Self- Employed Protection Adviser - Financial Services advertised by

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New Life Equity Release

Contact Information:
New Life Equity Release
4 Bridgemead

Mobile: 07969859749

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Self- Employed Protection Adviser - Financial Services

Stroud, Cirencester

We are a small but growing brokerage providing excellent service to our Equity Release and Mortgage clients.  We are looking for a self-employed Protection Advisor to join the family and share our growth.

We are both ex protection advisers who now focus solely on our mortgage and equity release business.   We are superb at identifying insurance and protection needs and we have a genuine passion for this service.  What we do not have is time to ensure our customers protection needs are fully met and that’s why we need you .

The successful candidate will also be eager to develop their own business within the life and protection market. We are searching for someone who is passionate and keen to provide fantastic solutions for our clients.

A good eye for detail and good organisational skills are crucial, as this plays a huge part in the financial services advice sector but we also need someone who has a great sense of humour (as protection isn’t necessarily seen as exciting ! ) and a dogged approach to admin as most clients don’t want to do this themselves !!

We pride ourselves on our ability to provide fantastic service to our customers, based locally and further field and this is achieved by our willingness to go not the extra mile but the extra 10,000!

Here is what some of our recent clients have had to say about us :

Absolutely brilliant, friendly, down to earth and does not baffle you with bumph you don't need to know, to top all that off she did us an amazing job, keeping us updated on everything she did for us all the way through from the first phone call to the equity release completion. Although absolutely professional at what she does, you also feel like she’s a friend you have known for years, would totally recommend to anyone looking for equity release advice, Thank you again and all the best for the future.

The advice and genuine interest in her clients is first class. Her ability to problem solve and see the bigger overall financial picture and how it impacts on my family is what makes her both brilliant at her job and a trusted advisor. My finances and emotional state and well-being are highly linked, she handles both with absolute dexterity and always gets a positive outcome. She is a life and game changer!

We hope to have clients soon say the same about you!

This opportunity will suit someone who is looking for the freedom to develop their own business, whilst benefiting from comprehensive support and our combined 40 years’ experience in financial services to enable you to take your business and earnings to the next level.

This support includes access to pre-qualified new leads, exisiting clients and on boarding support with a first class network.

We offer competitive levels of commission with the opportunity to earn additional fees on mortgage, equity release and estate planning referrals.

Your responsibilities:

Leads provided
Identify our customer's financial needs and provide advice & recommendations
Undertaking both face-to-face and telephone fact-finds as required
Diligent and focused on providing the highest level of protection advice and customer service
To meet and maintain compliance with all competency guidelines
Be proactive encouraging opportunities to attract new customers e.g. referrals
Deliver a professional product presentation to win business
Work within Financial Conduct Authority (FCA) and Treating Customer Fairly (TCF) guidelines


CF3, RO5, CeFA 3 or CeMAP 1 to advise on insurances
Minimum 12 months advising experience and CAS status.
Whole of Market experience is desirable but not essential.
Good communication and people skills with an excellent phone manner
Experience of Financial Services sales and an understanding of compliance regulations
The ability to work alone and as part of a small team
Working from home
The ability to work evenings and weekends as the business demands

What we bring to the table

Small supportive company
Ongoing support
Business development
Smooth onboarding process
No corporate suit requirement

Please click on Apply Now and email your CV and covering letter.

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