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Business Protection Advisor (Financial Services) 

UK Wide

Self Employed (OTE £50K+)


Our Client are an award-winning firm specialising in personal and business financial services. They cater primarily to the business community offering business protection solutions to include employee and directors’ benefits. 


For advisors, our Client offer an opportunity rare in financial services which is the provision of regular, qualified, high net worth client enquiries. Their Business Protection Adviser role is open to experienced business specialists who are already advising on the following: 

• Relevant Life Plan • Business Loan Protection • Key Person Insurance • Ownership and Shareholder Protection • Executive Income Protection • Business Trusts and Option Agreements


Candidates for this specialist role will already be comfortable in the boardroom, be able to demonstrate excellent online and written communication skills, be competent in all areas of the tax treatment of both premiums and benefits and be undaunted by the larger sums assured required by some clients. 

You will have excellent knowledge of all business structures, income tax, corporation tax, national insurance, dividends and dividend tax. It will be helpful to understand pension products in the business community to include annual and lifetime limits. 

Opportunities exist for Protection Advisors wishing to progress to this role immediately, subject to successful completion of a period of training and assessment. 

Whilst all candidates will be expected to regularly generate their own business enquiries, our Client are able to provide regular, verified and qualified business protection leads as well as booked appointments for your diary. This is all supported by an administration team who will assist your business processing and report writing.

If you feel that you have the skills and experience needed for this role, please apply using the button below and one of our experienced Recruiters will be in touch ASAP. 

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