At a Glance
- Tasks: Advise clients on complex protection solutions and handle high-value cases.
- Company: LifeSearch, a leader in protection advice with over 25 years of experience.
- Benefits: Competitive salary with uncapped commission, flexible working, and tailored benefits.
- Other info: Ongoing training and development opportunities in a collaborative environment.
- Why this job: Join a growing team and specialise in high-value protection areas while making a real impact.
- Qualifications: Experience in Business Protection and Inheritance Tax; strong client relationship skills.
The predicted salary is between 30000 - 100000 £ per year.
Location: Remote / Grafton Gate, Milton Keynes MK9 1AT, UK
Job Type: Permanent / Full-time
Sector and Subsector: Banking & Financial Services
Annual Salary Range: From £30,000 to £100,000
Salary Details: OTE £100k +
Are you an experienced Protection Adviser with expertise in Business Protection, Group Protection, and Inheritance Tax looking to work on more complex, high-value cases? At LifeSearch, we've spent over 25 years leading the way in protection advice. We're now entering one of the most exciting phases of our journey expanding partnerships, investing across the business, and building deeper expertise in high-value areas like Business Protection, Group Protection, and Inheritance Tax. We have a rare opportunity available within our growing specialist team, offering the chance to work with larger cases and clients who need expert protection advice at the highest level.
What you'll be doing:
- Advising engaged clients (individuals and businesses) who are actively seeking protection solutions
- Delivering tailored recommendations across Business Protection, Group Protection, and Inheritance Tax planning
- Handling complex cases, including underwriting nuances and technical queries
- Collaborating with key partners by sharing insights, feedback, and case studies
- Developing and maintaining long-term relationships with key wealth management partners
What we're looking for:
- Proven experience writing Business Protection and Inheritance Tax cases (essential)
- Exposure to Group Protection (desirable, not essential)
- Strong experience working with high-net-worth wealth management clients
- In-depth knowledge of Personal Protection, Business Protection and Inheritance Tax products
- Confidence handling complex, technical client needs
- A proactive, ownership-driven mindset with a focus on continuous development
- A collaborative approach and willingness to support team success
- Someone who wants to play a key role in elevating the wider team by sharing knowledge and helping drive technical excellence
- Someone who wants to deepen their technical expertise, work on more complex and high-value cases, and become a go-to expert within the business
- R05 qualification (preferred but not essential)
What's in it for you:
- £30k-£33k basic salary + uncapped commission (realistic OTE £100k+, with scope to exceed)
- Opportunity to specialise in high-value areas like Business Protection & IHT
- Consistent flow of high-quality, engaged client leads
- Ongoing training, coaching, and advanced technical development
- Flexible / hybrid / remote working options across the UK
- Flexible benefits package tailored to what matters most to you
Apply today and take the next step in your specialist protection career!
Specialist Protection Adviser employer: Hollybank Trustees Ltd
At LifeSearch, we pride ourselves on being a leading employer in the Banking & Financial Services sector, offering a dynamic work culture that fosters collaboration and continuous development. With flexible working options and a commitment to employee growth through ongoing training and coaching, we empower our team to excel in high-value areas like Business Protection and Inheritance Tax. Join us in Milton Keynes or work remotely, and be part of an exciting journey where your expertise will make a significant impact.
StudySmarter Expert Advice🤫
We think this is how you could land Specialist Protection Adviser
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hollybank Trustees Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Specialist Protection Adviser
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hollybank Trustees Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hollybank Trustees Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hollybank Trustees Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hollybank Trustees Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hollybank Trustees Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hollybank Trustees Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
