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Job Post Details

Protection Adviser - job post

Fluent Money
3.9 out of 5
Bolton
£50,000 a year - Permanent, Full-time
Responded to 75% or more applications in the past 30 days, typically within 3 days.

Job details

Here’s how the job details align with your profile.

Pay

  • £50,000 a year

Job type

  • Full-time
  • Permanent

Shift and schedule

  • Weekend availability
  • Monday to Friday

Location

Bolton

Benefits
Pulled from the full job description

  • Additional leave
  • Canteen
  • Company events
  • Company pension
  • Cycle to work scheme
  • Flexible schedule
  • Free parking

Full job description

**MUST BE ABLE TO COMMUTE TO HORWICH, BOLTON AS THIS IS AN OFFICE BASED ROLE**

Are you ready to take your career to the next level with a thriving company experiencing continuous growth? We're seeking a Protection Adviser to join our team.

If you thrive in a dynamic office environment and have a passion for delivering exceptional customer service, we want to hear from you!

This is an office-based role, and you must be able to commute to be considered. Please only apply if you have a full UK working visa.

Salary & Benefits that Match Your Ambition:

  • Salary: Enjoy average earnings of £40,000 - £45,000 with uncapped commission, with further potential to earn upwards of £60,000.
  • Get Qualified: We'll fund all R05 qualifications, giving expert support and guidance along the way.
  • Flexible Hours: Embrace work-life balance with our shift-based schedule, spanning 40 hours per week
  • Generous perks: From rising holiday entitlement to private healthcare with Vitality Health, we've got you covered. Plus, enjoy perks like your birthday off, 'Freebie Fridays' and much much more!

A day in the life:

As a Protection Adviser, you'll play a pivotal role in providing top-notch service to our valued customers. Collaborating with industry experts, you'll build meaningful relationships and contribute to our shared mission of financial empowerment.

You’ll be an enthusiastic and driven individual, with high attention to detail and great people skills.

Your responsibilities will include:

  • Sourcing the best financial products based on the customer’s individual needs and wants.
  • Completing sales calls with our customers, providing regulated advice, and making suitable recommendations on income protection, critical illness cover and life insurance.
  • Working with leads provided from customers who are already transacting with Fluent for a first or second charge mortgage.
  • Following up on leads and chasing for updates with back-office support so you can focus on advising
  • Maintaining high-performance standards and staying up to date with industry regulations.
  • Achieving minimum targets with meticulous care and attention
  • Upholding personal performance standards of excellence
  • Staying abreast of evolving FCA requirements and industry changes
  • Fulfilling CPD requirements to maintain professional competence
  • Adhering to company compliance protocols, promptly addressing feedback, and implementing necessary actions
  • Promoting best advice and setting a stellar example in customer care
  • Championing the Fluent brand and upholding best practices consistently.

This list represents the core responsibilities, yet our team members are encouraged to embrace additional duties and tasks as directed by management.

The Package

  • Basic salary of up to £40,000 dependent on experience and performance
  • Support with completing the R05 qualification.
  • Ability to earn unlimited bonus monthly
  • Average advisors earning Circa £30,000-£40,000
  • Circa £60,000 OTE for an experienced advisor

About Fluent Money:

At Fluent Money, we're more than just a financial services company—we're industry leaders committed to integrity, professionalism, and unparalleled customer satisfaction. Not only are we the biggest Second Charge Mortgage Broker in the UK, we also specialise in First Charge Mortgages, Equity Release, Insurance and Bridging Loans. As part of the Mortgage Advice Bureau (MAB) family since 2022, we're dedicated to excellence in everything we do.

Join us and become part of a culture that values teamwork, innovation, and job satisfaction, where we empower our employees to take ownership of their work and provide them with the necessary tools and resources to excel in their roles.

Our forward-thinking approach and cutting-edge technology enable us to offer seamless and personalised financial solutions, setting new standards for excellence in our industry

https://www.fluentmoney.co.uk/

Role requirements

Essential

  • Proven experience of working successfully to sales targets
  • Current or recent experience of an outbound call environment
  • Ability to respond quickly to training and adapt to changes within the industry
  • Proven experience in outbound sales, objection handling
  • Able to carry out processes in a compliant manner
  • Able to demonstrate achievements against a wide range of competencies
  • Experience in a busy sales environment

Desirable

  • Current or recent experience in a regulated finance company
  • Experience of broking/lending in the protection market
  • Experience of broking/lending in the protection market
  • Strong IT skills including the use of the full Microsoft package
  • Experience of working successfully in a team and also individually
  • CeMap Level 1 (working towards Full CeMap)
  • Experience of using bespoke software

All the perks!

  • Rising holiday entitlement up to a maximum of 30 days (excluding bank holidays)
  • Your birthday off work
  • Holiday buy & sell scheme
  • Private Healthcare with Vitality Health
  • Death in service cover
  • 12 flexible WFH days per year
  • Fee-free Fluent products for your friends and family
  • Regular social and charity events
  • Onsite food provision and restaurant facilities
  • Free tea, coffee & fresh fruit daily
  • ‘Freebie Fridays’ on the first Friday of every month
  • Cycle to work scheme
  • Access to stimulating training & development
  • In-house leadership academy for future leaders
  • Great location close to transport links
  • Free parking onsite

Job Types: Full-time, Permanent

Pay: £50,000.00 per year

Benefits:

  • Additional leave
  • Canteen
  • Company events
  • Company pension
  • Cycle to work scheme
  • Free parking
  • Life insurance
  • On-site parking
  • Private medical insurance
  • Transport links

Schedule:

  • Monday to Friday
  • Weekend availability

Supplemental pay types:

  • Bonus scheme
  • Performance bonus

Ability to commute/relocate:

  • Bolton: reliably commute or plan to relocate before starting work (required)

Work Location: In person

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