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For Companies At a Glance
- Tasks: Help clients secure their futures with tailored protection solutions in a dynamic mortgage team.
- Company: Join a leading financial advice firm with a strong reputation and award-winning service.
- Benefits: Earn a competitive salary, commission, and enjoy hybrid working with ongoing training opportunities.
- Why this job: Make a real difference in people's lives while growing your career in a supportive environment.
- Qualifications: 1+ years of experience in providing protection advice; energetic and motivated individuals welcome.
- Other info: Access to a broad network and resources for professional development and career progression.
The predicted salary is between 26000 - 36000 £ per year.
Job Description
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 knowledge 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 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
✨Tip Number 1
Network like a pro! Get out there and connect with people in the mortgage and protection industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone from Threshold Mortgage Advice, make sure you can clearly explain why you’d be a great fit as a Protection Specialist. Highlight your experience and how you can help clients secure their futures.
✨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’re the perfect match for the team.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining us. It shows initiative and gives you a better chance of standing out in the crowd. Don’t miss out on this opportunity!
We think you need these skills to ace Protection Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with protection products and client-facing roles. We want to see how your skills align with the responsibilities of a Protection Specialist, so don’t hold back!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping clients secure their futures and how you can contribute to our team. Keep it clear and engaging!
Showcase Your Team Spirit: Since collaboration is key in this role, mention any experiences where you’ve worked closely with others to achieve a common goal. We love seeing how you can build trust and grow referrals with mortgage advisers.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
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. Understand their features, benefits, and how they can be tailored to meet clients' needs. This knowledge will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Client-Facing Skills
Since this role is all about helping clients secure their futures, be prepared to discuss your previous experiences in client-facing roles. Share specific examples of how you've built trust and provided excellent service, as this will highlight your suitability for the position.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess how you would handle real-life situations with clients. Think about potential challenges you might face and how you would address them. Practising these scenarios can help you articulate your thought process during the interview.
✨Emphasise Team Collaboration
As you'll be working closely with mortgage advisers, it's crucial to demonstrate your ability to collaborate effectively. Be ready to discuss how you've worked in teams before and how you can contribute to a positive team dynamic at Threshold Mortgage Advice.
