Recruit UK are supporting an esteemed mortgage broker based in the heart of Bath, known for delivering a consistently excellent service.

Due to continued growth and demand from their existing mortgage client base, they are now looking to strengthen their protection offering with an additional hire.

Responsibilities

• Provide tailored protection advice to clients referred internally by mortgage advisers
• Assess clients’ financial circumstances and protection needs to recommend suitable solutions
• Advise on a range of products including life cover, critical illness, and income protection
• Maintain regular communication with clients throughout the advice and application process
• Build and maintain relationships with internal mortgage advisers to maximise cross-referral opportunities
• Ensure all advice is compliant with regulatory requirements and internal standards
• Manage your own pipeline effectively, from initial enquiry through to policy completion
• Keep up to date with product knowledge, market changes, and regulatory developments

What We’re Looking For

• Minimum 3 years’ experience as a Protection Adviser
• Good knowledge of life cover, critical illness cover, and income protection
• Exposure to private medical insurance and general insurance is advantageous, but not essential
• Able to commute to a centrally based Bath office

What’s on Offer

• Base salary up to £35,000 (DoE)
• Uncapped commission with OTE exceeding £90,000
• Ongoing training and development
• Hybrid working after probation

Apply today if you’re interested in discussing this position.