Protection Advisor

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

Experience in providing protection advice (mortgage/homebuying journey experience helpful but not essential)
A customer-focused, professional approach
Strong communication and relationship-building skills

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.

Location: Office base in Bath with potential of hybrid working
Salary: Up to £42,500 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.