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- 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
Contact Detail:
Lifesearch Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Protection Adviser in Norfolk, Norwich
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors that you didn’t even know existed.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience with Business Protection and Inheritance Tax cases. Share specific examples of how you've handled complex situations to demonstrate your value and expertise.
✨Be Prepared for the Interview
Research the company and its values before your interview. Be ready to discuss how your skills align with their goals, especially in areas like Group Protection and technical advice. This shows you’re not just interested in any job, but specifically in what they do.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at LifeSearch.
We think you need these skills to ace Business Protection Adviser in Norfolk, Norwich
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Business Protection Adviser role. Highlight your experience with Business Protection and Inheritance Tax cases, as well as any relevant qualifications. We want to see how your skills align with what we're looking for!
Showcase Your Expertise: Don’t just list your qualifications; explain how you've applied them in real-world scenarios. Share specific examples of complex cases you've handled and the impact of your advice. This will help us see you as a go-to expert in the field.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon unless it's necessary. We appreciate a well-structured application that makes it easy for us to understand your experience and skills.
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 the role. Plus, it shows you're keen on joining our team at LifeSearch!
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. 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 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 capability and confidence in handling technical queries, which is crucial for this role.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about LifeSearch's approach to Business Protection and how they support their advisers. This shows your genuine interest in the company and helps you gauge if it's the right fit for you.
✨Emphasise Collaboration
Since the role involves working closely with partners and colleagues, be ready to discuss how you've successfully collaborated in the past. Share examples of how you've contributed to team success and supported others in achieving their goals. This will highlight your proactive mindset and team spirit.