At a Glance
- Tasks: Help high-net-worth clients with tailored insurance solutions and build lasting relationships.
- Company: Join a boutique brokerage in London, specialising in HNW mortgages and insurance.
- Benefits: Enjoy a competitive salary, commission, private healthcare, and flexible holidays.
- Why this job: Work in a supportive culture with uncapped earning potential and meaningful client impact.
- Qualifications: 3+ years as a Protection Adviser with expertise in life and critical illness insurance.
- Other info: Be part of a close-knit team led by an industry expert focused on your growth.
The predicted salary is between 24000 - 42000 £ per year.
Location: West End, London (Directly Authorised firm)
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.
Protection Broker (Life, CIC, ASU) employer: Pure Resourcing Limited
Contact Detail:
Pure Resourcing Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Broker (Life, CIC, ASU)
✨Tip Number 1
Network with professionals in the high-net-worth (HNW) sector. Attend industry events, seminars, or workshops where you can meet potential clients and other brokers. Building relationships in this niche market is crucial for success.
✨Tip Number 2
Stay updated on the latest trends and products in life insurance and critical illness cover. Subscribe to industry publications or join relevant online forums to enhance your knowledge and demonstrate your expertise during interviews.
✨Tip Number 3
Prepare to discuss your previous successes in delivering tailored solutions for clients. Have specific examples ready that showcase your ability to build trust and maintain long-term relationships with HNW clients.
✨Tip Number 4
Research the brokerage thoroughly before your interview. Understand their values, culture, and the specific services they offer. This will help you align your answers with what they are looking for and show your genuine interest in joining their team.
We think you need these skills to ace Protection Broker (Life, CIC, ASU)
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 expertise in life insurance, critical illness, and family protection products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing exceptional service. Mention specific examples of how you've built trust-based relationships with clients and delivered tailored solutions.
Highlight Relevant Experience: In your application, clearly outline your minimum of 3 years’ experience in the field. Include any achievements or recognitions that demonstrate your commitment and reliability in the role.
Showcase Your Knowledge: Demonstrate your understanding of market trends and regulatory updates in your application. This will show the employer that you are proactive and well-informed, which is crucial for a Protection Broker.
How to prepare for a job interview at Pure Resourcing Limited
✨Showcase Your Expertise
Make sure to highlight your experience in life insurance, critical illness, and family protection products. Be prepared to discuss specific cases where you've successfully tailored solutions for high-net-worth clients.
✨Demonstrate Relationship Building Skills
Since the role focuses on building trust-based relationships, share examples of how you've developed long-term connections with clients. Emphasise your personable approach and ability to understand client needs.
✨Stay Informed on Market Trends
Research current market trends and regulatory updates related to protection products. Being knowledgeable will not only impress the interviewers but also show your commitment to providing the best advice to clients.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company's culture, support systems, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.