Protection Specialist in Newcastle Upon Tyne

Job description

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.

Extra information

Status

Open

Education Level

Secondary School

Location

Newcastle Upon Tyne

Type of Contract

Part-time jobs

Published at

19-06-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English