Careers

Careers

We're hiring!

Are you a frustrated empire builder with specialist sector knowledge and an entrepreneurial spirit? Or perhaps you’re just feeling unappreciated and taken for granted? Either way, we’d love to hear from you. We currently have opportunities for executives at various levels to build a business in a field you love, with people you can trust. Culture's important to us at La Playa - see how we work together.

With offices in London, New York and Cambridge, La Playa occupies a unique position as a boutique international niche broker in:


 

Financial Adviser – La Playa Wealth

We’re looking for a highly capable Financial Adviser to help develop new business, cultivate internal relationships and to service existing clients.

La Playa Wealth provides Wealth Management and Employee Benefits advice to high net worth Private Clients and Corporate entities alike. Based in London and Cambridge, La Playa Wealth is the sister company of the well-established specialist insurance broker La Playa. 

You will be keen to develop, manage and service customers, providing seamless Wealth Management advice to Private Clients. Other responsibilities include:  

  • Manage a portfolio of clients
  • Grow new and internal business streams
  • Provide corporate financial planning and benefits advice to SMEs, national and multi-national practices group clients
  • Liaise with marketing team on campaigns to develop new business
  • Meet with new and existing clients for reviews and explain the service whilst taking them through the complex corporate financial planning process
  • Work with the para-planning support team to produce clear, technically accurate, compliant and concise financial planning reports for clients, including high level financial plans based on their entire financial position, suitability reports and regular investment review reports
  • Keep up to date with technical and professional development, attend functions and events to build professional relationships and promote the firm
  • Continually develop and keep updated technical knowledge and professional skills
  • Assist in the continual cycle of improving the investment proposition and process
  • Accurate record keeping
  • Liaise with providers
  • Liaise with compliance advisers
  • Smart use of technology to improve processes

We’re looking for…

  • A confident, proactive individual with a high degree of motivation
  • A passion for exemplary client care – with demonstrable track record
  • Excellent questioning and listening skills particularly in uncovering clients’ needs
  • Strong interpersonal skills, with excellent communication (verbal and written) and the ability to build strong, lasting relationships
  • A complete finisher with excellent attention to detail
  • Level 4, Diploma Qualified or Level 6, Chartered or Certified Financial Planner
  • An in depth technical knowledge and understanding of all financial planning areas
  • Excellent compliance record with detailed understanding of the compliance requirements
  • A thorough understanding of client circumstances and how they can affect the advice given
  • Significant experience in comparable roles 

You enjoy working with people and are able to establish great relationships, whether face to face or over the telephone or through social media.  You’re happy when working individually or as part of a team.  Your exceptional communication skills shine through, whether you’re presenting information in written or verbal form. 

Your hunger for success is balanced with a zest for life, and your passion for providing great service, combined with effective use of technology, means that you're well attuned to client needs. Going that extra mile is a natural part of the way you do things.

Rewards include the opportunity to work as part of a dynamic team in a great environment based out at our offices in the hub of Cambridge’s Science and Business Parks, or in the City, London. A competitive salary package includes a performance-linked bonus, contribution to pension and 25 days holiday (plus 8 bank holidays).

For more details or to send your CV, contact: Henry Metcalf, Investment Manager henry.metcalf@laplaya.co.uk

NO AGENCIES PLEASE

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“La Playa: Insurance with Intelligence. Passionate. Discerning. Independent.”

 

Ready to work with us?

You can call us to talk more about your business on +44 (0)1223 200650 or +44 (0)20 3865 0149

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About La Playa Marine

Specialist & Independent

Specialist & Independent

Our Marine team has decades of experience in yacht insurance – we can guide you through the decision-making process, providing personalised risk advice and protecting your precious downtime. We provide a human face to make sense of marine insurance – real people who work with you at your pace, providing as much (or as little) detail as you wish.

But what makes us unusual is our “portfolio” approach, allowing you to combine your marine, home and vehicle insurance needs. This is no “bolt-on”: by streamlining specialist marine insurance with high net worth home and motor cover, we present an overall more attractive risk package to the insurer. This can mean better rates and time savings - just one payment and a single policy anniversary, minimising the possibilities for gaps in cover and maximising your peace of mind.

In-house Wealth Management

We also offer Investments & Pensions and Financial  Planning: a joined up approach with a team of advisers working for your best financial interests - all under one roof.

Advice You Can Trust
…from an expert who understands you

  • Specialist, global policies for affluent lifestyles
  • Independent, specialist advice
  • Boutique–style, luxury service
  • “Can do” culture
  • Worldwide capability: offices in London & New York
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Mark Boon ACII

CEO

Direct Dial:

Email: mark.boon@laplayainsurance.com

Twitter: @MarkBlaplaya