HNW Broker

HNW Broker

City of London Full-Time 42000 - 60000 £ / year (est.) No home office possible
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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 structure, 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 and family protection products.
  • Other info: Opportunity for uncapped earnings and personal growth in a collaborative environment.

The predicted salary is between 42000 - 60000 £ per year.

Location: West End, London (Directly Authorised firm)

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.

HNW Broker employer: Pure Resourcing Limited

Join a boutique brokerage in the heart of West End, London, where exceptional service and client relationships are at the forefront of our mission. We offer a supportive work culture that prioritises professional growth, with comprehensive back-office assistance and a flexible holiday scheme, allowing you to focus on building your client base while enjoying uncapped earning potential. This is an unparalleled opportunity for experienced Protection Advisers to thrive in a collaborative environment led by industry experts dedicated to your success.
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Contact Detail:

Pure Resourcing Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land HNW Broker

✨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, sharing insights about life insurance and critical illness products tailored for HNW clients. This positions you 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 conversation during interviews, demonstrating that you’re 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 HNW Broker

Consultative Selling Skills
Customer Service Excellence
Relationship Management
Life Insurance Expertise
Critical Illness Insurance Knowledge
Family Protection Solutions
Income Protection Understanding
Market Trend Awareness
Regulatory Knowledge
Tailored Solution Development
Strong Communication Skills
Attention to Detail
Client Satisfaction Focus
Team Collaboration

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

✨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 HNW clients in the past.

✨Demonstrate Relationship Building

Highlight your experience in building strong, trust-based relationships. Discuss specific instances where you have maintained long-term client satisfaction and how you approach client interactions with a personable touch.

✨Stay Informed on Industry Trends

Be prepared to discuss current market trends, products, and regulatory updates relevant to protection insurance. This shows your commitment to staying informed and your dedication to providing the best service possible.

✨Align with Company Values

Research the brokerage's culture and values before the interview. Be ready to explain how your professional approach aligns with their focus on collaboration, professionalism, and client-centric service.

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