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- Tasks: Provide expert Will and Protection advice to clients via video or phone.
- Company: Established Estate Planning firm with over 15 years of client service.
- Benefits: Competitive salary, private medical insurance, bonuses, and ongoing training.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: Experience as a Protection Adviser and knowledge of Wills and Estate Planning.
- Other info: Remote work with a steady stream of booked appointments and career growth potential.
The predicted salary is between 30000 - 35000 £ per year.
A rare opportunity for a remote Protection / Will Adviser with a client focussed Estate Planning & Will Writing firm. They have been giving their clients the highest levels of service for over 15 years and have over 6000 loyal customers.
You will be giving Will & Protection Advice to the firm's new and existing clients. There is a steady stream of new clients coming from their corporate clients. All appointments are booked in for you, and you will receive roughly 4 appointments per day. The advice will be given by video or phone.
You will benefit from the support of the management and administration teams, and there is also continuous ongoing training.
Due to the nature of this role, previous experience as a Protection Adviser is essential, and you will preferably have experience of Wills and Estate Planning.
In return, you will have a highly competitive package with a salary of between £30,000 and £35,000, PMI, DIS plus bonuses with a realistic first year OTE of £65,000, which rises to £100,000 by year three.
For more information on this position, please forward your CV to Douglas McDougall.
Protection & Will Adviser employer: Pinstripe Personnel
Contact Detail:
Pinstripe Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection & Will Adviser
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and the services they offer. This will help you tailor your approach during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Set up mock interviews with friends or family to get comfortable discussing your experience as a Protection Adviser. Focus on how your skills can benefit their clients and the firm.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or join relevant groups. This can give you insider tips and might even lead to a referral, which can boost your chances of landing the job.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Protection & Will Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Protection Adviser and any relevant skills in Wills and Estate Planning. We want to see how your background aligns with what we do, so don’t hold back on showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing top-notch client service and how you can contribute to our team. Keep it friendly and professional – we love a personal touch!
Showcase Your Communication Skills: Since you'll be advising clients over video or phone, it's crucial to demonstrate your communication skills in your application. Use clear and concise language, and maybe even share an example of how you've successfully communicated complex information in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get the best chance to join our fantastic team. Plus, it’s super easy!
How to prepare for a job interview at Pinstripe Personnel
✨Know Your Stuff
Make sure you brush up on your knowledge of protection advice, wills, and estate planning. Familiarise yourself with common client queries and the services offered by the firm. This will help you demonstrate your expertise and show that you're ready to hit the ground running.
✨Practice Makes Perfect
Since you'll be giving advice over video or phone, practice your communication skills. Conduct mock interviews with friends or family, focusing on how you explain complex topics clearly and concisely. This will help you feel more confident during the actual interview.
✨Showcase Your Client Focus
This role is all about providing excellent service to clients. Be prepared to share examples from your past experience where you've gone above and beyond for clients. Highlight your ability to build relationships and trust, as this is crucial in the estate planning field.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to client care, ongoing training opportunities, and how they support their advisers. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
