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- Tasks: Advise clients on protection solutions and handle complex cases with expertise.
- Company: Join LifeSearch, a leader in protection advice for over 25 years.
- Benefits: Earn £30k-£33k plus uncapped commission and enjoy flexible working options.
- Other info: Fast-paced environment with ongoing training and opportunities for career growth.
- Why this job: Step into a specialist role and become a recognised expert in high-value protection areas.
- Qualifications: Experience in Business Protection and Inheritance Tax is essential; strong client management skills required.
The predicted salary is between 30000 - 33000 £ per year.
£30,000 - £33,000 basic + uncapped commission (OTE £100k+) + career growth + flexible benefits.
For experienced Protection Advisers ready to step into a more technical, specialist role, this is an opportunity to take your career to the next level.
At LifeSearch, we’ve spent over 25 years leading the way in protection advice. We’re now entering one of the most exciting phases of our journey expanding partnerships, investing across the business, and building deeper expertise in high-value areas like Business Protection, Group Protection, and Inheritance Tax. If you’re looking to move beyond standard advice and become a recognised expert in complex protection, this role is designed for you.
What you’ll be doing:
- Advising engaged clients (individuals and businesses) who are actively seeking protection solutions.
- Delivering tailored recommendations across Business Protection, Group Protection, and Inheritance Tax planning.
- Handling complex cases, including underwriting nuances and technical queries.
- Providing high-quality, compliant advice that protects clients, families, and businesses.
- Collaborating with key partners by sharing insights, feedback, and case studies.
- Developing and maintaining long-term relationships with key wealth management partners.
- Maintaining accurate records and ensuring every case meets the highest standards.
What we’re looking for:
- Proven experience writing Business Protection and Inheritance Tax cases (essential).
- Exposure to Group Protection (desirable, not essential).
- Strong experience working with high-net-worth wealth management clients.
- In-depth knowledge of Personal Protection, Business Protection and Inheritance Tax products.
- Confidence handling complex, technical client needs.
- Ability to work at pace without compromising on quality or compliance.
- A proactive, ownership-driven mindset with a focus on continuous development.
- A collaborative approach and willingness to support team success.
- R05 qualification (preferred but not essential).
Why this role stands out:
This isn’t just another adviser position; it’s a genuine step into a specialist role. You’ll deepen your technical expertise, work on more complex and high-value cases, and become a go-to expert within the business. You’ll also play a key role in elevating the wider team by sharing knowledge and helping drive technical excellence.
What’s in it for you:
- £30k - £33k basic salary + uncapped commission (realistic OTE £100k+, with scope to exceed).
- Opportunity to specialise in high-value areas like Business Protection & IHT.
- Consistent flow of high-quality, engaged client leads.
- Ongoing training, coaching, and advanced technical development.
- Flexible / hybrid working options across the UK.
- Flexible benefits package tailored to what matters most to you.
What’s the role like day-to-day?
This is a fast-paced, high-performing environment where no two days are the same. You’ll balance inbound, outbound, and follow-up conversations while managing your own pipeline and structuring your day effectively. Alongside advising clients, you’ll act as a technical sounding board for colleagues and contribute to raising standards across the wider advice team.
Locations
Business Process Consultant (m/w/d) in Devon, Plymouth employer: Lifesearch
Contact Detail:
Lifesearch Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Process Consultant (m/w/d) in Devon, Plymouth
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to Business Protection and Inheritance Tax. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.
✨Tip Number 3
Showcase your expertise! When you get the chance to meet potential employers, don’t hold back on sharing your knowledge about complex cases and technical queries. We want to see you shine as the go-to expert in your field!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals ready to take their careers to the next level, so don’t miss out on this opportunity!
We think you need these skills to ace Business Process Consultant (m/w/d) in Devon, Plymouth
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Business Process Consultant role. Highlight your experience with Business Protection and Inheritance Tax cases, as well as any relevant skills that match what we're looking for.
Showcase Your Expertise: Don’t shy away from detailing your knowledge in Personal Protection, Business Protection, and Inheritance Tax products. We want to see how you can handle complex client needs and provide high-quality advice.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language to demonstrate your understanding of the role and how you can contribute to our team’s success.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Lifesearch
✨Know Your Stuff
Make sure you brush up on your knowledge of Business Protection, Group Protection, and Inheritance Tax products. Be ready to discuss specific cases you've handled and how you approached complex client needs. This will show that you're not just familiar with the concepts but can also apply them in real-world scenarios.
✨Showcase Your Experience
Prepare to share examples from your past roles where you've successfully advised high-net-worth clients. Highlight any complex cases you've managed and the outcomes. This will demonstrate your ability to handle the technical aspects of the role and reassure the interviewers that you can deliver high-quality, compliant advice.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the company’s growth and your potential role in it. Ask about their approach to developing partnerships or how they support continuous development for their consultants. This not only shows your enthusiasm but also helps you gauge if the company aligns with your career goals.
✨Demonstrate a Collaborative Mindset
Since the role involves working closely with key partners and supporting team success, be ready to discuss how you've collaborated in previous positions. Share examples of how you've contributed to team projects or helped elevate standards within your team. This will highlight your proactive approach and willingness to support others.