Insurance Advisor

3 days ago

Altrincham, Trafford, United Kingdom Mortgage Perspective Full time

Job Title: Employed Protection Advisor

Location: Altrincham (Head Office)

Hybrid 2/3 Office/Home Split

Hours: Full Time 37.5 hours per week

Company Overview

At Mortgage Perspective, we pride ourselves on providing personalised mortgage advisory services tailored to meet each client's unique needs. Whether you're a first-time buyer, remortgaging, or looking to invest, our team of experts is here to guide clients through every step of the process.

Our head office is in the heart of Altrincham, a town that seamlessly blends historic charm with a vibrant, modern atmosphere. The office is extremely well-connected to many local and Greater Manchester transport links.

We foster a progressive, positive workplace, offering strong support for career growth, personal development, and competitive remuneration. We're dedicated to helping our people build expertise within the financial services market, surrounded by a team and environment that aims to make work enjoyable and fulfilling. We value our owner-managed family feel and open-door policy, while striving for dynamism and excellence in all we do.

About the Role

We are seeking a knowledgeable and client-focused Protection Advisor to join our growing Mortgage Perspective team. This role is central to delivering expert insurance advice to clients referred through our Mortgage Advisors and Property Perspective colleagues, who generate leads from housebuilder partnerships and property sales.

You'll be responsible for engaging qualified clients, understanding their protection needs, and recommending tailored insurance products that provide security and peace of mind for their home and family.

Key Responsibilities

·      Engage and manage qualified leads provided by our Mortgage Advisors and Property Perspective sales teams.

·      Conduct thorough client consultations, identifying protection needs and providing suitable insurance solutions.

·      Review clients' income and expenditure to assess affordability and ensure recommendations are responsible and compliant.

·      Advise on a full range of insurance products, including life cover, critical illness, income protection, and family protection policies.

·      Respond to and qualify client enquiries efficiently, ensuring a professional and customer-centric experience.

·      Maintain accurate and compliant documentation, adhering to FCA and company requirements.

·      Work collaboratively with the mortgage advisory team to provide a seamless and holistic client journey.

·      Deliver exceptional service standards, ensuring all clients feel supported and confident in their protection choices.

·      Meet and exceed individual and team targets, supporting business growth and client retention.

·      Commit to continuous professional development, keeping up to date with insurer products, regulations, and industry trends.

Experience & Skills

·      Proven experience within an insurance or financial services advisory role.

· Years experience giving whole of market advice

·      Preferred RO5 but not essential

·      Track record of business levels & High Persistence Rate

·      Strong understanding of affordability and compliance requirements under FCA regulation.

·      Excellent communication and rapport-building skills with a client-first approach.

·      Ability to manage workloads efficiently and convert warm leads effectively.

·      Proactive, self-motivated, and confident working in a fast-paced, target-driven environment.

·      Strong organisational skills and attention to detail.

What We Offer

·      Up to £35k Basic DOE + attractive tiered commission

·      Full training and ongoing professional development.

·      Opportunities to progress within a Directly Authorised financial services firm.

·      Regular social events and team activities that make work enjoyable and rewarding.

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