Protection Advisor

Dunwall Partners Ltd; Bath; Hybrid; GBP 26,000 - 43,000; Full time

Benefits offered by this job

Monthly bonus opportunity

Hybrid working

Job summary

First Mortgage is seeking a Protection Adviser to deliver tailored, customer-focused protection advice using warm leads booked directly into your diary. You will have full admin and post-application support to focus on long-term client relationships and needs analysis.

The role emphasizes no hard sells, strong client relationships, and a career path within a trusted UK mortgage broker with 25 years of experience. Office base in Bath with hybrid working potential and a competitive package.

Qualifications

• Experience in providing protection advice.
• 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 Knowledge, Skills & Experience:

Skills

Protection advice

Communication skills

Customer service

Job description

£42,500 to £42,500 per year, Up to £42,500 basic, uncapped commission structure

Contract Type:

Permanent

Hours:

Full time

Disability Confident:

No

Closing Date:

07/11/2026

About this job

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

No agencies please

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