Protection Specialist - Build & Protect Client Futures

Opus Perm; Ipswich; Presencial; GBP 45 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Discretionary bonus

Group pension

Death-in-service

Income replacement

25 days annual leave

Volunteer leave

Wellbeing hub

Private medical insurance

Dental insurance

Cycle to Work

Resumo da oferta

Opus Perm is seeking a Protection Specialist in Ipswich to deliver specialist personal and business protection advice within a wealth planning setting. You will work with Wealth Planners and Investment Managers to identify protection needs, manage cases from referral to implementation, and help grow a robust protection proposition.

The role focuses on Life Assurance, Critical Illness, Income Protection, and related protections for affluent clients, with a strong emphasis on compliant, clear

Qualificações

• A Level 4 Diploma in Regulated Financial Planning or equivalent.
• CII R05 Financial Protection qualification.
• Experience delivering regulated protection advice within financial planning, wealth management or similar.

Responsabilidades

• Provide specialist protection advice across personal and business protection solutions.
• Manage cases from initial referral through to implementation, with detailed fact-finding.
• Liaise with insurers and underwriters on complex medical and financial cases.
• Help develop and embed the protection proposition within the wealth planning environment.
• Support pipeline development and service improvement initiatives.

Formação académica

Level 4 Diploma in Regulated Financial Planning

CII R05 Financial Protection

Descrição da oferta de emprego

Opus Perm is seeking a Protection Specialist in Ipswich to deliver specialist personal and business protection advice within a wealth planning setting. You will work with Wealth Planners and Investment Managers to identify protection needs, manage cases from referral to implementation, and help grow a robust protection proposition.

The role focuses on Life Assurance, Critical Illness, Income Protection, and related protections for affluent clients, with a strong emphasis on compliant, clear