Protection Adviser & Trainee Estate Planner
WFA Digital Insight
As demand for digital estate planning solutions grows, experts predict a 27% increase in remote job openings for protection specialists by 2027. OneDome, a leading UK fintech, is at the forefront of this shift. With over
Job Description
About the Role
The Protection Adviser and Trainee Estate Planner role at OneDome presents a unique opportunity for experienced protection professionals to expand their skillset into estate planning. As a key member of the team, you will work closely with clients to identify their estate planning needs and provide tailored protection solutions. With the support of comprehensive training and ongoing mentoring, you will develop specialist expertise in wills, trusts, lasting powers of attorney, and inheritance planning, delivering a wider range of valuable financial protection and estate planning services to clients.Day-to-day, you will conduct client consultations to understand their objectives and provide expert advice on estate planning solutions. You will build and maintain strong relationships with clients, introducers, and professional partners, ensuring that all client records are maintained in line with company procedures and regulatory requirements. As you grow in your role, you will contribute to business growth through referrals, networking, and client retention initiatives, staying up-to-date with the latest estate planning legislation, tax considerations, and industry developments.
What You Will Do
- Conduct client consultations to identify estate planning needs and objectives
- Advise clients on wills, trusts, lasting powers of attorney, and inheritance planning solutions
- Build and maintain strong relationships with clients, introducers, and professional partners
- Gather and assess client information to ensure suitable recommendations are made
- Prepare and oversee estate planning documentation accurately and efficiently
- Work closely with solicitors, financial advisers, mortgage advisers, and protection specialists where appropriate
- Ensure all client records are maintained in line with company procedures and regulatory requirements
- Keep up to date with estate planning legislation, tax considerations, and industry developments
- Contribute to business growth through referrals, networking, and client retention initiatives
What We Are Looking For
- At least 3 years of experience as a Protection Adviser
- Strong understanding of client fact-finding and needs-based advice processes
- Excellent communication, presentation, and relationship-building skills
- Ability to explain complex topics in a clear and straightforward manner
- Strong organisational skills and attention to detail
- Comfortable working towards targets and delivering excellent client outcomes
- Proficient in Microsoft Office and CRM systems
- A genuine interest in estate planning, inheritance planning, and wealth protection
Nice to Have
- Experience with estate planning software and tools
- Knowledge of the UK's estate planning regulations and laws
- Previous experience in a similar fintech or financial services company
Benefits and Perks
- Competitive salary and performance-related bonus structure
- Ongoing professional development and training
- Career progression opportunities within a growing business
- Pension scheme
- Holiday entitlement
- Supportive and collaborative working environment
- Opportunity to develop specialist expertise in estate planning and wealth protection
How to Stand Out
- Tip: Develop your knowledge of estate planning principles and practices to stand out in your application.
- Utilize Microsoft Office and CRM systems to demonstrate your technical skills.
- Prepare to discuss your experience in protection advisory roles and how it can be applied to estate planning.
- Showcase your ability to communicate complex topics clearly and build strong client relationships.
- Be ready to discuss your career goals and how this role aligns with your aspirations.
- Highlight any relevant certifications or training in estate planning or a related field.
- Research OneDome's mission and values to demonstrate your enthusiasm for the company's approach to fintech and financial planning.
This is a remote position listed on WFA Digital, the platform for professionals who work from anywhere. Browse more remote jobs across all categories.