At a Glance
- Tasks: Advise clients on tailored protection solutions and handle complex cases.
- Company: LifeSearch, a leader in protection advice for over 25 years.
- Benefits: Competitive salary, uncapped commission, flexible working, and ongoing training.
- Other info: Fast-paced environment with opportunities for career growth and team collaboration.
- Why this job: Step into a specialist role and become a recognised expert in high-value protection.
- Qualifications: Experience in Business Protection and Inheritance Tax; strong client management skills.
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 Protection Adviser in Norfolk, Norwich employer: Lifesearch
At LifeSearch, we pride ourselves on being a leading employer in the protection advice sector, offering a dynamic work culture that fosters continuous learning and professional growth. With competitive salaries, uncapped commission potential, and flexible working options, we empower our Business Protection Advisers to excel in their roles while enjoying a supportive environment that values collaboration and expertise. Join us to not only advance your career but also to make a meaningful impact in the lives of our clients through tailored protection solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Business Protection Adviser in Norfolk, Norwich
✨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 Lifesearch. 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 Business Protection Adviser in Norfolk, Norwich
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 Lifesearch.
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 Lifesearch'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 Lifesearch
✨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 Lifesearch.
✨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 Lifesearch 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 Lifesearch 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.
