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Protection Advisor
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Company Description
Michael Usher Mortgage Services is a financial services company headquartered in Frimley, Surrey, and serves clients across the United Kingdom. Specialising in personalised mortgage and protection advice, the company is committed to simplifying the mortgage process for its clients. With a focus on tailored solutions, Michael Usher Mortgage Services has established itself as a trusted partner in helping individuals and families secure the best financial options for their needs.
Role Description
This is a full-time, on-site role in Frimley for a Protection Adviser. The main purpose of this role is to advise clients (both personal and business) over the phone, online, and face-to-face, recommending suitable protection solutions based on their needs and circumstances.
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The Protection Adviser will be responsible for delivering high-quality financial advice focused on protection products and services, with a strong emphasis on client engagement and relationship management.
This is a permanent employed position with a basic salary plus commission. OTE: £50–£65k in year one.
Key Responsibilities
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Relationship Management & Sales Conversion
- Maintain and build relationships with Mortgage Advisers, Commercial Advisers, and introducers.
- Convert leads into written business, achieving sales and conversion targets.
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Client Analysis & Advice
- Complete thorough Fact Finds, including business structures and liabilities where necessary.
- Advise on personal and business protection products, such as:
- Life insurance
- Critical illness cover
- Income protection
- Family income benefit
- Executive income protection
- Relevant life
- Key person protection
- Shareholder protection
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Product Knowledge & Application
- Research products across a range of providers.
- Explain complex protection arrangements clearly.
- Complete medical underwriting requirements.
- Submit applications via provider and CRM systems.
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Reporting & Compliance
- Prepare rational for recommendation reports.
- Pass compliant cases to admin.
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Professional Development & Continued Learning
- Maintain up-to-date market knowledge.
- Meet minimum Continuing Professional Development (CPD) requirements.
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