At a Glance
- Tasks: Advise clients on protection solutions and handle complex cases with tailored recommendations.
- Company: Join LifeSearch, a leader in protection advice for over 25 years.
- Benefits: Earn £30k-£33k plus uncapped commission, flexible benefits, and career growth.
- Other info: Enjoy a fast-paced environment with ongoing training and hybrid working options.
- 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 cases is essential.
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.
Business Planning Specialist in Newport employer: Lifesearch
At LifeSearch, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and continuous development. With competitive salaries, uncapped commission potential, and flexible benefits tailored to your needs, we empower our employees to specialise in high-value areas while providing ongoing training and support. Join us in a fast-paced environment where you can elevate your career and make a meaningful impact in the world of protection advice.
StudySmarter Expert Advice🤫
We think this is how you could land Business Planning Specialist in Newport
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your responses to show how your experience aligns with their mission, especially in areas like Business Protection and Inheritance Tax.
✨Tip Number 3
Practice your pitch! Be ready to explain your expertise in handling complex cases and how you can add value to their team. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Business Planning Specialist in Newport
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Business Planning Specialist. Highlight your experience with Business Protection and Inheritance Tax cases, and don’t forget to mention any work with high-net-worth clients. We want to see how you fit into our vision!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with what we’re looking for. Be genuine and let your personality come through – we love to see that!
Showcase Your Technical Skills:Since this role involves handling complex cases, make sure to highlight your technical expertise in your application. Share specific examples of how you've navigated tricky situations or provided high-quality advice in the past. We’re keen to see your problem-solving skills in action!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive – a quality we really value here at StudySmarter!
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 basics but can also navigate the technical nuances.
✨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 capability and confidence in handling intricate situations, which is crucial for this specialist role.
✨Ask Insightful Questions
During the interview, don’t hesitate to ask questions about the company’s approach to client relationships and their strategies for handling complex cases. This shows your genuine interest in the role and helps you gauge if the company aligns with your career goals.
✨Emphasise Collaboration
Since this role involves working closely with partners and colleagues, be prepared to discuss how you've contributed to team success in the past. Share examples of how you've collaborated to elevate standards or shared insights that benefited your team. This will highlight your proactive mindset and willingness to support others.
