Protection Specialist

Womble Bond Dickinson; England; On-site; GBP 30,000 - 45,000; Full time

Job summary

Une opportunité passionnante pour un Protection Specialist au sein de l'équipe Private Wealth d'un cabinet de premier plan au Royaume-Uni. Le rôle consiste à conseiller les clients sur des polices d'assurance vie et à collaborer avec des conseillers financiers sur des stratégies de planification fiscale. Avec un accent sur la protection financière, ce poste offre également des opportunités de développement professionnel dans un environnement inclusif et flexible.

Benefits

Flexibilité de travail

Initiatives de bien-être et de santé

Culture d'inclusion

Qualifications

• Au moins 5 ans d'expérience sur le marché de l'assurance vie.
• Expérience dans la gestion de cas de grande valeur.
• Solide connaissance des polices Whole of Life et Term Assurance.

Responsibilities

• Conseiller les clients sur les polices de protection financière.
• Aider à la planification fiscale pour les clients fortunés.
• Développer les responsabilités liées à ce nouveau rôle.

Skills

Connaissance des types de produits d'assurance

Service à la clientèle

Planification fiscale

Education

Qualification de conseiller financier de niveau 4

Job description

Our Investments & Pensions team, part of our Private Wealth team, has a new opportunity for a Protection Specialist to join them.

Ideally, this will be a full-time role; however, applications from those seeking part-time hours will be considered.

The team is based in Newcastle, but this role could also be based in our Leeds office.

The Team

Our Private Wealth team comprises lawyers, accountants, financial advisors, and tax specialists. They are highly regarded for providing creative financial planning, legal, tax solutions, and investment advice to private clients.

The Role

This role requires some understanding of holistic financial planning, but the focus will be on advising clients on financial protection policies. You will work directly with clients, demonstrating strong knowledge of product types and provider offerings. Lead generation is not expected but can be part of the role if interested. Additionally, you will assist our experienced Financial Advisors with inheritance tax planning strategies for high net worth clients.

Since this is a new role, there will be opportunities to help develop the responsibilities, systems, and procedures associated with it.

What are we looking for?

• Level 4 Financial Advisor qualification
• At least 5 years of experience in the life insurance market, with strong knowledge of product types and provider offerings
• Experience handling high-value cases for Whole of Life, Term Assurance, and Gift Inter Vivos policies

What makes it great to work here?

We strive to create an open culture that sets us apart. We emphasize a human, inclusive environment and support health and wellbeing through various initiatives. We also promote flexible working.

Our DEI initiatives foster an environment where diversity is valued. We have a Diversity, Equity, and Inclusion Group working with various colleague networks. We encourage applications from all backgrounds and identities.

We are committed to accessible and inclusive recruitment. If you need adjustments or alternative formats during the process, please contact us. We offer interviews to candidates with disabilities or long-term conditions who meet the minimum criteria.

Our in-house recruitment team aims to fill roles directly. Agencies can find more information on working with us.