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High Net Worth Insurance Specialist

2 months 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 alongside a large team of Mortgage Advisers to generate mortgages and identify secondary needs for protection insurance
  • Develop and maintain relationships with clients, including HNW and UHNW individuals, to understand their protection insurance needs
  • Collaborate with our partner companies around the world to identify new business opportunities
  • Utilize our comprehensive range of protection products to provide tailored solutions to clients
What We Offer
  • Extensive training and development opportunities to enhance your skills and knowledge
  • Access to the best technology, training, and resources to support your success
  • A fast-paced and vibrant office environment with a dynamic team
  • The opportunity to work with a leading financial advisory network in the UK
Requirements
  • Knowledge of the UK protection insurance market or similar
  • Ability to account manage a team of Capricorn advisers to receive great leads and deliver great results

We are looking for a highly motivated and experienced Protection Adviser to join our team. If you have a passion for providing expert advice and a strong understanding of the protection insurance market, we encourage you to apply.