Protection Specialist

IBA; England; Hybrid; GBP 30,000 - 100,000; Full time

Job summary

A trusted Financial Services company in the UK is seeking a skilled Protection Advisor to provide tailored advice and build client relationships. The ideal candidate will have a strong sales background, excellent communication skills, and the ability to work both independently and collaboratively. This role offers a competitive salary starting at £30,000, with OTE between £50,000 and £100,000, along with career progression opportunities and a supportive work environment.

Benefits

Target-driven bonus structure

Ongoing training and development

Flexible working pattern

Qualifications

• Proven experience as a Protection Advisor with a strong sales track record.
• Solid understanding of financial and regulatory environments.
• Ability to work independently and collaboratively.

Responsibilities

• Provide comprehensive protection advice to a diverse client base.
• Assess personal circumstances to recommend suitable protection products.
• Maintain up-to-date knowledge of the protection market.

Skills

Sales skills

Communication skills

Interpersonal skills

Numeracy skills

Job description

Overview

IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers. As part of the Quilter Financial Planning network – one of the largest in the UK – we pride ourselves on delivering a "one-stop shop" for clients and advisers alike. Founded in 1990, our ethos is simple: exceptional customer service and tailored solutions that give clients no reason to look elsewhere.

Responsibilities

• Provide comprehensive protection advice to a diverse client base.
• Assess personal circumstances to recommend suitable protection products.
• Stay up-to-date with the protection market and maintain CPD.
• Deliver tailored advice with impeccable attention to detail.
• Achieve business targets while maintaining compliance standards.
• Build and maintain long-term client relationships through exceptional service.

Qualifications

• Proven experience as a Protection Advisor with a strong sales track record.
• Solid understanding of financial and regulatory environments.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively.
• High attention to detail and numeracy skills.
• Resilient, positive, and motivated attitude.
• Existing client bank is advantageous but leads are provided.

Benefits and Compensation

• £30,000 basic salary plus target-driven bonus structure.
• OTE between £50,000 and £100,000.
• Career progression opportunities.
• Supportive, collaborative environment.
• Ongoing training and development.
• Flexible working pattern (home and office-based).
• Full back‑office admin support.