Protection Specialist
Our Investments & Pensions team, part of our Private Wealth team, have a brand new opportunity for a Protection Specialist to join them.
Ideally this will be a full-time role, however the team will consider applications from people looking for part-time hours.
In terms of location, the team are based in Newcastle but this role could also be based in our Leeds office.
The Team
Our Private Wealth team are a collaboration of lawyers, accountants, financial advisors and tax specialists. Their expertise are highly regarded and they have a solid reputation for providing creative financial planning, legal and tax solutions and investment advice to private clients.
The Role
Whilst this role will require you to have some understanding of holistic financial planning, your work will be focussed on providing advice on financial protection policies. You'll work directly with clients, demonstrating your strong knowledge of product types and provider offerings.You won't be expected to generate leads yourself, but this can be part of the role if it's something you're interested in. You'll also assist our team of experienced Financial Advisors with Inheritance Tax planning strategies for a wide range of high net worth clients.
As this is a brand new role, there will be lots of opportunities for you to help with the implementation and evolution of the key responsibilities, systems and procedures associated with this role.
What are we looking for?
To be successful in this role, you'll need as a minimum;- Level 4 Financial Advisor qualification
- 5 years' experience in the life insurance market, with strong knowledge of product types and provider offerings
- Experience in dealing with high value cases for Whole of Life, Term Assurance and Gift Inter Vivos policies
What makes it great to work here?
We continually work hard to create an open culture that sets us apart from other firms. Our culture gives us much more of a human feel, emphasising that we're more than just suits!
As signatories to the Mindful Business Charter, it's important to us that our people are able to maintain healthy and happy lives, both in and out of work. We have a number of resources and initiatives designed to support health and wellbeing and we're very happy to talk flexible working.
Through our DEI initiatives we create an environment in which difference is valued. We have an Diversity, Equity and Inclusion Group, led by our Board Sponsor, which works with our colleague networks (we currently have firm supported networks for race, ethnicity, and cultural heritage, LGBTQ+, disabilities, families, and women's career development and we're in constant dialogue with our people about how we expand our networks to better support everybody).Find out more about ED&I at WBD here. We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities and sexual orientations.
We are committed to ensuring our recruitment process is inclusive and accessible to all. If you have a disability or long term condition and need us to make any adjustments to give you the best possible recruitment process, please let us know by contacting the recruiter on the right hand side of this page.Please also let us know if you need this job advert or the application form in a different format.
We will offer an interview to candidates with a disability or long-term condition who meet the minimum criteria for this role. You can opt into this scheme within the application form. Your response to this question is only used for this purpose, is only visible to the recruitment team and is not used for data monitoring.
We are an in-house recruitment team and will always aim to fill our roles directly in the first instance. If you're an agency, please click here for ways that you can work with us.