Wealth Protection Advisor

5 days ago


Bishop Sutton, Bath and North East Somerset, United Kingdom NFU Mutual Full time
Join Our Team as a Wealth Protection Advisor

NFU Mutual seeks an experienced Wealth Protection Advisor to join our team. As a key member of our wealth management team, you will be responsible for advising high net worth individuals on our award-winning Bespoke product, identifying new business opportunities, and building long-term relationships with clients.

The ideal candidate will have a genuine interest in the High Net Worth lifestyle, excellent communication skills, and the ability to build trust with clients. You will use your expertise to develop tailored solutions for clients, grow our revenue streams, and deliver exceptional customer service.

Key Requirements:
* Minimum of Grade C/4 in GCSE Maths and English (or equivalent)
* Cert CII or a willingness to obtain
* A driving licence and access to own vehicle is essential

Benefits:
* Competitive salary up to £35,000 per annum plus commission
* Car allowance and opportunity to work 2 days per week from home upon completion of probation period
* Full training and development opportunities
* Chance to gain professional qualifications and full training in all aspects of the insurance industry

We pride ourselves in developing our team members, providing a culture of professionalism, fairness, and support.

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