High Net Worth Insurance Specialist

2 days ago

Fulham, Greater London, United Kingdom Capricorn-International Full time
Protection Adviser for High Net Worth Clients

We are seeking a skilled Protection Adviser to join our team at Capricorn Financial, a leading independent mortgage brokerage with a global presence. As a Protection Adviser, you will play a crucial role in providing expert advice to our clients on protection insurance solutions.

About the Role:

  • Work closely with a team of Mortgage Advisers to generate mortgages and identify secondary protection needs.
  • Develop and maintain relationships with clients, including High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals.
  • Collaborate with over 150 top estate agents and property developers to offer advice on the mortgage and house buying process.
  • Access a comprehensive range of protection products across the market through our partnership with Openwork.

What We Offer:

  • Extensive and ongoing training and development opportunities.
  • Access to the best technology, training, and resources.
  • A fast-paced and vibrant office environment.
  • The ability to work with a large team of Mortgage Advisers and generate significant revenue.

Requirements:

  • Knowledge of the UK Protection insurance market or similar.
  • Ability to account manage a team of Capricorn advisers and work with them to receive great leads and deliver great results.

About Capricorn Financial:

We are a leading independent mortgage brokerage with a global presence, specializing in assisting UK and non-UK residents to obtain mortgage financing for their UK property purchases and offering protection insurance to those clients.

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