Protection Specialist

  • CareerStone
  • Harrow, Middlesex
  • Nov 01, 2025
Full time Banking Finance

Job Description

Life Insurance Adviser (Consultative - High-Net-Worth Clients)

This is a rare opportunity to join one of the UK's most respected names in Financial Services - a firm with nearly three decades of success providing thoughtful, high-quality advice to high-net-worth clients.

You'll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships over one-off sales.

The Opportunity

You'll join a highly successful mortgage division that consistently generates warm, qualified introductions to a dedicated team of protection advisers.

With thousands of loyal existing clients and a steady flow of new ones, you'll have the perfect balance of opportunity and stability.

This is a consultative, relationship-driven role - focused on helping clients make well-informed, confident decisions about protecting their wealth, health, and families.

What Makes This Different

  • Truly consultative environment - no cold calling, no high-pressure sales
  • Warm, qualified leads from a trusted HNW client base
  • Six-figure OTE that's genuinely achievable
  • Long-term client relationships and exceptional retention rates
  • Strong culture of trust, learning, and professional development

Your Role

  • Deliver tailored advice on Life and Protection solutions through structured, high-quality telephone consultations
  • Work exclusively with pre-qualified, high-net-worth clients
  • Conduct in-depth fact-finds to understand each client's unique needs and priorities
  • Provide clear, thoughtful recommendations with full compliance and documentation
  • Build enduring relationships as a trusted adviser, not a product seller
  • Engage in a structured training and development pathway to support long-term career growth

What You'll Bring

  • Experience in Life Insurance or Protection advice
  • A strong commitment to client care and ethical practice
  • Excellent communication and listening skills
  • The ability to simplify complex options and build client confidence
  • A mindset focused on long-term value, not short-term wins

What's on Offer

  • Competitive base salary with clear progression
  • Excellent, achievable commission structure
  • Comprehensive benefits (pension, generous holidays, perks)
  • Supportive, collaborative team culture - no internal competition
  • A respected brand, outstanding client base, and a business that invests in its people

If you're ready to move away from transactional work and into a role where your expertise and professionalism are genuinely valued - this is your opportunity.

Join a firm that puts clients first and advisers second to none.