Protection Adviser & Trainee Estate Planner

Experienced Protection Adviser with a pathway to Estate Planning specialist sought for remote UK role. Responsibilities include conducting client consultations to identify estate planning needs, advising on wills, trusts, lasting powers of attorney, and inheritance planning, maintaining records in line with regulatory requirements, collaborating with solicitors and other advisers, and contributing to business growth through referrals and client retention. The role offers comprehensive training, ongoing mentoring, and professional development to broaden expertise in estate planning and wealth protection, with a competitive salary and performance-related bonus. Must be proficient in client fact-finding, needs-based advice processes, and able to communicate complex topics clearly; strong organisational skills and relationship-building are essential. Benefits include pension, holiday entitlement, and ongoing development opportunities.