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 skilled 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 businessThe main responsibilities of the role include,
but are not limited to:Provide life insurance advice across personal and business riskManage and maintain client relationships through regular reviewsDevelop and present suitable protection strategiesWork with referral partners and internal stakeholdersMaintain compliance and documentation standardsTo be considered, you must tick the following boxes:Demonstrated experience in life risk adviceStrong client relationship management skillsSound communication and stakeholder engagement skillsProfessional and team-oriented approachAnd in return, you will be offered:Competitive salary and benefitsSupport from paraplanning and client service teamsFlexible and hybrid working arrangementsCollaborative and values-led environmentIf 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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