Protection Specialist Advisor
📍 Location: Flexible – Office-based / Hybrid
🕒 Job Type: Full-Time, Employed Position
💷 Basic £30,000 + commission - OTE upto £100,000 uncapped
About Us
IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers. As part of the Quilter Financial Planning network—one of the largest in the UK—we pride ourselves on delivering a “one-stop shop” for clients and advisers alike. Founded in 1990, our ethos is simple: exceptional customer service and tailored solutions that give clients no reason to look elsewhere
We are seeking a Protection Specialist Advisor to join our team and help clients secure bespoke protection solutions for their families and businesses. If you share our commitment to doing the right thing for customers, we’d love to hear from you
Key Responsibilities
- Provide comprehensive protection advice to a diverse client base.
- Assess personal circumstances to recommend suitable protection products.
- Stay up-to-date with the protection market and maintain CPD.
- Deliver tailored advice with impeccable attention to detail.
- Achieve business targets while maintaining compliance standards.
- Build and maintain long-term client relationships through exceptional service
What We’re Looking For
- Proven experience as a Protection Advisor with a strong sales track record.
- Solid understanding of financial and regulatory environments.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively.
- High attention to detail and numeracy skills.
- Resilient, positive, and motivated attitude.
- Existing client bank is advantageous but leads are provided
What We Offer
- £30,000 basic salary plus target-driven bonus structure.
- OTE between £50,000 and £100,000.
- Career progression opportunities.
- Supportive, collaborative environment.
- Ongoing training and development.
- Flexible working pattern (home and office-based).
- Full back-office admin support
Ready to take the next step?
📧 Send your CV and cover letter to darren@ibawm.co.uk
📞 Or call us on 01553 770111