Protection Adviser

Pinstripe Personnel; Bristol; Remote; GBP 30,000 - 35,000; Full time

Job summary

A client-focused advisory firm in the UK is seeking a remote Protection & Will Adviser. This role involves providing expert advice to both new and existing clients, with all appointments pre-booked. The ideal candidate will have prior experience as a Protection Adviser and preferably know about Wills and Estate Planning. The position offers a competitive salary ranging from £30,000 to £35,000, along with PMI, DIS, and bonuses, totaling an OTE of up to £100K by year three.

Benefits

Private Medical Insurance (PMI)

Disability Insurance (DIS)

Performance Bonuses

Qualifications

• Previous experience as a Protection Adviser is essential.
• Experience in Wills and Estate Planning is preferable.

Responsibilities

• Give Will & Protection advice to new and existing clients.
• Handle booked appointments through video or phone.

Skills

Protection Advising

Will Writing

Client Management

Job description

PROTECTION & WILL ADVISER

Remote / Home Based

All Appointments Booked

£30K-£35K Salary + PMI + DIS + Bonuses = OTE - £65K year 1, rising to £100K by year 3.

A rare opportunity for a remote Protection / Will Adviser with a client focussed Estate Planning & Will Writing firm. They and have been giving their clients the highest levels of service for over 15 years and have over 6000 loyal customers.

You will be giving Will & Protection Advice to the firms new and existing clients, in addition there is a steady stream of new clients coming from their corporate clients. All appointments are booked in for you and you will receive roughly 4 appointments per day. The advice will be given by video or phone.

You will benefit from the support of the management and administration teams, there is also continuous ongoing training. Due to the nature of this role and previous experience as a Protection Adviser is essential and you will preferably have experience of Wills and Estate Planning.

In return you will have a highly competitive package with a salary of between £30,000 and £35,000. PMI, DIS plus bonuses with a realistic first year OTE of £65,000 which rises and by year three the OTE is £100,000.

For more information on this position please forward your CV to Douglas McDougall.