Protection Adviser & Trainee Estate Planner

OneDome is a UK-based housing and fintech platform transforming the homebuying and financial planning journey through AI-powered technology, simplifying major financial decisions for consumers.

Location: Remote, UK

Salary: £32-35k basic depending on experience + commission

Responsibilities

• 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.

Requirements

• At least 3 years’ 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.

Benefits

• 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.

Additional Information

• This role offers the opportunity to broaden your skillset, increase earning potential, and build long-term client relationships by delivering a wider range of valuable financial protection and estate planning services.
• No previous estate planning experience is required; comprehensive training, ongoing mentoring, and professional development will be provided.