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- Tasks: Provide tailored protection advice and build long-term client relationships.
- Company: Join IBA Wealth Management, a trusted name in financial services.
- Benefits: Earn a competitive salary with uncapped commission and flexible working options.
- Why this job: Make a real difference by helping clients secure their financial futures.
- Qualifications: Experience as a Protection Advisor with strong sales skills required.
- Other info: Enjoy ongoing training and a supportive team environment.
The predicted salary is between 30000 - 50000 ÂŁ 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.
- ÂŁ30,000 basic salary plus target-driven bonus structure.
- OTE between ÂŁ50,000 and ÂŁ100,000.
- 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 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
✨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 tailored 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
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 clear formatting in your application and double-check for any typos or errors. We love candidates who take pride in their work!
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. Familiarise yourself with the latest trends and regulations, as this will show that you're proactive and committed to staying informed.
✨Tailor Your Approach
When discussing your experience, relate it directly to the responsibilities of a Protection Specialist Advisor. Highlight specific examples where you've provided tailored advice or built strong client relationships, as this is key to impressing the interviewers.
✨Showcase Your Communication Skills
Since excellent communication is crucial for this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or family to refine your delivery and ensure you come across as personable and approachable.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your genuine interest in the role but also helps you assess if the company aligns with your values and career goals.
