Employed as a protection specialist

Join the Clever Mortgages team as a Protection Specialist

If you’re a mortgage broker looking for a change to protection only advice or want to further your protection advising career, working with a vibrant team, for a leading brand then we would love to hear from you.

About the role

With warm appointments provided from the mortgage adviser team, you’ll be responsible for assessing customers’ needs and requirements, then recommending a protection solution to ensure our customers and their family have the right protection in place. 

You’ll work alongside the mortgage adviser team to ensure the mortgage and protection processes works hand in hand. Then, with the administration team to ensure the application is underwritten and processed efficiently.

We have a large panel of protection providers, which includes household names.

Are you the right person for the role?

You need to be a highly motivated, professional and confident ‘people’ person with a good head for what is important to meet a customers protection needs.

Experienced advisers will have the full CeMAP qualification and relevant industry knowledge.

How to apply

If you’d like to join our team, you can either apply by sending us your CV, or contact us to find out more, by emailing us.

Employee benefits*

  • Home/Office/hybrid working
  • Pension Scheme
  • 20 days holiday, increased by 1 day for each year between 5 and 10 years of employment (max 25 days)
  • Paid lunch break
  • Free car parking

Employee Assistance Programme (EAP)

  • Referral to serious illness and accident support
  • Tax advice
  • Legal advice (the EAP will not provide employment law advice)
  • Eldercare
  • Childcare
  • Medical information
  • Counselling helpline with referral to face to face