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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 with commission, enjoy hybrid working, and access ongoing training.
- Why this job: Make a real difference in people's lives while growing your career in financial advice.
- Qualifications: 1+ years of experience in protection advice and a passion for customer service.
- Other info: Be part of a large network with excellent resources and career progression opportunities.
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 Advisor in Southampton 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 Advisor in Southampton
✨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 or insight that could land you that Protection Advisor 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 their needs. 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’re the perfect fit for their 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 shows you’re proactive and really interested in being part of our team at Threshold Mortgage Advice.
We think you need these skills to ace Protection Advisor in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Protection Advisor role. Highlight your experience in providing advice on protection products and your passion for customer service. We want to see how you can make a difference!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the role and how your background aligns with our values at Threshold Mortgage Advice. Keep it personal and engaging – we love a good story!
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’re all about teamwork here, so let us know how you can contribute to our busy mortgage team!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this opportunity!
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 you'll be advising on. Understand the key features, benefits, and potential drawbacks of each product. This knowledge will help you answer questions confidently and demonstrate your expertise during the interview.
✨Showcase Your Customer Service Skills
Since this role is all about providing tailored advice and excellent customer service, think of specific examples from your past experience where you've gone above and beyond for a client. Be ready to share these stories to illustrate your passion for helping others.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess how you would handle real-life situations with clients. Practice articulating your thought process and decision-making skills in these scenarios, as it will show your ability to think on your feet in a fast-paced environment.
✨Research Threshold Mortgage Advice
Familiarise yourself with Threshold Mortgage Advice's values, mission, and recent achievements. Knowing about their awards and reputation in the industry will not only impress your interviewers but also help you align your answers with their company culture.