Wholesale FI Broker

Wholesale FI Broker

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead complex client accounts and manage renewals in a dynamic financial environment.
  • Company: Join a thriving London-based team at Lockton, a leader in financial services.
  • Benefits: Enjoy a collaborative culture, ongoing training, and opportunities for career growth.
  • Why this job: Accelerate your career while working with diverse global clients in a high-performing team.
  • Qualifications: Experience in Wholesale Financial Lines and excellent communication skills are essential.
  • Other info: Participate in strategic planning and contribute to innovative insurance solutions.

The predicted salary is between 43200 - 72000 £ per year.

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We are hiring for a Wholesale Financial Institutions Broker to join our growing London-based team. In this role, you will support and lead on complex client accounts, manage renewals, and play an integral part in the continued success and growth of our Wholesale Financial Institutions (FI) division.

You’ll work with a diverse global client portfolio, across banking and non-traditional banking financial institutions. This is an exciting opportunity to accelerate your career within a collaborative, high-performing team of financial lines specialists.

Key Responsibilities

  • Collaborate in strategic planning and business development initiatives, including building a new business pipeline.
  • Design, place, and provide expert advice on insurance programme solutions for wholesale clients in line with Lockton’s compliance framework and client-specific requirements.
  • Resolve client queries efficiently and accurately.
  • Manage and monitor your renewal portfolio, ensuring timely invitations and submissions.
  • Support the preparation of RFP responses, presentations, and renewal strategies.
  • Produce, review, and execute compliant quotation documents for international offices, the Global Partner Network, and independent brokers.
  • Support the maintenance and updating of wording, clauses, and template libraries.
  • Prepare comprehensive market submissions and liaise with insurers and clients as required.
  • Actively participate in internal team meetings and knowledge-sharing sessions.
  • Participate in client calls and renewal strategy discussions.

About You

  • Experience within Wholesale Financial Lines, and knowledge of relevant insurance markets.
  • Experience in placing multi-jurisdictional and multi-tiered insurance programmes, across key FI insurance lines and industry sectors.
  • Excellent communication skills—both written and verbal—with a professional approach to interacting with clients, underwriters, and colleagues.
  • Highly organized with strong time management skills and the ability to prioritize under pressure.
  • Strong analytical and problem-solving capabilities, including research and investigation skills.
  • Passion for ongoing learning and development, both as a contributor and learner, including participation in internal and external training initiatives.

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Wholesale FI Broker employer: Lockton Companies

Join our dynamic London-based team as a Wholesale Financial Institutions Broker, where you will thrive in a collaborative and high-performing environment. We offer exceptional career growth opportunities, a diverse global client portfolio, and a commitment to ongoing learning and development, ensuring that you are well-equipped to excel in your role. With a focus on innovation and strategic planning, we empower our employees to make a meaningful impact in the financial services sector.
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Contact Detail:

Lockton Companies Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wholesale FI Broker

✨Tip Number 1

Network with professionals in the Wholesale Financial Institutions sector. Attend industry events, webinars, and conferences to meet potential colleagues and clients. Building relationships can give you insights into the company culture and the specific skills they value.

✨Tip Number 2

Familiarise yourself with the latest trends and developments in the financial lines insurance market. Being knowledgeable about current issues and innovations will help you stand out during interviews and discussions with the team.

✨Tip Number 3

Prepare to discuss your experience with multi-jurisdictional insurance programmes. Be ready to share specific examples of how you've successfully managed complex client accounts and resolved queries, as this will demonstrate your capability for the role.

✨Tip Number 4

Showcase your analytical and problem-solving skills by preparing case studies or scenarios where you've had to think critically. This will illustrate your ability to handle the responsibilities outlined in the job description effectively.

We think you need these skills to ace Wholesale FI Broker

Wholesale Financial Lines Expertise
Insurance Market Knowledge
Client Relationship Management
Strategic Planning
Business Development
Insurance Programme Design
Compliance Framework Understanding
Renewal Portfolio Management
RFP Preparation
Presentation Skills
Quotation Document Execution
Market Submission Preparation
Communication Skills
Time Management
Analytical Skills
Problem-Solving Skills
Research and Investigation Skills
Adaptability
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in Wholesale Financial Lines and showcases your knowledge of insurance markets. Use specific examples that demonstrate your ability to manage complex client accounts and your success in business development.

Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the company. Mention your experience with multi-jurisdictional insurance programmes and how your skills align with the key responsibilities outlined in the job description.

Highlight Communication Skills: Since excellent communication is crucial for this role, ensure you provide examples of how you've effectively interacted with clients, underwriters, and colleagues in previous positions. This can be included in both your CV and cover letter.

Showcase Analytical Abilities: Demonstrate your strong analytical and problem-solving skills by including specific instances where you've successfully resolved client queries or contributed to strategic planning initiatives. This will help you stand out as a candidate who can thrive in a high-performing team.

How to prepare for a job interview at Lockton Companies

✨Showcase Your Industry Knowledge

Make sure to brush up on your knowledge of the Wholesale Financial Lines sector. Be prepared to discuss recent trends, challenges, and opportunities within the industry, as well as how they relate to the role you're applying for.

✨Demonstrate Your Problem-Solving Skills

Prepare examples from your past experience where you've successfully resolved complex client queries or managed challenging situations. This will highlight your analytical abilities and show that you can think on your feet.

✨Highlight Your Communication Skills

Since excellent communication is key in this role, practice articulating your thoughts clearly and professionally. Consider preparing a brief pitch about your experience and how it aligns with the company's goals.

✨Prepare for Team Collaboration Questions

Expect questions about teamwork and collaboration, as this role involves working closely with others. Think of specific instances where you've contributed to a team project or helped foster a collaborative environment.

Wholesale FI Broker
Lockton Companies
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  • Wholesale FI Broker

    London
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-08-24

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    Lockton Companies

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