This established financial services business has a dedicated Life Risk division focused on delivering tailored insurance advice to protect clients, their families, and their businesses.
The business provides personalised, practical advice aligned to each client's broader financial position, with a strong emphasis on long-term relationships and ongoing support.
The environment is collaborative and values-driven, with a focus on accountability, integrity and continuous improvement. Advisers work closely with internal teams and professional partners to deliver coordinated client outcomes.
In this senior role, you will focus on delivering high quality life risk advice while managing and developing client relationships. You will also contribute to the ongoing development of the risk advice function.
You will be allocated a client base to manage, as well as dedicated referral sources to work with for new business
The main responsibilities of the role include, but are not limited to:
Provide life insurance advice across personal and business risk
Manage and maintain client relationships through regular reviews
Develop and present suitable protection strategies
Work with referral partners and internal stakeholders
Maintain compliance and documentation standards
To be considered, you must tick the following boxes:
Demonstrated experience in life risk advice
Strong client relationship management skills
Sound communication and stakeholder engagement skills
Professional and team-oriented approach
And in return, you will be offered:
Market-competitive salary and benefits
Support from paraplanning and client service teams
Flexible and hybrid working arrangements
Collaborative and values-led environment
If you are an experienced Life Insurance Advisor looking for a stable role with strong support and long-term scope, this is a solid opportunity.
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