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- Tasks: Provide client-focused advice on wills and protection via video or phone.
- Company: Leading Estate Planning firm in the UK with a strong reputation.
- Benefits: Competitive salary, bonuses, ongoing training, and a steady stream of appointments.
- Why this job: Earn up to £100K by year three while helping clients secure their future.
- Qualifications: Prior experience as a Protection Adviser is preferred.
- Other info: Remote work with a supportive team and growth opportunities.
The predicted salary is between 30000 - 35000 £ per year.
A leading Estate Planning firm in the UK is seeking a remote Protection & Will Adviser to deliver client-focused advice. You will work with both new and existing clients, providing guidance primarily via video or phone.
This role offers a competitive salary starting between £30K-£35K, with bonuses and an OTE of up to £100K by year three. You will benefit from ongoing training and a steady stream of booked appointments.
Ideal candidates will have prior experience as a Protection Adviser.
Remote Will & Protection Adviser — OTE £65k+ (Year 1) employer: Pinstripe Personnel
Contact Detail:
Pinstripe Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Will & Protection Adviser — OTE £65k+ (Year 1)
✨Tip Number 1
Network like a pro! Reach out to your connections in the estate planning field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get that interview, be ready to showcase your experience as a Protection Adviser. Highlight how your skills can help clients make informed decisions about their wills and protection plans.
✨Tip Number 3
Stay sharp with ongoing training! Since this role offers continuous learning, show your commitment by brushing up on the latest trends in estate planning. This will not only boost your confidence but also impress potential employers.
✨Tip Number 4
Apply through our website! We’ve got a steady stream of booked appointments waiting for you. By applying directly, you’ll be one step closer to landing that remote Will & Protection Adviser role and hitting that OTE of £65k+!
We think you need these skills to ace Remote Will & Protection Adviser — OTE £65k+ (Year 1)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Protection Adviser. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements and relevant qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about estate planning and how you can deliver client-focused advice. We love seeing personality, so let your enthusiasm come through!
Showcase Your Communication Skills: Since you'll be advising clients primarily via video or phone, it's crucial to demonstrate your communication skills in your application. We want to know how you connect with clients and make complex information easy to understand.
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 don’t miss out on any important updates from us!
How to prepare for a job interview at Pinstripe Personnel
✨Know Your Stuff
Make sure you brush up on your knowledge of estate planning and protection advice. Familiarise yourself with common client concerns and the services offered by the firm. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on articulating your experience as a Protection Adviser and how it relates to the job. Practising your responses will help you feel more at ease during the actual interview.
✨Showcase Your Communication Skills
Since this role involves advising clients primarily via video or phone, it's crucial to demonstrate your communication skills. Be clear, concise, and engaging in your responses. Remember to listen actively and ask questions to show your interest in the client's needs.
✨Prepare Questions for Them
Have a few thoughtful questions ready to ask the interviewer about the company culture, training opportunities, and client management processes. This not only shows your enthusiasm for the role but also helps you determine if the company is the right fit for you.
