At a Glance
- Tasks: Provide expert advice on complex personal and business protection cases.
- Company: Join a growing business focused on high-net-worth individuals and directors.
- Benefits: Competitive salary, bonus potential, and genuine career progression.
- Other info: Opportunity to influence strategy and work with experienced professionals.
- Why this job: Shape the future of protection while developing your leadership skills.
- Qualifications: 5+ years in protection solutions with strong relationship-building skills.
The predicted salary is between 50000 - 60000 £ per year.
Hybrid | £50,000–£60,000 Basic + Bonus (OTE circa £100,000)
Ready to take the next step in your protection career? We're looking for an ambitious and technically strong Protection Adviser who wants more than just another advisory role. This is an opportunity to become a key part of a growing business, working with high-net-worth individuals, business owners and directors while helping shape the future of an expanding protection proposition.
If you're commercially driven, passionate about delivering exceptional client outcomes and ready to influence strategy while developing your leadership skills, we'd love to hear from you.
The Role
As a Senior Protection Adviser, you'll provide expert advice on complex personal and business protection cases while playing an important role in the continued growth of the protection division. Working closely with senior leadership, you'll help develop new business opportunities, strengthen professional partnerships and support the development of a high-performing team. This is an excellent opportunity for someone who enjoys complex protection planning and wants to progress into a leadership role as the business continues to grow.
What You'll Be Doing
- Deliver expert advice across personal, family and business protection.
- Manage complex protection cases for business owners, directors and high-net-worth clients.
- Identify opportunities to grow protection revenue through existing clients and professional introducers.
- Help recruit, coach and develop a growing protection team.
- Build strong relationships with accountants, solicitors, tax advisers, wealth managers and other professional partners.
- Work closely with leading insurers to secure the best outcomes for clients.
- Maintain exceptional advice quality, FCA compliance and outstanding customer service.
You'll Have Experience In
- Key Person Protection
- Shareholder Protection
- Relevant Life Policies
- Executive Income Protection
- Business Loan Protection
- Family Protection Planning
- Trust Planning
- Inheritance Tax Planning
- High Sum Assured Life Cover
- Complex underwriting cases
About You
We're looking for someone who has:
- A minimum of 5 years' experience advising on protection solutions.
- A strong background in complex business protection.
- Experience working with high-net-worth individuals, directors and business owners.
- Excellent knowledge of trusts, underwriting and protection planning.
- A commercial mindset with a proven ability to generate new business opportunities.
- Excellent relationship-building and communication skills.
- CeMAP, DipFA or equivalent qualifications.
- A full UK driving licence.
It would be advantageous if you also have:
- Previous mentoring or leadership experience.
- Experience helping to grow or develop a protection team.
- An established network of professional introducers.
Why Join Us?
This is more than a senior adviser role—it's an opportunity to become a key figure in a growing business with genuine career progression into leadership. You'll work on complex, rewarding cases, collaborate with experienced professionals, and have the opportunity to influence the future direction of the protection division while enjoying a competitive salary and uncapped earning potential.
If you're ready to combine technical excellence with commercial opportunity and accelerate your career, we'd love to hear from you.
Senior Protection Adviser in City of London employer: IPOE Consulting
Join a dynamic and forward-thinking company that values ambition and technical expertise in the financial protection sector. As a Senior Protection Adviser, you'll not only work with high-net-worth clients but also play a pivotal role in shaping the future of our growing protection division, all while enjoying a supportive work culture that prioritises professional development and offers competitive compensation. With opportunities for leadership growth and collaboration with seasoned professionals, this is an ideal environment for those looking to make a meaningful impact in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Protection Adviser in City of London
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like IPOE Consulting). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like IPOE Consulting. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Senior Protection Adviser in City of London
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at IPOE Consulting.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at IPOE Consulting. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at IPOE Consulting
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at IPOE Consulting to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at IPOE Consulting, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding IPOE Consulting's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
