Protection Advisor — Hybrid Role, Client-Focused Advice

First Mortgage

West of England

Híbrido

GBP 38 000 - 47 000

Tempo integral

Há 4 dias
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Currículo e carta de apresentação personalizados, prontos a enviar.

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Vantagens oferecidas por esta oferta de emprego

Hybrid work in Bath
Uncapped commission
Comprehensive benefits package

Resumo da oferta

First Mortgage is seeking a Protection Adviser to deliver tailored protection advice with warm leads routed to the adviser’s diary. You will receive full admin and post-application support, enabling you to focus on client relationships and high-quality advice.

The role emphasises no hard sales and a smooth customer journey. Based in Bath with potential for hybrid working, the position offers a competitive base salary with uncapped commission.

Qualificações

  • Experience providing protection advice (mortgage/homebuying journey experience helpful)
  • Ability to focus on client needs with a professional approach
  • Excellent communication and relationship-building skills

Responsabilidades

  • Provide protection advice addressing client needs and shortfalls
  • Guide clients through the full protection journey
  • Manage warm leads generated by our strong brand
  • Build long-term client relationships
  • Collaborate with admin and post-app teams for a smooth journey

Conhecimentos

Protection advice experience
Customer-focused
Strong communication
Relationship-building

Descrição da oferta de emprego

First Mortgage is seeking a Protection Adviser to deliver tailored protection advice with warm leads routed to the adviser’s diary. You will receive full admin and post-application support, enabling you to focus on client relationships and high-quality advice.

The role emphasises no hard sales and a smooth customer journey. Based in Bath with potential for hybrid working, the position offers a competitive base salary with uncapped commission.

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