BWD Search & Selection
Wealth Planning Protection Adviser
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Protection Adviser
£55,000 | Four days in the office
About the Role
Build a protection offering within an established wealth management business.
With protection historically referred externally, this firm is looking for a specialist to bring protection advice in-house. An established client base includes many clients with unmet protection needs, creating a significant opportunity.
You’ll shape the proposition, develop internal referrals and become the business’s dedicated protection specialist. As the offering grows, there is scope to build a team around you and progress into a senior position.
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Responsibilities
- Advise individuals, families and business owners on personal and business protection.
- Work closely with Wealth Planners and Investment Managers to identify opportunities across existing clients.
- Manage cases from initial conversation through underwriting and implementation.
- Help build the advice processes, provider research and referral pathways underpinning the service.
Requirements
- Specialist protection advice experience within a protection firm, IFA or mortgage brokerage.
- Strong technical knowledge and confidence managing complex underwriting.
- Level 4 Diploma in Regulated Financial Planning, or equivalent.
- The ambition to take ownership of a growing proposition.
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Benefits
- Up to £55,000 salary.
- Access to an established client base and internal referral opportunities.
- The opportunity to influence how the protection service is built.
- Scope for future leadership and team development.
- An office-led role, with four days per week in the office [Suffolk or London]
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