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    • Estate Planning & Protection Adviser | Salary £30,000-£35,000 (OTE £50,000- £90,000) | No Weekends | All Leads Provided | No Cold Calling*.
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Job Post Details

Estate Planning & Protection Adviser | Salary £30,000-£35,000 (OTE £50,000- £90,000) | No Weekends |
Dunham McCarthy Ltd
Stafford ST17 4AG
•
Hybrid work
£30,000 - £90,000 a year
Full-time
Apply now

Job details

£30,000 - £90,000 a year
Employee discount, Life insurance, Free parking, Company pension, Cycle to work scheme, Free flu jabs, Company events, Transport links
Full-time
No weekends
Hybrid work in New Garden Street, Stafford ST17 4AG

Full job description

Estate Planning & Protection Adviser | Salary £30,000-£35,000 (OTE £50,000- £90,000) | No Weekends | All Leads Provided | No Cold Calling

Award-winning legal and financial services firm, as featured on the BBC and Channel 4

Salary: £30,000 basic (£28,000 during the six-month training and probation period), with earnings of up to £90,000 based on performance and qualifications, plus commission.

Schedule and Location

Office location: Stafford Town Centre: Home Leigh, New Garden Street, Stafford, ST17 4AG

Hours: Full-time, including 3–4 evenings per week. No weekend work.

Hybrid working: Once your initial training is complete, you will be able to split your time between home and the office.

Transport links:

· A 10-minute walk from Stafford railway station, with direct trains to Birmingham city centre and other nearby towns and cities

· Free on-site parking for all employees

The Company

The Dunham McCarthy Group is an award-winning legal and financial services firm. We have held the Legal & General Business Quality Award for four consecutive years (2022, 2023, 2024 and 2025), and we were Mortgage Strategy award winners in 2023 and 2024. Our work has also been featured by the BBC, Channel 4 and GB News.

We have been one of the top ten firms in the PRIMIS Mortgage Network since 2013, and at the 2025 PRIMIS Mortgage Network Awards we were voted both Top Firm and Top Protection Firm. We are proud of our reputation for looking after our clients and for the success of the people who work with us.

Why Join Us?

· Extremely Supportive office culture with zero tolerance for politics or gossip

· Bi-monthly team celebrations, with all expenses paid

· Modern offices in Stafford town centre

· Full training, with the opportunity to gain further qualifications through the Chartered Insurance Institute (CII)

· Progression based on your own merit and the results you achieve

A highly competitive commission structure, paid on top of your basic salary

“Moving to Dunham McCarthy has been truly life-changing. Their protection-first approach and comprehensive training transformed my career and income potential. The quality leads mean I can focus purely on giving great advice rather than prospecting. With the supportive team and clear progression pathway, this isn't just a job change - it's a complete career transformation.

For ambitious advisers ready to embrace protection and take their career to the next level, there's no better place to be.” – Current Senior Associate at DM Group

About the Role

We are looking for an Estate Planning & Protection Adviser to join our team in Stafford. You will help clients plan for their future, mainly through wills and estate planning, alongside life insurance and critical illness cover.

Previous experience in financial services is not required, as full training is provided. Every client you meet has booked their appointment and knows what it is about, so there is no cold calling. As a result, around 80% of our appointments convert.

As an Estate Planning & Protection Adviser, you will be responsible for:

· Meeting clients at pre-booked appointments

· Carrying out a thorough fact-find to understand each client's circumstances

· Providing advice on wills and estate planning

· Arranging life insurance and critical illness cover suited to each client's needs

· Keeping accurate and detailed records of client information

· Building long-term relationships with clients and maintaining a high standard of service

Experience

· Previous financial services experience is not required

· At least one year of sales experience is preferred, but not essential

What Will Make You Successful Here

· A strong work ethic and a genuine drive to succeed

· Excellent organisation and careful record-keeping

· A professional manner with every client

· A real interest in learning and developing your knowledge

· The ability to build trust and rapport with clients

· A desire to build a long-term career as a trusted adviser

This Role Would Not Suit

· Anyone looking for a daytime-only role, as 3–4 evenings per week are required

· Anyone uncomfortable with earnings that are partly based on performance

· Anyone unwilling to commit to our training programme and established process

· Anyone who does not enjoy detailed administration and record-keeping

Compensation and Benefits

· Basic salary: £30,000 (£28,000 during the six-month training and probation period)

· Earning potential of up to £90,000, based on performance and qualifications

· Commission paid on top of basic salary

· Company pension scheme

· Employee discount

· Free on-site parking

· Bi-monthly company funded team events

Full details of the commission structure will be discussed at interview.

Training and Development

· An intensive two-month training programme in estate planning and protection

· A six-month probation period, with support throughout

· Continued support and development once your training is complete

· The opportunity to work towards further qualifications with the Chartered Insurance Institute (CII)

How to Apply

If you would like to build a career helping clients plan for their future, we would be pleased to hear from you. Please send your CV and a cover letter to Rachael.Holden@dunham-mccarthy.co.uk.

Pay: £30,000.00-£90,000.00 per year

Benefits:

  • Cycle to work scheme
  • Free flu jabs
  • On-site parking

Work Location: In person

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