IPOE Consulting
Senior Protection Adviser
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Senior Protection Adviser
Senior Protection Adviser
Hybrid | £50,000–£60,000 Basic + Bonus (OTE circa £100,000)
Ready to take the next step in your protection career?
We're looking for an ambitious and technically strong Protection Adviser who wants more than just another advisory role. This is an opportunity to become a key part of a growing business, working with high-net-worth individuals, business owners and directors while helping shape the future of an expanding protection proposition.
If you're commercially driven, passionate about delivering exceptional client outcomes and ready to influence strategy while developing your leadership skills, we'd love to hear from you.
The Role
As a Senior Protection Adviser, you'll provide expert advice on complex personal and business protection cases while playing an important role in:
- The continued growth of the protection division.
- Helping develop new business opportunities.
- Strengthening professional partnerships.
- Supporting the development of a high-performing team.
This is an excellent opportunity for someone who enjoys complex protection planning and wants to progress into a leadership role as the business continues to grow.
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What You'll Be Doing
- Deliver expert advice across personal, family and business protection.
- Manage complex protection cases for business owners, directors and high-net-worth clients.
- Identify opportunities to grow protection revenue through existing clients and professional introducers.
- Help recruit, coach and develop a growing protection team.
- Build strong relationships with:
- Accountants
- Solicitors
- Tax advisers
- Wealth managers
- Other professional partners
- Work closely with leading insurers to secure the best outcomes for clients.
- Maintain:
- Exceptional advice quality
- FCA compliance
- Outstanding customer service
You'll Have Experience In
- Key Person Protection
- Shareholder Protection
- Relevant Life Policies
- Executive Income Protection
- Business Loan Protection
- Family Protection Planning
- Trust Planning
- Inheritance Tax Planning
- High Sum Assured Life Cover
- Complex underwriting cases
About You
We're looking for someone who has:
- A minimum of 5 years' experience advising on protection solutions.
- A strong background in complex business protection.
- Experience working with:
- High-net-worth individuals
- Directors
- Business owners
- Excellent knowledge of:
- Trusts
- Underwriting
- Protection planning
- A commercial mindset with a proven ability to generate new business opportunities.
- Excellent relationship-building and communication skills.
- CeMAP, DipFA or equivalent qualifications.
- A full UK driving licence.
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It would be advantageous if you also have:
- Previous mentoring or leadership experience.
- Experience helping to grow or develop a protection team.
- An established network of professional introducers.
Why Join Us?
This is more than a senior adviser role—it's an opportunity to:
- Become a key figure in a growing business with genuine career progression into leadership.
- Work on complex, rewarding cases.
- Collaborate with experienced professionals.
- Have the opportunity to influence the future direction of the protection division.
- Enjoy a competitive salary and uncapped earning potential.
If you're ready to combine technical excellence with commercial opportunity and accelerate your career, we'd love to hear from you.
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