Protection Advisor: Build Trusted Client Relationships

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

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.