& protection advisor Work, Jobs in Dunfermline, Fif (with Salaries)

Mortgage & Protection Advisor
Bridges Properties —Livingston
- £40,000 a year
- Full-time
- Sales
- Financial services
- In-person
- Free parking
Quick apply
11d
Aftersales Advisor
Grange - Edinburgh Aston Martin & Rolls Royce —Inverleith
- Up to £34,000 a year
- Full-time
- Customer service
- In-person
- Health & wellbeing programme
- Employee discount
Quick apply
Self Employed Mortgage & Protection Advisor
Bridges Properties —Livingston
- £100,000 - £150,000 a year
- Full-time
- Financial services
- In-person
Quick apply
8d
Environmental Advisor
Omexom UK —Scotland
- Microsoft Office
- IT
- Communication skills
3d
Housing Services Advisor
Link Group Limited —Falkirk
- £33,734 - £38,293 a year
- Part-time
- Hybrid work
- Customer service
- English
- IT
- Employee assistance programme
- Employee discount
10d
Head of Facilities
School Talent —Edinburgh
- £50,000 - £55,000 a year
- Full-time
- School
- Annual leave
- Employee assistance programme
Quick apply
3d
Customer Care & Lead Generation Advisor
Bon Accord Life —Alloa
- £25,250 a year
- Full-time
- Sales
- Customer service
- Financial services
- Life insurance
- Sick pay
Quick apply
13d
Senior Customer Service Advisor
Barclays —Edinburgh
- £27,700 a year
- Weekend availability
- Customer service
- Administrative experience
- Banking
- Life insurance
Trainee Dispenser
Boots —Perth
- £13.12 - £15.10 an hour
- Weekend availability
- No experience needed
- IT
- Employee assistance programme
- Employee discount
2d
HR Onboarding Governance Advisor - FTC
M&G plc —Stirling
- Full-time
- Analysis skills
- Human resources
- Communication skills
- Annual leave
Customer Support Advisor (Temporary )
Kingdom Housing Association —Glenrothes
- £30,129 - £32,760 a year
- Temporary
- Office experience
- Annual leave
- Sick pay
Senior Pre-Sales Engineer - UEM/RMM
N-able —Edinburgh
- Full-time
- Hybrid work
- Sales
- Project management
- Organisational skills
- Employee stock purchase plan
- Annual leave
Digital Measurement Lead
M&G plc —Edinburgh
- Full-time
- Analysis skills
- IT
- Financial services
- Annual leave
Dispenser
Boots —Livingston
- £13.92 - £16.64 an hour
- Weekend availability
- IT
- Employee assistance programme
- Employee discount
2d
Customer Experience Advisor | S1 | Retail Banking | Perth HS
A01 Santander UK plc —Perth
- £25,000 - £31,579 a year
- Part-time
- Customer service
- Banking
Assistant Director, Commercial & Financial Advisory, Infrastructure and Capital Programmes: Strategy, Risk and Transactions Advisory
Deloitte —Edinburgh
- Hybrid work
- Business development
- Communication skills
- Negotiation
Risk Manager – (Corporate Pension Solutions)
M&G plc —Stirling
- Full-time
- Financial services
- Leadership
- Communication skills
- Annual leave
- Life insurance
Senior Manager, Funding & Financing – Commercial & Financial Advisory, Infrastructure and Capital Programmes: Strategy, Risk and Transactions Advisory
Deloitte —Edinburgh
- Hybrid work
- Business development
- Contracts
- Leadership
Staff Systems Engineer - Aerospace & Defence
Plexus —Livingston
- Engineering
- Bachelor's degree
- Annual leave
- Employee assistance programme
PLOS Medicine Associate Editor- 12 Month FTC
Public Library of Science —Edinburgh
- £35,000 - £47,000 a year
- Remote
- Doctoral degree
- Communication skills
4d

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& protection advisor jobs near dunfermline, fif

Mortgage & Protection Advisor

Bridges Properties
Livingston

Quick apply

Job details

Permanent | Full-time
£40,000 a year
11 days ago

Benefits

Free parking
On-site parking

Qualifications

Sales
Financial services
Leadership
Communication skills

Full job description

Full-Time | Permanent | Office Based | Uncapped Earning Potential

Most Mortgage Advisors have the same problem.

Not enough leads.

At Bridges, that's not the problem.

With 165 sales agreed, 167 properties listed, over 2,870 enquiries generated and 174 mortgage referrals already this year, the opportunity is there for the taking.

We're looking for a Lead Mortgage & Protection Advisor with the ambition, energy and commercial drive to make the most of it and help lead the next stage of growth for Bridges Financial Services.

This is an exciting opportunity for a high-performing advisor who is passionate about delivering exceptional client outcomes, writing significant levels of business and helping others achieve their potential.

As our Lead Mortgage & Protection Advisor, you will continue to work directly with clients while also supporting the wider team through coaching, guidance and leadership. You'll help maintain high standards across the department, contribute to process improvements and play an important role in shaping the future success of the business.

About the Role

This is a role for someone who enjoys leading by example.

You'll be expected to consistently deliver outstanding mortgage and protection results while helping to create a positive, high-performance culture across the department. Working closely with senior leadership, you'll support the development of advisors, contribute ideas for improvement and help ensure every client receives an exceptional experience.

If you're commercially minded, client-focused and excited by the opportunity to make a real impact within a growing business, we'd love to hear from you.

Key Responsibilities

Mortgage & Protection Advice

Deliver high-quality mortgage and protection advice tailored to each client's needs
Conduct professional client consultations and fact-finds
Research and recommend suitable mortgage and protection solutions
Maintain excellent compliance standards across all advice and documentation
Deliver an outstanding client experience from initial enquiry through to completion
Stay up to date with lender criteria, product changes and market developments

Business Generation & Performance

Consistently write high volumes of mortgage and protection business while maintaining exceptional standards of advice, compliance and client care
Set the benchmark for lead handling, client conversion and sales performance
Maximise opportunities from Bridges Properties referrals and other lead sources
Manage your pipeline and diary effectively to maximise opportunities and results
Take ownership of your personal performance and contribution to departmental success

Team Leadership & Development

Support and mentor Tyler and future advisors within the business
Lead by example in professionalism, activity levels and client care
Share best practice, sales techniques and industry knowledge
Assist with onboarding and supporting new advisors
Help foster a culture of growth, accountability and continuous improvement

Process Improvement & Department Support

Identify opportunities to improve systems, processes and efficiency
Ensure workflows and compliance procedures are followed consistently
Contribute ideas that support departmental growth and development
Work closely with senior leadership to help maintain high standards across the department
Support the ongoing evolution and success of Bridges Financial Services

Relationship Building & Brand Representation

Build strong relationships across all Bridges businesses
Develop and maintain relationships with lenders, protection providers and key industry contacts
Act as an ambassador for the Bridges brand, values and culture
Fully embrace and support all Bridges initiatives, projects and business objectives

What We're Looking For

CeMAP qualified (or equivalent)
Proven track record of mortgage and protection sales success
Strong understanding of mortgage and protection products and FCA regulations
Excellent communication and relationship-building skills
A natural leader who enjoys helping others succeed
Highly organised with strong attention to detail
Commercially driven with a passion for delivering results
Positive, proactive and self-motivated
Committed to continuous learning and personal development

Why Join Bridges?

At Bridges, we're building something special.

We're a business built on relationships, high standards and continuous improvement. We believe in giving talented people the opportunity to grow, develop and make a genuine impact.

This is an opportunity to join a growing business, work alongside ambitious people and help shape the future of our Mortgage & Protection department while continuing to build a successful career of your own.

Our Values

At Bridges, our values define who we are and how we operate:

Passion – Approaching work with enthusiasm and dedication every day.
Creativity – Innovating and exploring new ideas to deliver excellence.
High Standards – Holding ourselves accountable to the highest levels of professionalism and quality.
Development – Committing to growth, both individually and as a team.
Positivity – Tackling challenges with optimism and focusing on solutions.
Giving Back – Supporting our community and local charities through meaningful contributions.
Client Focused – Prioritising our clients' needs to ensure they receive the very best experience.

Ready for Your Next Challenge?

If you're a high-performing Mortgage & Protection Advisor looking for an opportunity to lead from the front, influence the growth of a department and be part of an ambitious, growing business, we'd love to hear from you.

Apply by sending your CV to [email protected]

Pay: £40,000.00 per year

Benefits:

Free parking
On-site parking

Application question(s):

Do you hold a current CeMAP qualification ?

Experience:

Mortgage: 2 years (required)

Work Location: In person

Quick apply

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