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Hnw/ private client account handler

Fareham
Pavilion Recruitment Solutions
Client account handler
Posted: 8 September
Offer description

Overview

We’re working with a respected insurance brokerage seeking a Private Client Account Handler to join their High Net Worth team, supporting the business's high performing Executives. This role offers the chance to manage your own portfolio of high-value clients while supporting your career development with full CII qualification support.


Responsibilities

* Manage renewals, MTAs, and new business for HNW clients
* Provide tailored cover across homes, motor, fine art, jewellery, and collectibles
* Deliver exceptional service, ensuring high client retention
* Work closely with colleagues across Claims and Commercial


About You

* Experience in Private Client / MNW / HNW
* Strong relationship management and customer service skills
* Knowledge of FCA compliance
* Progressing towards CII qualification (or keen to start)


What’s on Offer

* Support with qualifications and career progression.
* Collaborative, professional team environment.

Apply now to take the next step in your Private Client career.


Seniority level

* Associate


Employment type

* Full-time


Job function

* Business Development


Industries

* Insurance
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