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For Companies At a Glance
- Tasks: Help clients secure their futures with tailored protection solutions and excellent customer service.
- Company: Join a leading mortgage advice firm with a strong reputation and collaborative culture.
- Benefits: Earn a competitive salary, commission, hybrid working, and enjoy 21 days holiday plus bank holidays.
- Why this job: Make a real difference in people's lives while growing your career in a supportive environment.
- Qualifications: 1 year experience in providing protection advice and a passion for customer service.
- Other info: Access to ongoing training, career progression, and be part of a democratic ownership structure.
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 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.
Locations
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 industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Protection Specialist role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to impress someone. Prepare a short, snappy introduction about yourself and what you bring to the table as a Protection Specialist. Confidence is key!
✨Tip Number 3
Show off your knowledge! Stay updated on the latest protection products and industry trends. When you chat with potential employers or network contacts, drop some insights to showcase your expertise and passion for the field.
✨Tip Number 4
Apply through our website! We’ve got all the info you need about the role and the company. Plus, it shows you’re genuinely interested in being part of the Threshold Mortgage Advice team. Don’t miss out!
We think you need these skills to ace Protection Specialist
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, as these are key to what we’re looking for. We want to see how your skills align with our needs!
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. Share specific examples of how you've provided tailored advice in the past – we love a good story!
Show Your Enthusiasm: We’re all about energy and motivation here at Threshold Mortgage Advice. Make sure your application reflects your enthusiasm for the role and the industry. Let us know why you’re excited about the opportunity to work with our team!
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our fantastic team!
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. This shows your expertise and helps build trust with the interviewers.
✨Showcase Your Customer Service Skills
Since this role is all about helping clients secure their futures, be prepared to share examples of how you've provided excellent customer service in the past. Highlight any specific situations where you went above and beyond for a client.
✨Understand the Company Culture
Do a bit of research on Threshold Mortgage Advice and The Openwork Partnership. Understanding their values and mission will help you align your answers with what they’re looking for, making you a more appealing candidate.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, training opportunities, and career progression. This not only shows your interest but also helps you gauge if the company is the right fit for you.
