Protection adviser
Core
Providing regulated protection advice to individuals and families to safeguard against death, critical illness, injury, and loss of income.
Role type
Senior IC financial protection adviser
Builds
Life assurance, critical illness cover, income protection, and family income benefit solutions
Domain
Financial services / Wealth management
Required skills
Regulated financial advice, needs assessment, product research, compliance reporting, client relationship management, business development
Preferred skills
CII Level 4 qualification, exposure to business protection, whole market proposition knowledge
Technologies
FCA regulations, Consumer Duty frameworks
Responsibilities
Conduct comprehensive client protection reviews and needs assessments; Identify protection shortfalls and financial risks; Provide regulated advice on life assurance, critical illness, and income protection; Collaborate with Wealth Advisers to identify protection opportunities; Ensure compliance with FCA regulations and Consumer Duty; Maintain active pipeline of client opportunities and referrals.