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: Julie Brooklyn, Chief People Officer julie.brooklyn@laplaya.co.uk

NO AGENCIES PLEASE

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“I just want to say what a great service I have had from La Playa Wealth around my pension that I have finally got round to thinking about seriously! You've been incredibly thorough and had the patience of saints. Thanks to you I feel a lot more confident about the years ahead!”

Ann C

 

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

What's Covered?

Proactive advice
Clarity of vision
Real service
Confidential

About La Playa Wealth

Specialist & Independent

La Playa’s intelligent approach to financial services is founded on absolute integrity, an in-depth understanding of our clients, a high calibre team of advisers and a commitment to excellence in service.

Investing with Intelligence

  • Proactive advice: tapping into the intellectual capital of a Chartered Wealth Manager - your financial ‘life coach’
  • Clarity of vision: with cashflow modelling to show how and when you will reach your objectives
  • Real service: a regular, rigorous review of your plan - not just ‘service by mail’; and quarterly market insights and commentary
  • Real commitment: a long-term, personal relationship with face to face meetings - spending time with you to really understand your priorities

Together with our sister company La Playa Ltd, we offer a joined-up approach, with insurance and other financial services all under one roof. 

Get in touch - our initial consultation is free, and it could be the best move you make this year.

Photo from Wealth
Photo of Mark Boon ACII

Mark Boon ACII

CEO

Direct Dial:

Email: mark.boon@laplayainsurance.com

Twitter: @MarkBlaplaya