Protection Broker (Life, CIC, ASU)

Pure Resourcing Limited; City Of London; On-site; GBP 35,000 - 60,000; Full time

Job summary

A boutique Mortgage & Insurance brokerage in London seeks an experienced Protection Adviser to provide tailored solutions for high-net-worth clients. The role involves advising on life insurance and family protection, with a focus on building lasting relationships. A competitive package includes a salary of £35k, commission opportunities, and benefits like private healthcare. Join a supportive team dedicated to your success.

Benefits

Private healthcare

Company pension

Flexible holiday scheme

Comprehensive back-office assistance

Qualifications

• Minimum of 3 years' experience as a Protection Adviser / Protection Broker.
• Proven track record of delivering tailored solutions and maintaining client satisfaction.
• Stable career history, reflecting commitment and reliability.

Responsibilities

• Offer bespoke advice on a range of protection products.
• Build strong, trust-based relationships with clients.
• Collaborate with the mortgage team for comprehensive services.
• Review and update client protection plans as needed.
• Stay informed on market trends and regulatory updates.

Skills

Experience with high-net-worth clients

Expertise in life insurance

Critical illness and family protection knowledge

Relationship management

Job description

Overview

Protection Adviser / Protection Broker

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.