a strong sense of community
- Fantastic, supportive management team invested in your development
- A business that genuinely invests in training, progression, and long-term careers
What You’ll Bring
- R05 qualification required
- Experience in Protection / Life Insurance advice
- A strong commitment to client care and ethical advice
- Excellent communication and relationship-building skills
- A consultative mindset focused on long-term value over short-term wins
Why Join?
If you’re looking to move away from:
- Cold calling
- Low-quality leads
- Unrealistic OTEs
…and into a role where:
- You’re working with warm, high-quality clients
- You have consistent, guaranteed opportunity
- Your earnings are realistic and proven
- And you’re supported by a genuinely strong business
This is one of the best protection setups currently available in the market.
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Jessica, London
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