Protection Adviser
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-03-10
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Finance & Banking
Financial Consultant, Financial Advisor
Altura Mortgage Finance provides professional and independent mortgage advice. With expertise in serving first-time home buyers, home movers, buy-to-let investors, and clients with complex financial circumstances, Altura is committed to simplifying the mortgage process. Utilising user-friendly technology combined with experienced advisers, the company offers tailored guidance to ensure a smooth and convenient experience. Altura collaborates with trusted partners in insurance, surveying, and legal services to streamline the application-to-completion timeline for clients.
Committed to excellence, Altura is focused on supporting diverse client needs within the UK regulatory landscape.
This is a hybrid role for a Protection Adviser based in London, allowing a combination of remote work and on-site responsibilities. The Protection Adviser will provide expert advice on protection products to clients, ensuring their financial security. Key responsibilities include assessing client needs, recommending suitable insurance solutions, explaining complex products in a clear and concise manner, and maintaining client relationships. The role also involves staying updated on industry regulations and managing compliance requirements.
Qualifications- Knowledge of protection products, insurance services, and compliance requirements within the UK financial regulations.
- Strong communication, interpersonal, and client relationship‑building skills.
- Proficiency in sales techniques, with a consultative approach to understanding client needs.
- Attention to detail, critical thinking, and the ability to analyze client situations holistically.
- Ability to work both independently and collaboratively in a hybrid working environment.
- Experience with in the mortgage or financial services sector is a plus.
- Relevant qualifications such as CeMAP (Certificate in Mortgage Advice and Practice) or equivalent are advantageous.
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