Mortgage & Protection Advisor

Trade Recruit is proud to be recruiting on behalf of one of our prestigious clients based in Thurrock.

We are seeking an experienced Protection Adviser to join a fast-growing, whole-of-market mortgage brokerage. Working closely with a team of mortgage brokers, you will advise clients on a wide range of personal and business protection solutions, supporting both retail and high-net-worth clients already engaged in financial services such as residential mortgages, commercial mortgages, and bridging finance. This role benefits from a consistent flow of warm, pre-qualified leads, allowing you to focus on advising, building trust, and developing long-term client relationships rather than sourcing business.

Key Responsibilities

• Advising clients on a wide range of personal and business protection products
• Working closely with mortgage brokers to support wider client needs
• Managing a portfolio of retail and high-net-worth clients
• Recommending appropriate protection solutions, including:
• Life Insurance
• Critical Illness Cover
• Income Protection
• Business Protection
• Advising on key business protection policies, including:
• Key Person Insurance
• Shareholder Protection
• Managing and progressing a pipeline of warm, pre-qualified leads
• Building strong, long-term client relationships
• Ensuring all advice is fully compliant with FCA and regulatory requirements
• Working towards and exceeding individual performance targets

Requirements
Essential:

• Minimum of 2 years’ experience in financial services or protection sales
• Proven track record in protection or insurance sales
• Confidence dealing with high-value and complex clients
• Target-driven with a strong commercial mindset

Desirable:

• Experience advising on both personal and business protection
• CeMAP qualification (or willingness to work towards it)

What’s on Offer

• £25,000 – £30,000 basic salary (DOE)
• Uncapped commission structure
• All leads provided
• Strong, existing pipeline of engaged clients
• Exposure to high-net-worth and commercial clients
• Supportive, professional team environment
• Office-based role, Monday to Friday

Location & Working Pattern

• Location: Thurrock (office-based)
• Working Pattern: Monday to Friday