Protection Specialist

Womble Bond Dickinson; Leeds; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading company in private wealth management seeks a Protection Specialist to join their Investments & Pensions team. The ideal candidate will have a Level 4 Financial Advisor qualification and significant experience in the life insurance market. This role involves advising clients on financial protection and assisting with inheritance tax strategies, with opportunities to shape the role's development.

Qualifications

• Minimum 5 years' experience in life insurance market.
• Ability to advise on Whole of Life and Term Assurance policies.
• Experience with high-value cases essential.

Responsibilities

• Advise clients on financial protection policies.
• Assist Financial Advisors with Inheritance Tax planning strategies.
• Develop the responsibilities associated with this new role.

Skills

Financial planning

Knowledge of product types

Client advisory

Education

Level 4 Financial Advisor qualification

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, the team will consider applications from those seeking part-time hours.

Location-wise, 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 and have a solid reputation 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, with a focus on advising 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 it can be part of the role if interested. You will also assist experienced Financial Advisors with Inheritance Tax planning strategies for high net worth clients.

As 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?

To succeed, you should have:

• Level 4 Financial Advisor qualification
• At least 5 years' 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. Our culture emphasizes a human approach, showing that we're more than just suits!

As signatories to the Mindful Business Charter, we value the health and happiness of our people, offering resources and initiatives to support wellbeing and flexible working.

Through our DEI initiatives, we foster an environment where differences are valued. We have a Diversity, Equity, and Inclusion Group, led by our Board Sponsor, working with colleague networks for race, ethnicity, cultural heritage, LGBTQ+, disabilities, families, and women's career development. We are continuously working to expand our support networks. Find out more about EDI at WBD here. We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities, and sexual orientations.

We are committed to an inclusive and accessible recruitment process. If you have a disability or long-term condition requiring adjustments, please contact the recruiter on the right side of this page. Let us know if you need the job advert or application in a different format.

We offer interviews to candidates with disabilities or long-term conditions who meet the minimum criteria. You can opt into this scheme in the application form. Your response is solely for this purpose and will not be used for data monitoring.

As an in-house recruitment team, we aim to fill roles directly. If you're an agency, please click here for collaboration options.