Protection Advisor - Hybrid, Client‑First Protection Advice

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

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.