Business Protection Adviser in Yorkshire
Business Protection Adviser

Business Protection Adviser in Yorkshire

Yorkshire Full-Time 30000 - 33000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Advise clients on complex protection solutions and manage high-value cases.
  • Company: LifeSearch, a leader in protection advice for over 25 years.
  • Benefits: Competitive salary, uncapped commission, flexible working, and tailored benefits.
  • Other info: Fast-paced environment with ongoing training and opportunities for growth.
  • Why this job: Become a recognised expert in Business Protection and elevate your career.
  • 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.

Business Protection Adviser in Yorkshire 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 development and collaboration. With competitive salaries, uncapped commission potential, and flexible working options, we empower our Business Protection Advisers to specialise in high-value areas while providing ongoing training and support. Join us to not only advance your career but also to make a meaningful impact by delivering tailored protection solutions to engaged clients.
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Contact Detail:

LifeSearch Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Business Protection Adviser in Yorkshire

✨Tip Number 1

Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. Building relationships can lead to referrals and insider info about job openings.

✨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 case studies or examples of your past work to interviews. This not only demonstrates your knowledge but also highlights your problem-solving skills in complex 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 and engaged with our brand.

We think you need these skills to ace Business Protection Adviser in Yorkshire

Business Protection Knowledge
Inheritance Tax Planning
Group Protection Exposure
Client Relationship Management
Technical Advisory Skills
Compliance Awareness
High-Net-Worth Client Experience
Complex Case Handling
Record Keeping
Proactive Mindset
Collaboration Skills
Continuous Development Focus
R05 Qualification (preferred)

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 hold back on demonstrating your knowledge in complex protection solutions. Use specific examples from your past experiences to illustrate how you've handled technical queries or complex cases. This will help us see you as a go-to expert right from the start!

Be Clear and Concise: When writing your application, keep it clear and to the point. Avoid jargon unless it's necessary, and make sure your passion for the role shines through. We appreciate straightforward communication that gets to the heart of your qualifications and enthusiasm.

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 gives you a chance to explore more about LifeSearch and what we stand for!

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 technical challenges you faced and how you overcame them. This will demonstrate your ability to handle the complexities of the role and reassure the interviewers of your expertise.

✨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 expanding partnerships or how they support advisers in developing their technical skills. This not only shows your enthusiasm but also helps you gauge if the company aligns with your career goals.

✨Demonstrate a Collaborative Spirit

Since the role involves working closely with key partners and colleagues, be ready to discuss how you’ve contributed to team success in the past. Share examples of how you’ve collaborated on complex cases or shared insights that helped elevate team performance. This will highlight your proactive mindset and willingness to support others.

Business Protection Adviser in Yorkshire
LifeSearch
Location: Yorkshire

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