Hnw/uhnw Life Insurance Adviser/broker

2 weeks ago


City of London, United Kingdom Blakemore Recruitment Full time

Forming an integral part of the Private Wealth team, this broker role will advise a range of clients on their protection needs around succession and IHT planning. They will also advise on personal and keyman covers. Working alongside the Directors withinthe firm, this is an opportunity for those who are looking for the next step in their careers with a view to working towards being part of the senior management team, working within a friendly collegiate team that is widely recognised for its unrivalled expertisein this area.

**ROLE AND RESPONSIBILITIES**
- Manage a substantial and varied workload efficiently and cost-effectively
- Actively participate in business development opportunities such as seminars, presentations, pitches and networking events.
- Identify client opportunities and take appropriate steps to follow through
- Contribute to group knowledge and know-how initiatives

**PERSON SPECIFICATION**
- Ideally Diploma level 4 qualified.
- Having an in-depth knowledge of the life protection market is essential, ideally, but not essentially in the HNW sector
- Knowledge of the personal protection and business protection market would be an advantage
- Have an appropriate knowledge of domestic succession and tax planning
- Take a 'hands on’ approach to managing own files and a broad case load
- Be a pro-active team player, who is also highly self-motivated and able to work on their own initiative
- Be able to build rapport with other professionals and develop an effective working relationship
- Be flexible and willing to go the extra mile


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