Protection Advisor
Pillar Finance | Beckenham & West Wickham
£26,000 - £35,000 Basic Salary + Uncapped Commission
OTE £45,000 - £55,000
Full-Time | Permanent
IMPORTANT APPLICATION REQUIREMENTS
- Applicants must currently reside within a Bromley postcode area (BR1-BR8) or within a reasonable commuting distance of our offices.
- Applicants must hold a full UK driving licence.
- Previous experience within protection, insurance, financial services, mortgage advice, banking, estate agency or a consultative sales environment is preferred.
- Applications that do not meet these requirements may not be considered.
About Pillar Finance
Pillar Finance is a modern, independent, whole-of-market mortgage brokerage with offices in Beckenham and West Wickham.
We help clients across London and the UK secure residential mortgages, remortgages, buy-to-let finance and protection solutions. Our reputation has been built on exceptional customer service, trusted advice and long-term relationships with our clients.
As our business continues to grow, we are looking to expand our Protection Team by appointing a dedicated Protection Advisor to help clients protect their homes, families, income, and financial future.
The Opportunity
This is an excellent opportunity for an ambitious and commercially minded individual to join a growing financial services business with access to a consistent stream of warm leads generated through our mortgage brokerage.
Rather than spending your time cold calling or self-generating business, you will be working with clients who already require advice as part of their property and mortgage journey.
You will be responsible for identifying clients' protection needs, delivering tailored recommendations and helping clients put the right cover in place to protect what matters most.
This role offers genuine earning potential, career progression and the opportunity to become a key part of a growing business.
Key Responsibilities
Protection Advice
- Advising clients on Life Insurance
- Advising clients on Critical Illness Cover
- Advising clients on Income Protection
- Advising clients on Family Protection and Mortgage Protection products
- Conducting client fact-finds and needs assessments
- Reviewing existing policies and identifying protection gaps
- Delivering compliant, tailored and client-focused recommendations
Home Insurance
- Arranging Buildings & Contents Insurance policies
- Reviewing existing insurance arrangements
- Identifying opportunities to improve cover and value for clients
Professional Services Referrals
- Introducing clients to trusted conveyancing and legal partners
- Maximising opportunities from existing client relationships
- Supporting clients throughout their property journey
Client Relationship Management
- Managing clients throughout the protection process
- Maintaining regular communication and follow-up
- Delivering an exceptional customer experience
- Building long-term relationships that generate repeat business and referrals
- Maintaining accurate records within our CRM system
Skills & Experience
Essential
- Excellent communication and relationship-building skills
- Strong consultative sales ability
- Professional and confident telephone manner
- Organised with strong attention to detail
- Highly motivated and target-driven
- Ability to build trust and rapport with clients
- Full UK Driving Licence
- Reside within a Bromley postcode area or nearby
Desirable
- Experience within Protection Advice
- Experience selling Life Insurance, Critical Illness Cover or Income Protection
- Experience within Financial Services
- Mortgage industry experience
- Insurance experience
- CeMAP and/or RO5 qualifications (Beneficial and not necessary)
Full training and ongoing support will be provided for the right candidate.
Working Hours
- Full-Time
- Monday to Saturday rota
- 9:00am – 6:00pm
- One weekday off each week
Office Location
This role will be based across our Beckenham and West Wickham offices, with the successful candidate expected to work from either location as needed.
What We Offer
- Basic salary of £26,000 - £35,000 depending on experience
- Uncapped commission structure
- Realistic OTE of £45,000 - £55,000
- Warm mortgage-generated leads
- Existing client database opportunities
- Ongoing training and professional development
- Career progression within a growing mortgage brokerage
- Friendly and supportive team environment
- Modern high-street offices in Beckenham and West Wickham
- Opportunity to play a key role in the continued growth of Pillar Finance
Who We're Looking For
We are looking for someone who genuinely enjoys helping people, understands the value of protection advice and is motivated by building long-term relationships with clients.
The ideal candidate will be professional, personable, commercially aware and passionate about delivering excellent outcomes for clients while developing a successful career within financial services.
If you are looking to join a growing, ambitious and highly regarded mortgage brokerage with strong lead generation and genuine progression opportunities, we would love to hear from you.
Apply Now
Please submit your CV together with a short covering note outlining your experience and why you believe you would be a strong fit for Pillar Finance.
Please note that applicants must hold a full UK driving licence and currently reside within a Bromley postcode area (BR1-BR8) or within a reasonable commuting distance of our Beckenham and West Wickham offices.
Pay: £25,000.00-£40,000.00 per year
Benefits:
- Company pension
- Free parking
- Profit sharing
- Sick pay
Application question(s):
- Do you currently reside within a Bromley postcode area (BR1–BR8) or within a reasonable commuting distance of Beckenham and West Wickham?
- Do you hold a full UK driving licence?
- Do you have previous experience in any of the following: protection advice, insurance, financial services, mortgage advice, banking, estate agency, or consultative sales?
Work Location: In person
