Protection Specialist
Protection SpecialistBuild something meaningful. Make a real difference to clients. Shape the future of protection advice.Location: Ipswich Are you an experienced Protection Specialist looking for an opportunity to combine high-quality client advice with the chance to help develop and grow a protection proposition?We''re looking for a knowledgeable and commercially minded Protection Specialist to help individuals, families and business owners protect what matters most. Working closely with Wealth Planners and Investment Managers, you''ll identify protection needs and deliver tailored advice, while playing a key role in developing a growing protection service within an established wealth planning environment.This is an exciting opportunity for someone who enjoys building strong client relationships, tackling complex protection cases and helping shape how a service develops.The roleYou''ll provide specialist advice across a range of personal and business protection solutions, including:Life Assurance, Critical Illness Cover and Income Protection.Family Income Benefit and business protection solutions.Relevant Life, Key Person and Shareholder Protection, where appropriate.You''ll manage cases from initial referral through to implementation, carrying out detailed fact-finding, assessing clients'' needs and researching suitable products. You''ll also liaise with insurers and underwriters, including on complex medical, occupational and financial cases, ensuring clients receive ..... full job details .....
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