Lumin Wealth
Mortgage Protection Adviser
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Mortgage Protection Adviser | Davidson Deem, Lumin Wealth's dedicated mortgage entity
£35,000 to £40,000 + Commission
Lumin Wealth is hiring a Mortgage Protection Adviser for Davidson Deem, Lumin's dedicated mortgage business, and this is a chance to build a department from scratch. This is a fully on-site role.
A little context: Lumin Wealth, part of Swiss financial provider VZ Group, acquired Davidson Deem as part of its long-term strategy to grow in the UK's mortgage industry. Lumin manages client assets valued at over £1 billion across offices in London, Cambridge and St Albans. As part of that growth, we're now building a standalone protection function within Davidson Deem, and this is the first hire into it.
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The role
This is a standalone position initially, so the department will largely be what you make it. Your leads will come primarily through Davidson Deem's 6 mortgage advisers, so the role involves:
- Advising clients directly on protection, sourced through Davidson Deem's 6 mortgage advisers
- Building strong working relationships with each of the 6 advisers individually. They each work differently, sit at different experience levels, and have different levels of success, so understanding that will be key to how the leads flow
- Working as part of a team, with a genuine hunger to grow a project from the ground up rather than maintain an existing one
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Experience
- Experience as a Mortgage Protection Adviser, advising clients directly, with a minimum of 12 months in an advising role
- Experience within a wealth management firm would be useful, as it may allow you to support Lumin clients in future
- Protection-specific qualifications aren't required to advise on protection, but they're a plus
- Experience coaching or mentoring a team, generating more leads, overcoming objections and that kind of thing, would also stand you in good stead
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