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- Tasks: Provide tailored life insurance advice through structured consultations with high-net-worth clients.
- Company: Join a leading Wealth Management firm known for its integrity and client-focused approach.
- Benefits: Enjoy a competitive salary, performance bonuses, and sponsorship for industry qualifications.
- Why this job: This role values long-term relationships over sales pressure, fostering professional growth and client trust.
- Qualifications: Experience in life insurance and strong communication skills are essential for success.
- Other info: Fully remote position with a supportive team culture focused on collaboration.
The predicted salary is between 28800 - 42000 £ per year.
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This range is provided by CareerStone. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
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Life Insurance Adviser (Consultative – HNW Clients, Fully Remote)
This is a rare opportunity to build a meaningful, long-term career with one of the UK’s most respected names in Financial Services. Our client, a leading Wealth Management firm, has a well-established and growing Life Insurance division focused on providing thoughtful, high-quality advice to high-net-worth clients.
As part of their continued, steady growth, they are looking to welcome a small number of experienced Life Insurance professionals into their team. This is a fully remote role within a culture that values flexibility, integrity, and long-term client relationships—not sales volume.
This is not a high-pressure or volume-driven environment. Instead, you’ll be working with clients who are seeking trusted, professional guidance. The focus is on quality over quantity, with high levels of client engagement, excellent retention, and a strong average premium well above the market norm.
You will be seen not as a \”salesperson\”, but as a long-term adviser—helping clients make well-informed decisions to protect themselves and their families.
What Makes This Different
- A genuinely consultative position with no cold calling
- Focus on long-term relationships with high-net-worth clients
- Excellent client retention and conversion rates
- A strong culture of learning, trust, and professional development
- Full support and sponsorship through RO1 and RO5 qualifications
Your Role
- Providing tailored advice on Life Insurance and Protection through structured telephone-based consultations
- Working exclusively with warm, qualified leads in the HNW market
- Conducting detailed fact-finds to fully understand client needs
- Maintaining high standards of documentation and client care
- Becoming a trusted and knowledgeable adviser, not just a product provider
- Participating in a structured training programme that supports both personal and professional growth
What We’re Looking For
- Experience in Life Insurance or Protection
- A strong understanding of client care in a professional environment
- The ability to explain complex options in a clear, thoughtful way
- Excellent communication and listening skills
- A mindset focused on long-term value, not short-term wins
What’s on Offer
- A competitive base salary (rising with experience and progression)
- A performance-related bonus structure, focused on client outcomes
- Sponsorship for further industry qualifications (e.g. RO1, RO5)
- A clear, long-term pathway towards becoming a Financial Adviser
- A supportive, experienced team that values collaboration over competition
This is a fantastic chance to move away from transactional work and into a role where your guidance and professionalism are valued. If you\’re looking for a career—not just a job—in a business that invests in its people and puts clients first, we’d love to hear from you.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance
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Protection Adviser employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Adviser
✨Tip Number 1
Familiarise yourself with the specific needs and concerns of high-net-worth clients. Understanding their unique financial situations will help you tailor your approach during interviews and demonstrate your ability to provide thoughtful, consultative advice.
✨Tip Number 2
Highlight your experience in client care and relationship management. Be prepared to discuss examples where you've successfully built long-term relationships, as this role values trust and integrity over sales volume.
✨Tip Number 3
Brush up on your communication skills, especially in explaining complex insurance options clearly. During any discussions or interviews, showcase your ability to simplify intricate concepts for clients, which is crucial in this advisory role.
✨Tip Number 4
Research the company culture and values of the Wealth Management firm. Being able to articulate how your personal values align with theirs can set you apart and show that you're a good fit for their team-oriented environment.
We think you need these skills to ace Protection Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Protection Adviser. Familiarise yourself with the key skills required, such as client care and the ability to explain complex options clearly.
Tailor Your CV: Customise your CV to highlight relevant experience in Life Insurance or Protection. Emphasise your understanding of client care and any previous roles where you've built long-term relationships with clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing high-quality advice and your commitment to client relationships. Mention specific examples from your past experiences that demonstrate your suitability for the role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-structured and easy to read.
How to prepare for a job interview at CareerStone
✨Understand the Role
Make sure you have a clear understanding of what a Protection Adviser does. Familiarise yourself with the responsibilities, especially the focus on providing tailored advice and building long-term relationships with high-net-worth clients.
✨Showcase Your Experience
Be prepared to discuss your previous experience in Life Insurance or Protection. Highlight specific examples where you've successfully provided client care and how you've explained complex options clearly.
✨Emphasise Communication Skills
Since excellent communication and listening skills are crucial for this role, practice articulating your thoughts clearly. Consider preparing answers that demonstrate your ability to engage with clients thoughtfully.
✨Align with Company Values
Research the company's culture and values, particularly their emphasis on integrity and client relationships. Be ready to discuss how your personal values align with theirs and how you can contribute to their supportive environment.
