Protection Specialist

Ferguson Dean Limited

Posted 2 days ago, valid for a month

Newcastle Upon Tyne, Northumberland NE19 2BG, England

Full Time

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Sonic Summary

A leading law firm is seeking a protection specialist to join their HNW Wealth Management team in either Newcastle or Leeds.
The role involves providing advice on financial protection policies and assisting with Inheritance Tax planning for high net worth clients.
Candidates must hold a Level 4 Financial Advisor qualification and have experience in the life insurance market.
The position offers the opportunity to shape key responsibilities and procedures as the role evolves.
Salary details are not specified, but the focus is on life assurance, particularly whole of life policies for cases exceeding £1 million.

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 market.

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