At a Glance
- Tasks: Lead and grow a dynamic Protection function within a thriving financial services business.
- Company: Join one of London's fastest-growing financial services firms with a stellar reputation.
- Benefits: Competitive salary up to £80,000, with potential earnings of £150,000 and hybrid working.
- Other info: Entrepreneurial culture with genuine career progression and support for new ideas.
- Why this job: Shape the future of Protection while advising high-net-worth clients and business owners.
- Qualifications: Experience in Personal and Business Protection with strong relationship-building skills.
The predicted salary is between 63000 - 77000 £ per year.
An outstanding opportunity has arisen for an ambitious and commercially minded Protection Adviser to join one of London's fastest-growing financial services businesses and take ownership of its Protection proposition.
This is far more than a traditional advisory role.
You'll be responsible for establishing, developing and growing an entire Protection function within a highly successful financial services group that already works with an extensive portfolio of corporate and private clients.
The business has built an exceptional reputation for delivering a broad range of financial solutions to SMEs, business owners and high-net-worth individuals, including Wealth Management, Employee Benefits, Workplace Pensions, Private Medical Insurance and Commercial Insurance.
Protection represents a major area of future investment, creating a genuine opportunity to build something significant with the full backing of an established and rapidly expanding organisation.
With around 750 London-centric corporate clients already established, you'll benefit from a substantial existing client base and high-quality referral opportunities from day one.
Rather than spending your time generating cold leads, your focus will be on identifying protection opportunities, delivering expert advice and building a market-leading protection proposition.
The Opportunity
Working closely with the senior leadership team, you'll become the technical lead for Protection across the business, advising clients on a broad range of personal and business protection solutions while helping shape the future direction of the division.
You'll have the opportunity to influence strategy, establish best practice, develop introducer relationships and, over time, recruit and lead your own specialist Protection team as the function continues to grow.
This is an excellent opportunity for someone who enjoys an entrepreneurial environment where ideas are encouraged, success is rewarded and genuine career progression is available.
Key Responsibilities
- Provide expert advice across both Personal and Business Protection.
- Advise business owners, company directors and high-net-worth individuals on complex protection planning.
Deliver solutions including
- Key Person Protection
- Shareholder Protection
- Executive Income Protection
- Business Loan Protection
- Family Protection
- High Sum Assured Life Cover
- Trust Planning
- Inheritance Tax Planning
- Develop protection opportunities across an existing portfolio of approximately 750 corporate clients.
- Work closely with colleagues across Wealth Management, Employee Benefits and Commercial Insurance to maximise referrals.
- Build relationships with accountants, solicitors and other professional introducers.
- Maintain outstanding technical and compliance standards.
- Help recruit, mentor and develop future members of the Protection team as the division expands.
About You
Applications are welcomed from experienced Protection professionals who possess both strong technical expertise and commercial awareness.
You'll ideally have
- A proven background advising on both Personal and Business Protection.
- Experience working with business owners, directors and high-net-worth clients.
- Strong knowledge of trusts, underwriting and complex protection planning.
- Excellent relationship-building and communication skills.
- A consultative approach focused on delivering exceptional client outcomes.
- The ambition to build and develop a market-leading Protection function.
- Previous leadership or mentoring experience would be advantageous but is not essential.
What's on Offer?
- Basic salary up to approximately £80,000.
- Realistic On Target Earnings of up to £150,000.
- Hybrid working with two days per week in the Canary Wharf office (with flexibility for the right individual).
- Access to approximately 750 existing corporate clients.
- Genuine opportunity to build and lead a growing Protection division.
- Long-term career progression into a senior leadership position.
- Supportive, entrepreneurial culture where new ideas and innovation are encouraged.
- Excellent long-term earning potential as the business continues its impressive growth.
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Head of Protection in London employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.