Wealth Planning Protection Adviser

BWD Search & Selection; Greater London; Híbrido; GBP 33.000 - 55.000; Jornada completa

Descripción de la vacante

BWD Search & Selection is seeking a Protection Adviser to build an in-house protection proposition within an established wealth management business in London or Suffolk. You’ll advise individuals, families and business owners on personal and business protection, collaborate with Wealth Planners, and manage cases through underwriting and implementation.

There’s strong scope for leadership as the service grows.

Formación

• Specialist protection advice experience within a protection firm, IFA or mortgage brokerage.
• Strong technical knowledge and confidence managing complex underwriting.
• Level 4 Diploma in Regulated Financial Planning, or equivalent.

Responsabilidades

• Advise individuals, families and business owners on personal and business protection.
• Work closely with Wealth Planners and Investment Managers to identify opportunities across existing clients.
• Manage cases from initial conversation through underwriting and implementation.
• Help build the advice processes, provider research and referral pathways underpinning the service.

Conocimientos

Protection advice

Underwriting

Client guidance

Financial planning

Educación

Level 4 Diploma in Regulated Financial Planning

Descripción del empleo

Protection Adviser | £55,000 | Four days in the office

Build a protection offering within an established wealth management business.

With protection historically referred externally, this firm is looking for a specialist to bring protection advice in-house. An established client base includes many clients with unmet protection needs, creating a significant opportunity.

You’ll shape the proposition, develop internal referrals and become the business’s dedicated protection specialist. As the offering grows, there is scope to build a team around you and progress into a senior position.

You will:

• Advise individuals, families and business owners on personal and business protection.
• Work closely with Wealth Planners and Investment Managers to identify opportunities across existing clients.
• Manage cases from initial conversation through underwriting and implementation.
• Help build the advice processes, provider research and referral pathways underpinning the service.

You will bring:

• Specialist protection advice experience within a protection firm, IFA or mortgage brokerage.
• Strong technical knowledge and confidence managing complex underwriting.
• Level 4 Diploma in Regulated Financial Planning, or equivalent.
• The ambition to take ownership of a growing proposition.

You will get:

• Up to £55,000 salary.
• Access to an established client base and internal referral opportunities.
• The opportunity to influence how the protection service is built.
• Scope for future leadership and team development.
• An office-led role, with four days per week in the office [Suffolk or London]