Mortgage Protection Adviser — Build Lasting Client Confidence

Lumin Wealth Limited; St Albans; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Company pension

Birthday leave

Salary sacrifice leave

EV Salary Sacrifice

Training & development

Team culture events

Job summary

Lumin Wealth Ltd in the UK is expanding its Davidson Deem mortgage protection advisory team. You’ll work directly with clients to assess protection needs and partner with the mortgage team to deliver tailored cover that fits each client’s circumstances.

Join a regulated, supportive firm with strong growth in the mortgage space, generous pension contributions, extra leave options, and opportunities for training and career progression.

Qualifications

• Minimum 12 months’ experience in a mortgage protection role.
• Proven ability to build strong client relationships.
• Proactive, self-motivated with client-focused approach.

Responsibilities

• Engage with clients to identify protection needs for their mortgage and circumstances.
• Collaborate with the mortgage team to create opportunities and support clients.
• Ensure clients leave with appropriate protection in place.

Skills

Mortgage protection experience

Relationship-building

Client-centric approach

Coaching or mentoring

Job description

Lumin Wealth Ltd in the UK is expanding its Davidson Deem mortgage protection advisory team. You’ll work directly with clients to assess protection needs and partner with the mortgage team to deliver tailored cover that fits each client’s circumstances.

Join a regulated, supportive firm with strong growth in the mortgage space, generous pension contributions, extra leave options, and opportunities for training and career progression.