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: Collaborate with experienced professionals and influence strategic direction.
- 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.
Sr Advisor Planning in London employer: IPOE Consulting
Join a dynamic and forward-thinking company that values ambition and technical expertise in the field of protection advisory. With a strong focus on employee growth, you will have the opportunity to develop your leadership skills while working alongside experienced professionals on complex cases for high-net-worth clients. Our hybrid work culture promotes flexibility and collaboration, ensuring you can thrive both personally and professionally in a supportive environment that rewards exceptional performance.
StudySmarter Expert Advice🤫
We think this is how you could land Sr Advisor Planning in London
✨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 IPOE Consulting. 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 Sr Advisor Planning in London
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 IPOE Consulting.
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 IPOE Consulting'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 IPOE Consulting
✨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 IPOE Consulting.
✨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 IPOE Consulting 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 IPOE Consulting 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.
