Remote Protection & Will Adviser — OTE £65k–£100k

Pinstripe Personnel; Bristol; Remote; GBP 30,000 - 35,000; Full time

Job summary

A client-focused advisory firm in the UK is seeking a remote Protection & Will Adviser. This role involves providing expert advice to both new and existing clients, with all appointments pre-booked. The ideal candidate will have prior experience as a Protection Adviser and preferably know about Wills and Estate Planning. The position offers a competitive salary ranging from £30,000 to £35,000, along with PMI, DIS, and bonuses, totaling an OTE of up to £100K by year three.

Benefits

Private Medical Insurance (PMI)

Disability Insurance (DIS)

Performance Bonuses

Qualifications

• Previous experience as a Protection Adviser is essential.
• Experience in Wills and Estate Planning is preferable.

Responsibilities

• Give Will & Protection advice to new and existing clients.
• Handle booked appointments through video or phone.

Skills

Protection Advising

Will Writing

Client Management

Job description

A client-focused advisory firm in the UK is seeking a remote Protection & Will Adviser. This role involves providing expert advice to both new and existing clients, with all appointments pre-booked. The ideal candidate will have prior experience as a Protection Adviser and preferably know about Wills and Estate Planning. The position offers a competitive salary ranging from £30,000 to £35,000, along with PMI, DIS, and bonuses, totaling an OTE of up to £100K by year three.