Are you a Protection Broker looking to retire or exit from Financial Services and sell to a specialist protection brokerage

The Company

Our client company was established in 2016 with offices based in Greater Manchester. They have a team of telesales protection advisers with a turnover of circa £2m per annum.

The firm are rated 4.9 stars on Trustpilot by their clients for excellent customer service.

They utilise some of the UK’s largest protection providers, ensuring best advice and value for money. These include Vitality Life, LV, Aviva, Scottish Widows, L&G, Royal London and Guardian.

They offer a range of protection products covering all eventualities and offer ongoing advice and never charge a separate fee.

They helped provide over £300m in protection to their clients in 2020.

They are seeking to grow through acquisition as well as organically and from marketing initiatives.

Client Bank Sale

This is ideal if:

  • You are considering retirement
  • You want a fair and highly competitive price for your client bank
  • You would like a structured, simple handover that is sensitive to your clients
  • You only want to deal with a financially sound and highly reputable protection specialist
  • You want your clients to be looked after by trusted advisers as demonstrated by over 1300 clients providing 5-star reviews

Value

By negotiation

Benefits

  • Specialist Protection Brokers who have been set up for the last 7 years and have over 15 years’ experience in this field

Criteria

  • You must be a Protection Broker who has developed strong relationships with clients for potential rebroking
  • Minimal clawbacks on indemnity income

Locations

Nationwide

Call us now on 0208 0044 162 or click Apply

Liability and Disclaimer

The information contained in our advert including any valuation calculations and percentage of up front and deferred payments are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.