Naomi Financial

Naomi Financial Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Naomi Financial, Mortgage brokers, Heritage Exchange, 64 Plover Road, Huddersfield.

08/05/2026

Thanks for the lovely review, Carla! It's very much appreciated ☺️

✨ THANK YOU ✨What a lovely surprise to receive this gift from one of our lovely clients today ❤️ We can't wait to get st...
08/05/2026

✨ THANK YOU ✨

What a lovely surprise to receive this gift from one of our lovely clients today ❤️

We can't wait to get stuck into all the treats!

06/05/2026

Thanks for the lovely review, Scott! It means a lot ☺️

05/05/2026

Thanks for the lovely reviews, Rachael! It's very much appreciated ☺️

04/05/2026

Protection Adviser (Office-Based, Employed Role)
Location: Holmfirth

We are seeking a motivated and professional Protection Adviser to join our growing team in an office-based, employed position.

This is an excellent opportunity for someone with experience in protection advice who is looking to develop their career within a supportive and structured environment.

Key Responsibilities:

Provide high-quality protection advice to clients, including life insurance, critical illness, and income protection, family income benefit, relevant life cover and home insurance
Conduct thorough fact-finds and assess client needs accurately
Build and maintain strong client relationships
Work closely with internal teams to ensure smooth case progression
Maintain full compliance with regulatory and company standards

About You:

Previous experience in protection advice is highly desirable
Strong communication and interpersonal skills
Confident working in a regulated environment
Organised, proactive, and target-driven
Able to work effectively as part of a team in an office setting

What We Offer:

Employed, office-based role with full support and training
Competitive salary with performance-related bonus structure
Ongoing development and career progression opportunities
Supportive team environment with strong lead flow

If you are passionate about helping clients protect what matters most and want to build a long-term career in protection advice, we’d love to hear from you!

☎️ 0333 577 0557
📧 [email protected]
🌐 www.naomifinancial.com

📃 THE GUIDANCE AND/OR ADVICE CONTAINED WITHIN THIS POST IS SUBJECT TO THE UK REGULATORY REGIME AND IS THEREFORE PRIMARILY TARGETED AT CUSTOMERS IN THE UK.

OUR INITIAL MORTGAGE CONSULTATION IS FREE AND WITH NO OBLIGATION. SHOULD YOU PROCEED TO AN APPLICATION THERE WILL USUALLY BE A FEE FOR MORTGAGE ADVICE. THE PRECISE AMOUNT OF THE FEE WILL DEPEND UPON YOUR CIRCUMSTANCES BUT WILL RANGE FROM £99 TO £695 AND THIS WILL BE DISCUSSED AND AGREED WITH YOU AT THE EARLIEST OPPORTUNITY BUT THE TYPICAL FEE IS £495. WE WILL ALWAYS CONFIRM OUR FEES TO YOU UPFRONT AND THESE WILL BE CONFIRMED IN YOUR INITIAL MORTGAGE QUOTE.

Throw back to the fab expo last Friday - what a great day it was!Thank you to everyone for keeping us so busy, we look f...
02/05/2026

Throw back to the fab expo last Friday - what a great day it was!

Thank you to everyone for keeping us so busy, we look forward to catching up with everyone who's asked for us to get in touch.

Address

Heritage Exchange, 64 Plover Road
Huddersfield
HD33HR

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