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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 closely with a team of Mortgage Advisers to generate mortgages and identify secondary needs for protection insurance
  • 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