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- Tasks: Provide tailored protection advice to clients and help secure their financial futures.
- Company: Join IBA Wealth Management, a trusted name in financial services with a focus on exceptional customer care.
- Benefits: Earn a competitive salary plus uncapped commission, with flexible working options and career growth.
- Why this job: Make a real difference in clients' lives while achieving your own financial goals.
- Qualifications: Experience as a Protection Advisor with strong sales skills and a passion for helping others.
- Other info: Enjoy ongoing training and a supportive team environment.
The predicted salary is between 24000 - 42000 £ per year.
Location: Flexible – Home-based / Office-based / Hybrid
Job Type: Full-Time, Employed Position
Basic £30,000 + commission - OTE up to £100,000 uncapped
About Us
IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers. As part of the Quilter Financial Planning network—one of the largest in the UK—we pride ourselves on delivering a “one-stop shop” for clients and advisers alike. Founded in 1990, our ethos is simple: exceptional customer service and tailored solutions that give clients no reason to look elsewhere.
We are seeking a Protection Specialist Advisor to join our team and help clients secure bespoke protection solutions for their families and businesses. If you share our commitment to doing the right thing for customers, we’d love to hear from you.
Key Responsibilities
- Provide comprehensive protection advice to a diverse client base.
- Assess personal circumstances to recommend suitable protection products.
- Stay up-to-date with the protection market and maintain CPD.
- Deliver tailored advice with impeccable attention to detail.
- Achieve business targets while maintaining compliance standards.
- Build and maintain long-term client relationships through exceptional service.
What We’re Looking For
- Proven experience as a Protection Advisor with a strong sales track record.
- Solid understanding of financial and regulatory environments.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively.
- High attention to detail and numeracy skills.
- Resilient, positive, and motivated attitude.
- Existing client bank is advantageous but leads are provided.
What We Offer
- £30,000 basic salary plus target-driven bonus structure.
- OTE between £50,000 and £100,000.
- Career progression opportunities.
- Supportive, collaborative environment.
- Ongoing training and development.
- Flexible working pattern (home and office-based).
- Full back-office admin support.
Ready to take the next step? Send your CV and cover letter to darren@ibawm.co.uk or call us on 01553 770111.
Protection Specialist in England employer: IBA Wealth Management Ltd
Contact Detail:
IBA Wealth Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Specialist in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Protection Specialist role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching IBA Wealth Management Ltd and understanding their ethos. Tailor your responses to show how your values align with theirs, especially around exceptional customer service and bespoke solutions.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience as a Protection Advisor makes you the perfect fit for the role. Highlight your sales track record and how you've built long-term client relationships in the past.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at IBA Wealth Management Ltd.
We think you need these skills to ace Protection Specialist in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Protection Specialist role. Highlight your sales track record and any relevant qualifications to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for providing exceptional customer service and how you can contribute to our ethos of tailored solutions. Keep it personal and engaging!
Showcase Your Knowledge: Demonstrate your understanding of the protection market in your application. Mention any recent trends or changes you've noticed, as this shows us you're proactive and up-to-date!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at IBA Wealth Management Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of protection products and the financial services market. Being able to discuss current trends and regulations will show that you're not just a candidate, but a knowledgeable advisor who can provide real value.
✨Tailor Your Approach
Prepare to discuss how you would assess personal circumstances and recommend suitable protection solutions. Think of specific examples from your past experience where you've successfully tailored advice to meet client needs.
✨Showcase Your Communication Skills
As a Protection Specialist Advisor, you'll need to build long-term relationships with clients. Practice articulating your thoughts clearly and confidently, and be ready to demonstrate your interpersonal skills during the interview.
✨Be Results-Driven
Highlight your sales track record and how you've achieved business targets in previous roles. Be prepared to discuss your strategies for maintaining compliance while still driving results, as this is crucial for the role.
