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For Companies At a Glance
- Tasks: Provide tailored financial advice to high-net-worth clients and build lasting relationships.
- Company: Respected financial services firm in Greater London with a consultative approach.
- Benefits: Competitive salary, achievable commission structure, and strong professional development opportunities.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Experience in Life Insurance or Protection advice and commitment to ethical practice.
- Other info: Join a dynamic team focused on client relationships over transactions.
The predicted salary is between 43200 - 72000 £ per year.
A respected financial services firm in Greater London seeks a Mid-Senior level professional to join their consultative mortgage division. This full-time role focuses on providing tailored advice to high-net-worth clients, emphasizing long-lasting relationships over transactions.
Ideal candidates will have experience in Life Insurance or Protection advice and a commitment to ethical practice. The position offers a competitive salary, an achievable commission structure, and strong professional development opportunities.
Senior Protection Advisor for High-Net-Worth Clients employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Protection Advisor for High-Net-Worth Clients
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work with high-net-worth clients. A personal introduction can make all the difference in landing that Senior Protection Advisor role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of life insurance and protection advice. We want to see you confidently discuss how you can build long-lasting relationships with clients, so practice articulating your approach.
✨Tip Number 3
Showcase your ethical practice commitment during interviews. Share examples of how you've prioritised client needs over transactions in the past. This will resonate well with the firm's values and set you apart from other candidates.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior Protection Advisor for High-Net-Worth Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Life Insurance or Protection advice. We want to see how your background aligns with the needs of high-net-worth clients, so don’t hold back on showcasing your relevant skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing tailored advice and building long-lasting relationships. We love seeing genuine enthusiasm for the role!
Showcase Ethical Practice: Since we value ethical practice, make sure to mention any experiences or principles that demonstrate your commitment to integrity in financial services. It’s a big deal for us and will set you apart from other candidates.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at CareerStone
✨Know Your Stuff
Make sure you brush up on your knowledge of life insurance and protection advice. Be ready to discuss specific products and how they can benefit high-net-worth clients. This shows that you’re not just familiar with the basics but can provide tailored advice.
✨Build Rapport
Since this role emphasises long-lasting relationships, practice building rapport during your interview. Use active listening skills and engage with the interviewer by asking insightful questions about their approach to client relationships.
✨Show Your Ethical Side
Prepare examples that demonstrate your commitment to ethical practice in financial services. Discuss situations where you prioritised a client's best interests over a quick sale, as this aligns with the firm's values.
✨Highlight Professional Development
Express your enthusiasm for professional growth. Share any relevant courses or certifications you’ve pursued and how they’ve prepared you for this role. This shows that you’re proactive and invested in your career.
