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Dunwall Partners Ltd; Bath; Hybride; GBP 38 000 - 47 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Performance-based incentives

Professional development

Career growth

Supportive team environment

Retention bonus to cover lost earnings

Résumé du poste

First Mortgage is a leading UK mortgage broker based in Bath. We are seeking a Protection Adviser to deliver tailored, customer-focused protection advice using warm leads booked directly into your diary.

Full admin and post-application support let you focus on strengthening long-term client relationships and providing quality guidance without hard sales. You will work with a supportive team, benefit from ongoing professional development, and have the potential for a monthly bonus to cover lost

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

Responsabilités

• 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

Connaissances

Protection advice experience

Customer-focused

Strong communication

Relationship-building

Description du poste

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)

Earning potential & growth

• 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