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Protection adviser

Permanent
Protection advisor
Posted: 4h ago
Offer description

Fram is working with a growing SME in the financial services sector that is continuing to develop its protection advice capability. The business advises across both personal and business protection and benefits from a consistent flow of client enquiries generated internally through existing clients and introducers. The firm is led by an experienced management team with a long-term approach to growth and advice quality, and operates in a collegiate, professional environment. The role is focused solely on protection advice, covering income protection, life insurance, critical illness cover, and wider family and business protection needs. Client work is driven by warm leads and internal referrals, including regular introductions from mortgage advisers, allowing advisers to focus on advice delivery rather than prospecting. The position involves managing protection cases from initial discussion through to placement, with regular interaction with insurers, underwriters, and internal colleagues. Protection advice is embedded as a core part of the firm’s proposition and is fully integrated into the wider advice process. Key aspects of the role include: Advising clients on a broad range of personal and business protection needs using leads provided by the firm Managing cases end to end, ensuring recommendations are clear, suitable, and well explained Working closely with colleagues in a collaborative setting to maintain a consistent client experience This may appeal to an experienced Protection Adviser who prefers an advice-led role with a steady flow of client work. Several years of protection advice experience, strong organisation, and the ability to communicate recommendations clearly and confidently will be important. Applicants must have the right to work in the UK.

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