A well-established wealth management firm with c. £2bn assets under management is looking to appoint a dedicated Protection Adviser to join its growing South Coast office.
This is a specialist, protection-only role within a mortgage-led office that sits inside a broader wealth management group. The appointment is designed to materially improve protection outcomes for clients while creating a strong, recurring income stream for the adviser.
The Role
* Act as the sole protection specialist within the office, supporting mortgage advisers and advisers across the wider group
* Provide advice across the full protection suite including life assurance, critical illness, income protection, and family protection
* Work from warm, internal referrals generated by an established mortgage and advice team
* Manage the full advice process from initial engagement through to policy placement and ongoing client servicing
* Write all business on a non-indemnity basis, creating transparent, sustainable earnings
* Ensure all advice and documentation meets FCA and internal compliance standards
Salary & Earnings
* Commission: 15% of protection commission received (uncapped)
* Commission paid on an as-earned (non-indemnity) basis
* Business plan target of approximately 350 protection cases per annum
* Average commission of £1,000 per case, creating indicative additional earnings of £13,000+, with no ceiling on performance
Experience & Requirements
* Proven experience as a Protection Adviser within a wealth management, mortgage, or financial planning environment
* Comfortable advising HNW and mass-affluent clients on protection needs
* Strong relationship management skills and confidence working alongside advisers
* Professional, client-focused, and compliance-led approach
Why Join?
* Join a financially strong, advice-led wealth management group with long-term stability
* Clear ownership of protection — no mortgage or investment sales responsibility
* Warm referral flow from an established client base
* Uncapped earnings with sustainable, recurring income
* Growing office with long-term career development opportunities
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