Protection Advisor – Life, Critical Illness & Income

Azets Sweden; Newcastle upon Tyne; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

Azets Wealth Management is seeking a Protection Adviser to deliver high-quality, client-centric protection guidance to existing clients across the UK. You will assess needs, identify protection gaps and provide regulated advice on life assurance, critical illness, income protection and related solutions.

Working with Wealth Advisers and support teams, you will build long-term relationships, ensure clear recommendations, and maintain compliant documentation in line with FCA regulations and

Qualifications

• Previous experience in a regulated financial advice role.
• Experience across a range of product providers / whole market proposition.
• Exposure to business protection.
• Ideally CII Level 4 qualified or relevant qualification to support regulated protection advice.

Responsibilities

• Conduct comprehensive client protection reviews and needs assessments.
• Identify protection shortfalls and areas where clients may be exposed to financial risk.
• Provide regulated advice on life assurance, critical illness cover, income protection, family income benefit, and related protection solutions.
• Deliver clear and understandable recommendations tailored to clients' circumstances and objectives.
• Build trusted long-term relationships with clients through proactive engagement and ongoing support.
• Ensure clients fully understand the benefits, risks, costs, and suitability of recommended solutions.
• Work collaboratively with Wealth Advisers to identify protection opportunities within existing client relationships.
• Develop strong internal referral relationships across the business.
• Maximise protection penetration across the client base.
• Support the achievement of individual and team revenue objectives.
• Maintain an active pipeline of client opportunities and referrals.
• Complete accurate and timely client documentation, suitability reports, and record-keeping.
• Keep up to date with regulatory, legislative, and market developments.
• Participate in compliance monitoring, file reviews, and quality assurance activities.
• Deliver a high standard of client service throughout the advice journey.
• Support initiatives aimed at improving client engagement and protection outcomes.
• Contribute to process improvements and operational efficiencies.
• Share best practice and technical knowledge with colleagues where appropriate.

Skills

Regulated financial advice

Whole market access

Protection expertise

Regulatory compliance

Education

CII Level 4 qualification

Job description

Azets Wealth Management is seeking a Protection Adviser to deliver high-quality, client-centric protection guidance to existing clients across the UK. You will assess needs, identify protection gaps and provide regulated advice on life assurance, critical illness, income protection and related solutions.

Working with Wealth Advisers and support teams, you will build long-term relationships, ensure clear recommendations, and maintain compliant documentation in line with FCA regulations and