At a Glance
- Tasks: Work with high-net-worth clients to provide tailored 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, seminars, or workshops where affluent individuals gather. Building relationships in these circles can lead to referrals and opportunities.
✨Tip Number 2
Showcase your expertise in bespoke protection solutions. Engage in discussions on platforms like LinkedIn about trends in life insurance and protection products tailored for HNW clients to position yourself as a knowledgeable adviser.
✨Tip Number 3
Research the brokerage's values and culture. Understanding their approach to client relationships and service will help you align your conversations during interviews, demonstrating that you are a perfect fit for their team.
✨Tip Number 4
Prepare to discuss your previous successes with HNW clients. Be ready to share specific examples of how you've provided tailored solutions and built trust, as this will highlight your suitability for the role.
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: Write a cover letter that showcases your passion for working with HNW clients. Discuss your understanding of their unique needs and how your expertise in life insurance and protection products can benefit them.
Highlight Relevant Experience: In your application, focus on your minimum of 3 years’ experience in the field. Provide specific examples of how you've built trust-based relationships and delivered tailored solutions to clients.
Showcase Your Professionalism: Demonstrate your professional and personable approach throughout your application. Use language that reflects your commitment to exceptional customer service and your ability to collaborate effectively with teams.
How to prepare for a job interview at Pure Resourcing Limited
✨Understand the HNW Clientele
Familiarise yourself with the unique needs and expectations of high-net-worth clients. Be prepared to discuss how your previous experience aligns with providing bespoke protection solutions tailored to their specific circumstances.
✨Showcase Your Consultative Approach
Demonstrate your consultative skills by discussing past experiences where you successfully built trust-based relationships. Highlight how you prioritise customer service and tailor your advice to meet individual client needs.
✨Stay Informed on Industry Trends
Research current market trends, products, and regulatory updates relevant to life insurance and protection products. Being knowledgeable will not only impress your interviewers but also show your commitment to staying ahead in the industry.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company's culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.