Protection Advisor

First Mortgage; Bath; Hybrid; GBP 26,000 - 43,000; Full time

Benefits offered by this job

Trustpilot reviews

Customer-centric advice

Supportive environment

Comprehensive benefits

Job summary

First Mortgage in Bath is seeking a Protection Advisor to deliver tailored, customer-focused protection advice using warm leads booked directly into your diary. You’ll identify needs, guide clients through the protection journey, and build lasting relationships with minimal admin burden.

With full admin and post-application support, you can focus on quality advice in a hybrid office setup. A competitive base salary up to £42,500 plus uncapped commission awaits.

Qualifications

• Experience providing protection advice to clients.
• 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

Customer service

Relationship building

Communication

Job description

Protection Advisor

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.

About Us:

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.

The Role:

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

Knowledge, Skills & Experience:

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