Protection Advisor

Posted 20 August 2025
Salary £30k per year + £65-£70k OTE
LocationStockport
Job type Permanent
Specialism Financial Services
Reference70369
Expiry 18 September 2025

Job description

️ Job Title: Protection Advisor

Location: Stockport (Remote/Work from Home Available)

Employment Type: Full-time

Salary: £30,000 basic + OTE £65,000-£70,000

About the Role

Time Recruitment is proud to be working in partnership with a leading financial services provider based in Stockport. Our client is seeking a talented and driven Protection Advisor to join their growing team. While the company is headquartered in Stockport, this role offers full flexibility to work from home.

As a Protection Advisor, you'll play a vital role in helping clients secure their financial future. You'll assess individual needs and recommend tailored protection solutions including life insurance, income protection, and critical illness cover.

Key Responsibilities

-     Conduct detailed fact-finds and needs analyses with clients

-     Recommend appropriate protection products based on client circumstances

-     Clearly explain insurance options and terms in a client-friendly manner

-     Ensure full compliance with FCA regulations and internal standards

-     Build and maintain long-term client relationships

-     Liaise with insurers and underwriters to secure competitive terms

-     Consistently meet and exceed performance targets and KPIs

Skills & Experience

-     Previous experience in financial services or insurance advisory (protection experience preferred)

-     Excellent communication and interpersonal skills

-     Self-motivated with the ability to manage a remote client portfolio

-     Familiarity with CRM systems and digital tools

-     CeMAP or equivalent qualification (preferred but not essential)

-     FCA-authorised or willing to work towards authorisation.

What's on Offer

-     £30,000 basic salary

-     Uncapped commission with realistic OTE of £65,000-£70,000

-     Remote working flexibility

-     Comprehensive training and ongoing development

-     Supportive and collaborative team culture

-     Clear progression pathways