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: Julie Brooklyn, Chief People Officer


Portfolio Policies Red Car Gold Jet 2

“We've been very impressed by your hands-on approach and your pro-activity”

S Criterion


Ready to work with us?

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

What's Covered?

Monthly Payments
Cancel Anytime
Benchmark Us
Quote within 24 hrs

About La Playa Private Client

Specialist & Independent

Specialist & Independent

La Playa Private Client creates a safe space for you to live life to the full, enjoying your family, friends, and assets wherever you are in the world - without worry or hassle.

We can make sense of all your insurance needs - property, yachts and superyachts, high-performance and classic cars, private jets, art, wine and jewellery collections – and your liabilities too. We can pull multiple assets together on a single “portfolio” policy – or if you prefer, take care of each item separately. 

Amid the impersonal and automated world of large insurance corporations, La Playa provides a refreshingly boutique-style service, with individual advice, and cover based on in-depth understanding of your specific situation. After a detailed and confidential review of your needs and priorities, we’ll structure your insurance arrangements so you know you and your family are protected, come what may.  

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
Photo from Private Client
Photo of Mark Boon ACII

Mark Boon ACII


Direct Dial:


Twitter: @MarkBlaplaya