Tavistock Protect
Protection Advisor
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Company Description
Tavistock Protect, formerly Precise Protect, is part of the Tavistock Investments Group — an AIM-listed financial services organisation with over 400 advisers and more than £5 billion in investments under management. The Group offers a full range of services spanning insurance, mortgages, pensions, investments, estate planning, wills and business finance. Tavistock Protect holds one of the largest protection panels in the industry, giving advisers access to competitively priced cover across the whole of market, with client care at the centre of everything it does.
Advisers are supported to build and run their own client bank as a genuinely self-employed "business within a business", backed by a market-leading training academy with clear, funded pathways to CeMAP-qualified mortgage adviser or independent financial adviser status.
Role Description
This is a self-employed, work-from-home Protection Adviser role, giving you full ownership of how you build and run your practice while providing tailored insurance and protection advice to individual and business clients. You'll meet clients face-to-face, by phone or by video call, assess their needs, explain protection products in plain terms, and recommend policies that genuinely fit their circumstances and objectives.
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You'll manage your own portfolio of clients from first meeting through to policy administration and ongoing review, working within a supportive team and to the regulatory standards expected of the profession. As a self-employed adviser, your earning potential and career progression are in your own hands — with the backing, training and infrastructure of a well-established group behind you.
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Qualifications
- Strong client-facing and communication skills — able to build trust quickly, explain complex information clearly, and sustain long-term relationships.
- Proven advisory and sales capability, with a track record of identifying client needs, presenting suitable solutions, and meeting protection or financial services targets.
- Sound analytical and problem-solving ability — comfortable assessing risk, reviewing financial information, and recommending appropriate cover.
- Strong personal organisation and self-management — as a self-employed adviser, you'll need the discipline to manage your own caseload, documentation and diary without day-to-day supervision.
- Working knowledge of protection products (life, critical illness, income protection), with an interest in the wider financial services landscape including mortgages and pensions.
- Confident using CRM systems, digital tools and standard office software.
- Relevant financial services or insurance experience is highly beneficial; prior advisory experience in protection or wealth management is an advantage.
- CeMAP or an equivalent qualification is desirable; a genuine willingness to pursue further qualifications through the company's academy is expected.
- A self-starting, entrepreneurial mindset — able to thrive working autonomously while remaining an engaged, collaborative member of the wider team.
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