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.