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- Tasks: Work with high-net-worth clients to provide bespoke protection insurance solutions.
- Company: Join a boutique brokerage led by an industry expert in HNW mortgages.
- Benefits: Enjoy a competitive salary, commission, private healthcare, and flexible holidays.
- Why this job: Be part of a supportive team that values professionalism and client relationships.
- Qualifications: 3+ years as a Protection Adviser with expertise in life insurance and client satisfaction.
- Other info: Opportunity for uncapped earnings and personal growth in a collaborative environment.
The predicted salary is between 42000 - 60000 £ per year.
This is a HNW, low volume, high value life insurance opportunity. We are looking for someone who is consultative, highly customer service focused, to work with HNW clients to provide bespoke protection insurance solutions (Life, CIC, ASU etc). We are NOT looking for someone who is from a high volume, transactional insurance role.
Are you an experienced Protection Adviser with a passion for working with high-net-worth clients and an eye for exceptional service? Join a boutique Mortgage & Insurance brokerage led by a highly personable industry expert with a wealth of experience in HNW mortgages and financing prime London properties valued at a minimum of £1m+.
This is an unparalleled opportunity to become part of a close-knit team that values professionalism, trust, and the growth of its brokers and clients alike.
About the Role:
As a Protection Adviser, you’ll work closely with HNW clients to meet their insurance needs, including life insurance, critical illness, family protection, and income protection. You’ll collaborate with the team to ensure clients receive holistic, end-to-end financial solutions while building long-term relationships based on trust and expertise.
Key Responsibilities:
- Offer bespoke advice on a range of protection products to suit individual client needs.
- Build strong, trust-based relationships with HNW clients.
- Collaborate with the mortgage team to provide comprehensive financial services.
- Review and update client protection plans as circumstances evolve.
- Stay informed on market trends, products, and regulatory updates.
What We’re Looking For:
- Minimum of 3 years’ experience as a Protection Adviser / Protection Broker.
- Expertise in life insurance, critical illness, and family protection products.
- Professional, personable, and relationship-focused approach.
- Proven track record of delivering tailored solutions and maintaining client satisfaction.
- Stable career history, reflecting commitment and reliability.
What’s on Offer:
- Salary: £35k underpinning for financial security. (Flexible)
- Commission: 35% on banked deals, with substantial earning potential.
- Benefits: Private healthcare, company pension, and a flexible holiday scheme.
- Support: Comprehensive back-office assistance to let you focus on building your client base.
- Environment: A supportive, grown-up workplace culture led by an expert who values collaboration and respect.
Why Join?
This is more than just a role—it’s a chance to work alongside a leader who truly understands the industry and is committed to fostering your success. With flexibility, uncapped earning potential, and a professional yet personable environment, this is the ideal place for ambitious brokers who want to thrive in the HNW mortgage market and the chance to make a meaningful impact on clients’ lives.
Take the Next Step:
If you’re ready to join a trusted and forward-thinking brokerage that puts relationships first, we’d love to hear from you.
Broker insurance employer: Pure Resourcing Limited
Contact Detail:
Pure Resourcing Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Broker insurance
✨Tip Number 1
Network within the high-net-worth community. Attend events or join groups where affluent individuals gather, as this will help you build relationships and gain insights into their specific insurance needs.
✨Tip Number 2
Familiarise yourself with bespoke protection products. Understanding the nuances of life insurance, critical illness cover, and family protection will enable you to provide tailored solutions that resonate with HNW clients.
✨Tip Number 3
Showcase your consultative approach. During interviews or networking opportunities, emphasise your ability to listen and adapt to client needs, demonstrating how you can build trust and long-term relationships.
✨Tip Number 4
Stay updated on market trends and regulatory changes. Being knowledgeable about the latest developments in the insurance sector will position you as a credible adviser and enhance your appeal to potential employers.
We think you need these skills to ace Broker insurance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Protection Adviser, especially your work with high-net-worth clients. Emphasise your consultative approach and any bespoke solutions you've provided in previous roles.
Craft a Compelling Cover Letter: In your cover letter, express your passion for working with HNW clients and your commitment to exceptional customer service. Mention specific examples of how you've built trust-based relationships and delivered tailored insurance solutions.
Showcase Relevant Experience: When detailing your work history, focus on your expertise in life insurance, critical illness, and family protection products. Highlight any achievements that demonstrate your ability to maintain client satisfaction and deliver results.
Research the Company: Familiarise yourself with the brokerage's values and culture. Understanding their approach to client relationships and financial services will help you align your application with what they are looking for in a candidate.
How to prepare for a job interview at Pure Resourcing Limited
✨Showcase Your Consultative Skills
During the interview, emphasise your ability to provide bespoke advice tailored to individual client needs. Share examples of how you've successfully navigated complex situations with high-net-worth clients in the past.
✨Demonstrate Relationship Building
Highlight your experience in building strong, trust-based relationships. Be prepared to discuss specific strategies you’ve used to maintain long-term client satisfaction and how you approach client interactions.
✨Stay Informed on Industry Trends
Make sure to research current market trends and regulatory updates related to protection insurance. Showing that you are knowledgeable about the latest developments will demonstrate your commitment to providing exceptional service.
✨Align with Company Values
Familiarise yourself with the brokerage's culture and values. During the interview, express how your professional approach aligns with their focus on professionalism, trust, and collaboration within a supportive environment.
