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Senior Protection Advisor

Wallace Hind Selection LTD

Milton Keynes

On-site

GBP 60,000

Full time

27 days ago

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Job summary

An established industry player is seeking a Senior Business Protection Advisor to enhance their protection department. This role involves leveraging your advisory experience to service clients and drive business growth. You'll be at the forefront of a collaborative team, focusing on business protection and insurance while enjoying a competitive salary and generous commission structure. With a supportive environment and all necessary tools at your disposal, this is a fantastic opportunity for driven individuals looking to excel in the financial services sector.

Benefits

Generous commission / bonus scheme
26 days holiday
Pension

Qualifications

  • Experience in a similar role for an IFA, Broker, or Wealth Management Business.
  • Recognized qualification in financial services, ideally FCA related.

Responsibilities

  • Lead the protection team focusing on business protection and insurance.
  • Manage client administration and ensure retention of current business.

Skills

Business Protection
Client Management
Cross Selling
Attention to Detail
Communication Skills

Education

FCA related qualification (e.g., CII)

Job description

If you have the desire to earn well above your basic salary and have a hand in guiding an established protection department, a wealth of regulated advisory experience with a focus on Business Protection, we want to talk to you!


We are proud to provide a high level of service to customers across the UK, and as we continue to grow and evolve, we find ourselves needing a Senior Business Protection specialist.


BASIC SALARY: Up to £60,000


BENEFITS:

  1. Generous commission / bonus scheme of circa £10-15k Year 1 & £20k pa thereafter
  2. 26 days holiday
  3. Pension

LOCATION: Northampton


COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Rugby, Kettering, Brackley, Market Harborough


JOB DESCRIPTION: Senior Protection Advisor - Business Protection, Financial Services


We find ourselves needing a Senior Business Protection Advisor to help lead and drive our protection business from our offices in Northampton. You will use your previous experience in a Brokerage/IFA/Protection environment to service our clients across many different areas.


You will:

  1. Become the Senior member of our protection team dealing with a variety of services but focusing on business protection and insurance.
  2. Show the ability to win business and manage your client base cross selling wherever possible.
  3. Deal with all client administration required and ensure retention of current business.

PERSON SPECIFICATION: Senior Protection Advisor - Business Protection, Financial Services


To be our successful Senior Business Protection Advisor, you will be driven, commercially minded and enjoy dealing with clients from all different walks of life. You will be hungry for additional earnings and will be rewarded with a very competitive OTE, a collaborative, supportive work environment and all the tools and systems you need to be a success.


You will also have:

  1. Demonstrable experience in a similar role for a IFA, Broker, Wealth Management Business.
  2. A recognised qualification in a financial service discipline, something FCA related i.e. CII.
  3. Meticulous attention to detail and the ability to communicate to a high level across all mediums.

THE COMPANY:


We offer a one stop shop for all your mortgage and protection needs. The company was formed in 2012 through the amalgamation of two established businesses. The collaboration of the two has created a dynamic mortgage and protection brokerage with experienced Advisors getting the best deals out there. We first started trading in early 2013. In the space of just three years, the company grew to include a team of four Mortgage Advisors and four support members of staff. This developed further with an additional Director joining the team shortly afterwards. The company has expanded so that Insurance and Protection is offered as part of its services, as well as a team which focuses on Equity Release clients.


It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments.


INTERESTED? Please click apply. You will receive an acknowledgement of your application.


Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives.


Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct.


REF: MT18066, Wallace Hind Selection

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