At a Glance
- Tasks: Deliver tailored protection advice and build long-term client relationships.
- Company: Join First Mortgage, a trusted name in the UK mortgage industry.
- Benefits: Competitive salary, uncapped commission, and comprehensive benefits package.
- Why this job: Make a real difference with customer-focused advice in a supportive environment.
- Qualifications: Experience in protection advice and strong communication skills.
- Other info: Enjoy a flexible working environment with opportunities for professional growth.
Location: Remote, Office, Hybrid working available
Salary: Up to £45,000 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 - no hard sales
- Supportive, people first environment
- Earning potential & growth: Competitive salary and performance-based incentives
- Opportunities for professional development and career growth
- Supportive and collaborative work environment
- Comprehensive benefits package
- 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
If you feel you have the necessary skills and experience to be successful in this role, click on APPLY today, forwarding an up-to-date copy of your CV for consideration in the first instance.
No agencies please.
Protection Advisor in Bath employer: First Mortgage
Contact Detail:
First Mortgage Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Advisor in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the hunt for a Protection Advisor role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research First Mortgage and understand their customer-centric approach. Be ready to discuss how your experience aligns with their values and how you can contribute to their success.
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate your protection advice experience and how you build long-term client relationships. Keep it conversational and genuine – they want to see the real you!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect directly with us.
We think you need these skills to ace Protection Advisor in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Protection Advisor role. Highlight any relevant experience in providing protection advice and your customer-focused approach.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for the role. Share specific examples of how you've built long-term client relationships and provided tailored advice in the past.
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application is clear and engaging. Use a friendly tone and demonstrate your ability to connect with clients through your writing.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at First Mortgage
✨Know Your Stuff
Make sure you understand the ins and outs of protection advice. Brush up on the key concepts and be ready to discuss how you can tailor your advice to meet clients' needs. This shows you're not just knowledgeable but also genuinely interested in helping clients.
✨Showcase Your People Skills
Since this role is all about building long-term relationships, be prepared to share examples of how you've successfully connected with clients in the past. Highlight your communication skills and how you handle different personalities – it’s all about making that personal connection!
✨Emphasise a Customer-Centric Approach
First Mortgage prides itself on a customer-first model, so make sure you convey your commitment to putting clients at the heart of your advice. Share stories where you’ve gone above and beyond for a client, demonstrating your dedication to their needs.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture and the support you'll receive in this role. This not only shows your interest in the position but also helps you gauge if it's the right fit for you. Plus, it gives you a chance to engage with the interviewers on a deeper level.