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Protection Advisor

Brookson
Job LocationCoventry
EducationNot Mentioned
Salary£25,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Job Title:Protection AdvisorLocation: Coventry (CV5 6SP)Working Hours: Hybrid/Flexible working – 37.5 hours a weekSalary:£25,000 - £30,000 basic depending on experience. OTE £40,000Brookson Financial, a division of the Brookson Group, specialises in providing outstanding financial advice to contractors and self-employed individuals. With more than 20 years of experience, they are dedicated to offering tailored support to ensure clientsreceive the necessary assistance.Currently, we have an exciting opportunity to join our Protection Team. As a Protection Advisor, you will work collaboratively with three other advisors and report directly to the Protection Manager.What will you be doing as a Protection Advisor

  • Deliver Financial Health checks to new and existing Brookson customers
  • Advise clients with recommendations to help them to meet their protection requirements
  • Proactively contact clients in order to promote financial services and encourage them to engage with services offered by the Company
  • Take ownership when seeking solutions for clients, including the adjudication of the solution with the Company’s internal departments.
  • Educate clients on their Auto Enrolment responsibilities
  • Be a source of referral business into other financial departments
What are we looking for in a Protection AdvisorEssential Experience:
  • Minimum 1 years’ experience in providing advice on protection services and products
  • Previous experience of working within a compliance regulated industry
  • Strong knowledge of protection products
  • High level of numeracy skills
Desirable Experience:
  • CeMap qualification
  • Experience in working within a team of advisors
  • General knowledge of other financial services products
  • Knowledge of the Freelance and Contractor sector
In ReturnHere at Brookson, we want everyone to feel valued and have a sense of belonging. That is why we offer a wide range of benefits plus an internal commitment to all colleagues around communication, engagement, and professional development.
  • Wellbeing benefits include discounted gym membership, access to mindfulness resources, confidential support 24/7, direct GP access and in house Mental Health First Aid team to name a few
  • Discounted bikes and equipment through the “cycle to work scheme”
  • Discounts for hundreds of retailers plus including Theme Park discounts
  • 23 days’ annual leave, plus bank holidays and your Birthday off each year
  • The opportunity to buy and sell holidays
  • Special occasion vouchers
  • Life Assurance policy and Health Care cover
  • 5% company pension contribution after 3 months
  • Free Financial Advice including Mortgages, Savings, Pensions and more.
Next StepsIf you are interested in being considered for this opportunity, please apply with your CV highlighting your relevant skills in relation to the above criteria.If your application is successful, Vicky from the Talent Team will be in contact to arrange an initial call.All applicants are required to have right to work in the UK (sponsorship not available for this role)To find out more, please contact Vicky from the Talent Team on

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