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- Tasks: Advise clients on complex protection solutions and build long-term relationships.
- Company: Join LifeSearch, a leader in protection advice for over 25 years.
- Benefits: Earn £30k-£33k plus uncapped commission and enjoy flexible working options.
- Why this job: Step into a specialist role and become a recognised expert in high-value areas.
- Qualifications: Experience in Business Protection and Inheritance Tax is essential.
- Other info: Fast-paced environment with ongoing training and career growth opportunities.
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 have spent over 25 years leading the way in protection advice. We are 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 are looking to move beyond standard advice and become a recognised expert in complex protection, this role is designed for you.
What you will 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 are 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 will deepen your technical expertise, work on more complex and high-value cases, and become a go-to expert within the business.
You will 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 will balance inbound, outbound, and follow-up conversations while managing your own pipeline and structuring your day effectively.
Alongside advising clients, you will act as a technical sounding board for colleagues and contribute to raising standards across the wider advice team.
Business Planning Specialist in Wolverhampton employer: Lifesearch
Contact Detail:
Lifesearch Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Planning Specialist in Wolverhampton
✨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 practising common questions and scenarios related to Business Protection and Inheritance Tax. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of your previous work to interviews. This not only demonstrates your knowledge but also highlights your problem-solving skills in real-world situations.
✨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 Wolverhampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Business Planning Specialist role. Highlight your experience with Business Protection and Inheritance Tax cases, as well as any work with high-net-worth clients.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this specialist role. Share your passion for protection advice and how you can contribute to our team's success in handling complex cases.
Showcase Your Technical Knowledge: In your application, demonstrate your understanding of the technical aspects of Business Protection and Inheritance Tax. We want to see that you can handle complex client needs with confidence and expertise.
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 don’t miss out on any important updates during the process.
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 experience writing Business Protection and Inheritance Tax cases, as this is essential for the role. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Demonstrate a Collaborative Spirit
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 instances where you've contributed to team goals or helped elevate standards within your team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's expansion plans and how they relate to the role. This shows your genuine interest in the position and helps you understand how you can contribute to their exciting journey. It’s also a great way to demonstrate your proactive mindset!