Wills & Trusts Advisor – Protection & Estate Planning in Canvey Island

Wills & Trusts Advisor – Protection & Estate Planning in Canvey Island

Canvey Island Full-Time 45000 - 50000 £ / year (est.) No working from home possible
Kings Permanent Recruitment Ltd

At a Glance

  • Tasks: Advise clients on life insurance, wills, and trusts while building lasting relationships.
  • Company: Kings Permanent Recruitment Ltd, a leader in estate planning and protection solutions.
  • Benefits: Base salary of £30,000 with OTE up to £50,000+, plus training support.
  • Other info: Join a supportive team focused on your professional development.
  • Why this job: Make a real difference in clients' lives while growing your career in a rewarding field.
  • Qualifications: Experience in financial advice or a passion for helping others is a plus.

The predicted salary is between 45000 - 50000 £ per year.

Kings Permanent Recruitment Ltd is seeking a Wills & Trusts Advisor (Protection & Estate Planning) in the UK.

The role focuses on advising on life insurance, critical illness cover, income protection, wills and trusts, and related protection solutions.

You will work with warm leads, conduct fact-finds, and build long-term client relationships, with a base salary of £30,000 and realistic OTE £45,000–£50,000+.

Training and development support is provided.

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Wills & Trusts Advisor – Protection & Estate Planning in Canvey Island employer: Kings Permanent Recruitment Ltd

Kings Permanent Recruitment for Estate Agents is an exceptional employer, offering a supportive work culture that values teamwork and professional growth. With a competitive salary of up to £32,000 and a structured work schedule, employees enjoy a healthy work-life balance while being part of a dynamic team dedicated to the residential property sector in Colchester. The company fosters an environment where your administrative skills can shine, providing opportunities for career advancement within a reputable agency that has been successfully trading for 19 years.

Kings Permanent Recruitment Ltd

Contact Details:

Kings Permanent Recruitment Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Wills & Trusts Advisor – Protection & Estate Planning in Canvey Island

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 Kings Permanent Recruitment Ltd). 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 Kings Permanent Recruitment Ltd. 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 Wills & Trusts Advisor – Protection & Estate Planning in Canvey Island

Advising on Life Insurance
Critical Illness Cover Knowledge
Income Protection Expertise
Wills and Trusts Knowledge
Client Relationship Management
Fact-Finding Skills
Sales Skills

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 Kings Permanent Recruitment Ltd.

Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Kings Permanent Recruitment Ltd. 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 Kings Permanent Recruitment Ltd

Know Your Numbers: Insurance Fundamentals

Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Kings Permanent Recruitment Ltd 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 Kings Permanent Recruitment Ltd, 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 Kings Permanent Recruitment Ltd'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.