Head of Retail Broking (Portfolio Manager)
43336
We’re working with a high-performing advisory business that’s now entering a pivotal new phase – creating a retail broking division within one of the world’s largest specialty insurance groups. This is not a traditional broker role; it’s an opportunity to shape and lead a new proposition from the ground up.
Born out of a market-leading transactional risk advisory firm, the business has carved out a strong niche within private equity and M&A. With significant backing from a major global insurance group, they’re now expanding to position themselves alongside the industry’s most established global intermediaries.
Not only will this role be advocating the brand and educating the market on what our client has to offer, but also building and bolstering the team to support it.
The vision is clear:
To build a modern, advisory-led retail broker that leads with M&A and financial institutions expertise – using deal activity as the entry point to create multi-class, full-service client relationships.
As Head of Retail Broking/Portfolio Manager , you’ll:
- Define and execute the retail strategy, establishing the structure, culture, and commercial focus of a new team
- Build relationships across private equity, financial institutions, and corporate clients, leveraging transactional risk as a growth engine
- Recruit and mentor a small, high-calibre team of relationship leads and portfolio managers
- Collaborate across the wider specialty group to align resources and create joined-up solutions
- Act as a market-facing leader, driving business development and embedding an advisory mindset at every level
You’ll bring:
- Deep experience within financial institutions, corporate broking, or M&A insurance
- A strong network and credibility at senior client level
- Entrepreneurial drive and the confidence to build a new proposition within a large, well-funded group
- A collaborative and advisory mindset – more consultant than broker
This is a rare opportunity to create something lasting – a legacy business designed to redefine what retail broking can look like in today’s market.
? For a confidential discussion, contact Jordan McKenna at Bruin Financial
Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.
Recommended Jobs
Year 1 Teacher - Rainham
We are seeking a passionate, enthusiastic, and experienced Year 1 Teacher to join a welcoming and inclusive primary school in Rainham, starting as soon as possible. This is a fantastic opportunity fo…
Regional Lead, Activation
About WPP Media WPP is the trusted growth partner for the world’s leading brands. With exceptional talent, trusted data and intelligence, and world-class partnerships – all united by our pioneer…
School Business Manger - Bexley
An ambitious Bexley primary seeks a highly organised and strategic School Business Manger to lead school operations from January 2026. The successful School Business Manger (SBM) will join senior lea…
Junior Designer
Join Our Values-Driven Team EMJ is a values-driven company, first and foremost. We’re looking for ambitious individuals who take ownership of their professional growth. If you’re goal-oriented and…
Band 7 Locum Mammographer - Buckinghamshire
Locum Mammographer Band: 7 Location: Buckinghamshire Pay Rate: £25.00 to £30.00 p/h Shift: Full time/ Part time hours Start date: ASAP About the role: An exciting opportunity …
Pottery Café Assistant (Royal Wharf)
Position Overview: We are seeking a friendly, proactive, and reliable Pottery Cafe Assistant to join our front-of-house team. This role is perfect for someone who enjoys working with people, thr…
Senior Mechanical Engineer
Company Description We are seeking an experienced Mechanical Engineer to design battery energy storage systems. This includes the primary and secondary structures, control panels, HV and LV sub-sy…
Need help to clean and optimize my computer
My computer has been running very slowly lately, and I think it needs a thorough cleaning and optimization. I would like someone who can remove unnecessary files, clean up the system, and possibly che…
Senior Product Manager (f/m/d) (Hiring Immediately)
About the opportunity We are looking for a Senior Product Manager to help build capabilities that enable personalization and optimization at scale. This role focuses on shaping foundational system…
Personal Advisor - Leaving Care Service (SO2)
Job Category : Social Care – Unqualified Location : Thomas Hardy House, Enfield Council Hours Per Week : 36.00 Start Date : Immediate Start Start Time : 09:00 End Time : 17:00 Salary: …