Protection Adviser

Job title: Protection Adviser

Location: Poole/Bournemouth

Industry: Wealth Management/Mortgage Advice

The Company

A well-established wealth management firm with c. £2bn assets under management is looking to appoint a dedicated Protection Adviser to join its growing South Coast office.

This is a specialist, protection-only role within a mortgage-led office that sits inside a broader wealth management group. The appointment is designed to materially improve protection outcomes for clients while creating a strong, recurring income stream for the adviser.

The Role

• Act as the sole protection specialist within the office, supporting mortgage advisers and advisers across the wider group
• Provide advice across the full protection suite including life assurance, critical illness, income protection, and family protection
• Work from warm, internal referrals generated by an established mortgage and advice team
• Manage the full advice process from initial engagement through to policy placement and ongoing client servicing
• Write all business on a non-indemnity basis, creating transparent, sustainable earnings
• Ensure all advice and documentation meets FCA and internal compliance standards

Salary & Earnings

• Basic salary: £Competitive
• Commission: 15% of protection commission received (uncapped)
• Commission paid on an as-earned (non-indemnity) basis
• Business plan target of approximately 350 protection cases per annum
• Average commission of £1,000 per case, creating indicative additional earnings of £13,000+, with no ceiling on performance

Experience & Requirements

• Proven experience as a Protection Adviser within a wealth management, mortgage, or financial planning environment
• Comfortable advising HNW and mass-affluent clients on protection needs
• Strong relationship management skills and confidence working alongside advisers
• Professional, client-focused, and compliance-led approach
• Relevant qualifications (e.g. CeMAP, RO1, or equivalent) preferred

Why Join?

• Join a financially strong, advice-led wealth management group with long-term stability
• Clear ownership of protection — no mortgage or investment sales responsibility
• Warm referral flow from an established client base
• Uncapped earnings with sustainable, recurring income
• Growing office with long-term career development opportunities