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Protection Specialist
Job Posted: 17 days ago
Salary: £ 40,000 - 60,000 / Annum
Job Type: Permanent
Location: Newcastle upon Tyne, Tyne & Wear
Expire in: 11 days
Job Description
A leading law firm is looking to recruit a protection specialist to join their established HNW Wealth Management team. Based out of either Newcastle or Leeds, you will be embedded in the Financial Planning team but working collaboratively with legal and professional services teams. With an existing team of 30, you will be primed for success.
Role Overview:
- Focused on providing advice on financial protection policies.
- Working directly with clients, showcasing your strong knowledge of product types and provider offerings.
- Assisting with Inheritance Tax planning strategies for high net worth clients.
- Opportunity to shape the role's key responsibilities, systems, and procedures as it evolves.
- Core focus on life assurance, particularly whole of life policies for IHT mitigation on £1m plus cases.
Requirements:
- Level 4 Financial Advisor qualification.
- Experience in the life insurance marketBefore You Apply
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Looking for your next career move? Join a top company hiring Protection Specialist job near me in Newcastle upon Tyne, Tyne & Wear! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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