Adviser Work, Jobs in Worstead, Nfk (with Salaries)

Protection Suitability Letter Writer
Future Life Family LTD —Norwich
- £32,500 a year
- Full-time
- English
- Analysis skills
- Organisational skills
Quick apply
5d
Health and Wellbeing Adviser
Norfolk County Council —Wymondham
- £39,862 - £41,771 a year
- Full-time
- Hybrid work
- Employee discount
- Gym membership
12d
Client Onboarding Specialist - Salary + Commission
Future Life Family LTD —Norwich
- £32,000 - £38,500 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Financial services
- Life insurance
Quick apply
3d
File Review Consultant
Alan Boswell Group —Norwich
- £25 - £35 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Organisational skills
- IT
- Employee discount
- Life insurance
Quick apply
1h
Adviser-Saffron Housing Trust
Norfolk Citizens Advice —Long Stratton
- £25,114 a year
- Full-time
- Administrative experience
- Mentoring
- IT
- Annual leave
- Flexitime
Quick apply
14d
Norfolk Crisis and Resilience Adviser (Outreach)
Norfolk County Council —Norwich
- £32,061 - £33,699 a year
- Full-time
- Hybrid work
- Computer skills
- Communication skills
- Employee discount
- Gym membership
7d
Private Medical Insurance Account Executive (PMI)
Alan Boswell Group —Norwich
- £45,000 - £55,000 a year
- Full-time
- Sales
- Customer service
- Travel
- Annual leave
- Life insurance
Quick apply
10d
Trainee Mortgage Advisor
Haysto —Norwich
- £25,776 - £35,000 a year
- Full-time
- In-person
Quick apply
HR Adviser - Wellbeing
Norfolk County Council —Norwich
- £34,000 - £46,000 a year
- Temporary
- Hybrid work
- Employee discount
- Gym membership
11d
Customer Service Adviser-Mortgages
Haysto —Norwich
- £25,774 - £31,000 a year
- Full-time
- In-person
Quick apply
11d
Children and Family Services Assistant (Term Time Only)
NANSA —Norwich
- £13.08 an hour
- Part-time
- Childcare
- Microsoft Office
- Administrative experience
Quick apply
12d
Careers Lead
Tech Educators —Norwich
- £23,496.20 - £30,485.00 a year
- Working with children
- Mentoring
- IT
Quick apply
7d
Legacy Officer
Priscilla Bacon Hospice —Norwich
- £25,000 - £27,000 a year
- Part-time
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
Quick apply
6d
Paraplanner / Technical Planner Financial Services
ALAN BOSWELL GROUP LIMITED —Norwich
- £30,000 - £45,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Annual leave
- Life insurance
Quick apply
10d
Sales Development Co-ordinator
BarrattDevelopments —Taverham
- Weekend availability
- Customer service
- Programmable logic controllers
- Communication skills
Client manager
ATF Accountancy —Norwich
- £38,000 - £45,000 a year
- Full-time
- QuickBooks
- In-person
Quick apply
5d
Finance & Operations Manager/Executive PA
Avenue East Rentals —Norwich
- £13.00 - £13.50 an hour
- Temporary
- Hospitality
- Microsoft Excel
- Accounting
- Free parking
Quick apply
8d
Protection Advisor (Self-Employed)
Placing Faces —Aylsham
- Full-time
- Hybrid work
- Communication skills
Associate
Mills & Reeve LLP —Norwich
- Sales
- English
- IT
5d
Accountant Client manager
ATF Accountancy —Norwich
- £38,000 - £45,000 a year
- Full-time
- QuickBooks
- In-person
Quick apply
5d

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Protection Suitability Letter Writer

Future Life Family LTD
Norwich

Quick apply

Job details

Full-time
£32,500 a year
5 days ago

Qualifications

Financial planning
Report writing
English
Analysis skills
Organisational skills
Financial services

Full job description

Protection Suitability Letter Writer – Detail-Oriented Report Writing Role

Future Life Family LTD is a growing financial services firm specialising in family protection, life insurance and critical illness cover.

We are looking for a detail-oriented writer to prepare clear, accurate suitability reports based on adviser notes and client circumstances. This is not casual data entry. The role requires logic, written reasoning, attention to detail and the ability to explain why a recommendation is suitable in a clear and defensible way.

You do not need to be a qualified financial adviser, but you must be comfortable working with detailed information, following templates, understanding client circumstances and producing accurate written reports.

Responsibilities

Prepare suitability reports for protection advice cases.
Interpret adviser notes and client information accurately.
Explain the rationale for life insurance, critical illness and income protection recommendations.
Identify missing information or unclear reasoning and raise this with the adviser.
Work closely with advisers, admin and compliance support.
Maintain strong file quality and clear documentation.
Handle a high volume of cases while maintaining accuracy.

Requirements

Strong written English.
Excellent attention to detail.
Experience in report writing, compliance, audit, financial services, legal administration or detailed casework.
Ability to understand and organise complex information.
Comfortable working to deadlines.
Willingness to learn protection products and internal processes.
Previous financial services experience is useful but not essential.

Shortlisted candidates will be asked to complete a short written case exercise using anonymised adviser notes.

Pay: £32,500.00 per year

Application question(s):

Explain, without the use of generative AI, the reason you'd be capable of handling 50 high-detail cases a month

Work Location: In person

Quick apply

Refine Your Search

adviser jobs in worstead, nfk

Protection Suitability Letter Writer

Health and Wellbeing Adviser

Client Onboarding Specialist - Salary + Commission

File Review Consultant

Adviser-Saffron Housing Trust

Norfolk Crisis and Resilience Adviser (Outreach)

Private Medical Insurance Account Executive (PMI)

Trainee Mortgage Advisor

HR Adviser - Wellbeing

Customer Service Adviser-Mortgages

Children and Family Services Assistant (Term Time Only)

Careers Lead

Legacy Officer

Paraplanner / Technical Planner Financial Services

Sales Development Co-ordinator

Client manager

Finance & Operations Manager/Executive PA

Protection Advisor (Self-Employed)

Associate

Accountant Client manager

I want to receive the latest job alerts for adviser in worstead, nfk

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