Protection Advisor

First Mortgage; Ashton-under-Lyne; Hybrid; GBP 38,000 - 47,000; Full time

Benefits offered by this job

Trustpilot rating

No hard sales

Career development

Comprehensive benefits

Job summary

First Mortgage is seeking a Protection Adviser to deliver tailored protection advice to clients, using warm leads and supported by admin and post-application teams. You will focus on understanding client needs, long-term relationships and a smooth customer journey, without hard sales.

The role emphasizes a customer-centric approach, strong communication, and collaboration with internal teams, with an office base in Bath and potential hybrid working.

Qualifications

• Experience in providing protection advice (mortgage/homebuying journey experience helpful but not essential).
• A customer-focused, professional approach.
• Strong communication and relationship-building skills.

Responsibilities

• Provide Protection advice to address client's needs & shortfalls.
• Guide clients through the full protection journey.
• Manage warm leads generated by our strong brand.
• Build long-term client relationships.
• Work with our admin and post-app teams for a smooth customer journey.

Skills

Protection advice experience

Communication skills

Relationship building

Job description

As a Protection Adviser at First Mortgage, you'll deliver tailored, customer-focused protection advice using warm leads booked directly into your diary. With full admin and post-application support, you can focus on building long-term client relationships, identifying needs and shortfalls, and providing quality advice without hard sales or unnecessary admin.

Main Responsibilities

• Provide Protection advice to address client's needs & shortfalls
• Guide clients through the full protection journey
• Manage warm leads generated by our strong brand
• Build long-term client relationships
• Work with our admin and post-app teams for a smooth customer journey

Requirements

Experience in providing protection advice (mortgage/homebuying journey experience helpful but not essential)

• A customer-focused, professional approach
• Strong communication and relationship-building skills

First Mortgage are one of the UK's longest established mortgage brokers and have been providing free impartial mortgage advice for over 25 years. Originally established in Scotland, we have since expanded our free mortgage advice services to cover the whole of the UK, securing our clients many billions of mortgages in the process. Unlike many others, we continued to grow through the economic downturn, our growth credited to the fact that our success rate in securing mortgages for clients is second to none.

Location: Office base in Bath with potential of hybrid working

Salary: Up to £42,500 basic, uncapped commission structure

Contract: Full-Time, Permanent

What you'll receive

A brand and culture that helps you succeed:

• One of the UK's most trusted (Trustpilot reviews)
• Customer-centric advice model - no hard sales
• Supportive, people first environment

Earning potential & growth

• Competitive salary and performance-based incentives
• Opportunities for professional development and career growth
• Supportive and collaborative work environment
• Comprehensive benefits package

We recognise the risk of leaving your current role with active clients. For exceptional candidates, we can offer an additional monthly bonus to cover potential lost earnings from your existing pipeline.