At a Glance
- Tasks: Provide tailored protection advice to clients and help secure their financial futures.
- Company: Join IBA Wealth Management, a trusted name in financial services.
- Benefits: Earn a competitive salary with uncapped commission and flexible working options.
- Other info: Enjoy ongoing training and a supportive team environment.
- Why this job: Make a real difference in clients' lives while achieving your career goals.
- Qualifications: Experience as a Protection Advisor and strong communication skills are essential.
The predicted salary is between 30000 - 40000 € per year.
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.
- 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.
- £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 Norfolk employer: IBA Wealth Management Ltd
IBA Wealth Management Ltd is an exceptional employer that prioritises employee growth and development within a supportive and collaborative environment. With flexible working options and a competitive salary structure, including uncapped commission potential, we empower our Protection Specialists to thrive while delivering tailored financial solutions to clients. Join us to be part of a team that values exceptional customer service and offers ongoing training to help you achieve your career aspirations.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Specialist in Norfolk
✨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 those interviews by brushing up on your knowledge of protection products and market trends. We want you to be able to impress with your expertise and show that you’re the go-to person for tailored solutions.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of a Protection Specialist Advisor. 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, we love seeing candidates who are proactive about joining our team at IBA Wealth Management.
We think you need these skills to ace Protection Specialist in Norfolk
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 why you’re passionate about providing exceptional customer service and how your background makes you a perfect fit for our team.
Showcase Your Attention to Detail:In this role, attention to detail is key. Use your application to demonstrate how you've successfully managed client relationships and provided tailored advice in the past.
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 industry. Understand the latest trends and regulations, as this will show that you're serious about the role and can provide valuable insights to clients.
✨Showcase Your Sales Skills
Prepare to discuss your previous sales experiences and successes. Be ready to share specific examples of how you've met or exceeded targets in the past. This will demonstrate your ability to achieve business goals while maintaining compliance standards.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Use your excellent communication skills to engage them in conversation. Remember, they’re looking for someone who can build long-term client relationships, so show them you can do just that!
✨Ask Thoughtful Questions
Prepare some insightful questions about the company and the role. This not only shows your interest but also gives you a chance to assess if the company aligns with your values and career goals. It’s a two-way street, after all!
