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- Tasks: Help clients secure their futures with tailored protection solutions in a dynamic mortgage team.
- Company: Join Threshold Mortgage Advice, a leading firm with a collaborative and supportive culture.
- Benefits: Earn a competitive salary, commission, hybrid work options, and enjoy 21 days holiday.
- Why this job: Make a real difference in people's lives while growing your career in financial advice.
- Qualifications: 1 year of experience in protection products and a passion for customer service.
- Other info: Access ongoing training, career progression, and be part of a community-focused organisation.
The predicted salary is between 26000 - 38000 £ per year.
About the Firm
Threshold Mortgage Advice have been offering professional financial and mortgage advice since 2004 and during this time have been one of the mortgage adviser firms recommended by some of the leading UK House builders and Housing Associations as well as winning numerous awards. With head offices in Southampton they have expanded to Dartford and Exeter to meet demand and continue to grow.
About the Role
As a protection specialist in a busy mortgage team, you’ll play a vital role in helping clients secure their futures. Working alongside mortgage advisers, you’ll provide tailored protection solutions, explain options with clarity, and ensure families are safeguarded with the right cover. It’s a fast paced, client facing role where your expertise makes a real difference every day.
The benefits for a Protection specialist:
- Basic Salary of £26,000 plus commission.
- Monthly commission payments with OTE of £38,000.
- Hybrid or remote working.
- All leads provided from mortgage advisers.
- 21 days holiday plus bank holidays.
- Company pension scheme.
- Support from a highly knowledgeable admin team.
- Easily accessible offices in Southampton.
- Regular training sessions with ongoing development.
- Potential to gain further qualifications and for career progression into mortgage advice.
Your responsibilities as a Protection specialist will include:
- Working with mortgage advisers to build trust and grow referrals.
- Provide tailored advice on protection products.
- Collaborate with the team to ensure excellent customer service.
- Carry out continued professional development to ensure you stay up to date on industry regulation and products.
What will you need to succeed as a Protection specialist:
- Minimum 1 years experience providing advice on protection products.
- A passion for great customer service.
- Motivated and energetic, to succeed in a fast-paced environment.
Threshold Mortgage Advice is an appointed representative of The Openwork Partnership, we are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including our ownership structure – at The Openwork Partnership we are owned by our appointed representative firms, Bain Capital and our employees so is somewhat of a democracy. We boast a broad proposition with deep ties to providers, and being one of the largest advice networks in the UK, we have some serious resources at our disposal, and put the development of our colleagues, advisers and firm support staff first, with our very own Business School. Here at The Openwork Partnership we all come together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.
Protection Specialist in Portsmouth employer: Threshold Financial Services Ltd
Contact Detail:
Threshold Financial Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Specialist in Portsmouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage and financial advice sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Protection Specialist role!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers or during interviews, make sure you can clearly explain how your experience aligns with the role. Tailor your message to highlight your passion for customer service and your expertise in protection products.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’d be a fantastic fit for the team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got all the latest job openings, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and stay updated on new opportunities.
We think you need these skills to ace Protection Specialist in Portsmouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Protection Specialist role. Highlight your experience with protection products and customer service skills, as these are key for us at Threshold Mortgage Advice.
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re passionate about helping clients secure their futures. Share specific examples of how you've provided tailored advice in the past to show us what you can bring to the team.
Showcase Your Team Spirit: Since collaboration is crucial in our busy mortgage team, mention any experiences where you’ve worked closely with others. We love seeing how you can build trust and grow referrals alongside mortgage advisers.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with Threshold Mortgage Advice.
How to prepare for a job interview at Threshold Financial Services Ltd
✨Know Your Protection Products
Make sure you brush up on the various protection products available in the market. Be ready to discuss how these products can be tailored to meet clients' needs. Showing your knowledge will impress the interviewers and demonstrate your commitment to helping clients secure their futures.
✨Showcase Your Customer Service Skills
Since this role is all about providing excellent customer service, prepare examples from your past experiences where you went above and beyond for a client. Highlighting your passion for great customer service will resonate well with the interviewers at Threshold Mortgage Advice.
✨Understand the Company Culture
Familiarise yourself with Threshold Mortgage Advice's values and mission. Knowing about their commitment to professional development and community involvement can help you align your answers with what they stand for, making you a more attractive candidate.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with thoughtful questions about the role, team dynamics, and opportunities for growth. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
