Are you looking for an exciting new challenge where you can make a real impact? Do you thrive on building relationships, advising clients, and working in a fast-paced, supportive environment?
We have an exciting opportunity to join our team at Waddle as a Business Protection Advisor. In this role, you'll play a crucial part in helping businesses protect what matters most, while providing professional, tailored advice. Whilst working closely with internal teams, you'll ensure every client receives transparent, compliant, and high-quality guidance.
If you're enthusiastic, ambitious, and eager to grow your career in the financial sector, Waddle is the place for you.
The Role
As a Business Protection Advisor, you will be responsible for advising business clients on their protection needs, completing fact-finds, and managing policies from start to finish. You'll maintain strong relationships with clients and proactively identify opportunities for growth, while always adhering to compliance and regulatory standards.
You will advise on shareholder protection, key person cover, executive income protection, relevant life and group risk. Clients are taken on an educational journey, helping them understand the risks they face, the options available, and how protection can be used strategically to support both the business and its people.
We don't offer price-led personal protection; instead, each solution is tailored to individual needs and requirements, with a strong focus on building meaningful, long-term relationships. You will be part of a firm that treats protection as a strategic commercial solution, not an add-on.
Key Responsibilities
Complete business protection fact-finds accurately and responsibly.
Collect and verify all policy documents through Waddle-approved systems.
Provide advice and recommendations in the client's best interest, fully documented and compliant.
Stay up to date with CPD, regulatory requirements, and product knowledge.
Proactively develop new business and nurture existing client relationships.
Adhere to all compliance scripting and internal processes.
Build employee benefits packages with business owners.
To be able to confidently present solutions to directors and key decision makers
Manage renewals and long term client relationships
Contribute to the continued growth and success of the BP team and the company
Demonstrate an excellent telephone manner, communicating confidently and professionally with clients and colleagues
Deliver advice and support primarily through telephone and Microsoft Teams-based interactions
About You
Proven experience in protection and business protection is essential.
Highly organised and detail-oriented.
Strong communication and relationship-building skills.
Results-driven with a proactive approach to identifying opportunities
Motivated, ambitious, and committed to professional development
Be able to work collaboratively through best shared practice
Speaking with high networth individuals
Commercially minded
RO5 desirable
What We Offer
Experience based salary with a rewarding and competitive commission structure
A supportive, collaborative, and dynamic team culture.
Ongoing training and development, including professional qualifications.
A structured career path with opportunities for progression.
About Waddle
Waddle is a fast-growing life and protection insurance company with over twelve years of experience in the industry. Renowned for our client-first approach and unique processes, we've built a strong reputation within the insurance sector for delivering a trusted, high-quality service.
Our commitment to doing the right thing has earned industry-wide recognition, including Intermediary of the Year 2025, Outstanding Customer Outcome at Legal & General's 2025 Business Awards, and Cover's Excellence in Customer Service Award - achievements that reflect the expertise, professionalism, and values of our team.
Over the past seven years, we've continued to expand, now proudly operating from two offices in the heart of the Uplands, Swansea, with a talented and ever-growing team of 50 professionals. At Waddle, we believe that our people are our greatest asset. That's why we invest heavily in training and development from day one. Our comprehensive training programme begins as soon as you join and continues throughout your career with us. You'll have access to a mix of in-house and external learning opportunities, including the chance to gain professionally accredited qualifications such as CIPD, ILM, CeMAP, and R05.
Our Culture
We've built a workplace culture that's collaborative, inclusive, and supportive, where every voice is heard, and every contribution matters. We take pride in maintaining a warm and friendly atmosphere, one that encourages both professional growth and personal wellbeing.
Both of our offices are proudly dog friendly, our four-legged friends bring smiles to the team and help make every day a little brighter (you can even meet them on our website!).
What to Expect When You Join Us
Become part of a vibrant, collaborative team where ideas and creativity are encouraged across all departments.
Receive one-to-one mentoring as you learn your role, with continuous training to keep your knowledge up to date.
Enjoy an exciting career path, with clear opportunities to progress into senior roles.
Contribute to live projects and make an impact from day one.
Join a social and active workplace that genuinely cares about employee wellbeing.
Why Work for Us
At Waddle, we go beyond the standard perks, we focus on making work enjoyable, rewarding, and meaningful.
Here's what you can look forward to:
Staff Away Days - Our legendary team days are a highlight of the year! We split into two teams and take on fun challenges like paintballing, zorb football, and hiking up Pen Y Fan.
Dog-Friendly Offices - A variety of office pups brighten our days and keep morale high.
Regular Home-Cooked Meals - From summer BBQs to homemade curries and baking sessions, we love great food and good company.
Comprehensive Training & Development - All training is fully funded by Waddle, supporting your growth both within and beyond the company.
Job Types: Full-time, Permanent
Pay: From 35,000.00 per year
Benefits:
Company events
Discounted or free food
Health & wellbeing programme
On-site gym
Work authorisation:
United Kingdom (required)
Work Location: In person
Beware of fraud agents! do not pay money to get a job
MNCJobs.co.uk will not be responsible for any payment made to a third-party. All Terms of Use are applicable.