High-net-worth client exposure | Established brokerage | Study support provided | Long-term career development
If you’re an Insurance Broker looking to manage a quality client portfolio rather than chase volume, this opportunity offers exposure to high-net-worth and mass affluent clients within a well-established brokerage environment. You’ll handle renewals, new business and client relationships, with the chance to broaden your experience through some commercial insurance exposure.
This is a role where service standards matter and technical development is encouraged. You’ll have ownership of your portfolio, support from experienced colleagues, and the opportunity to build specialist expertise across personal lines while gaining wider market exposure.
Package & Benefits
• Salary £30,000–£35,000+ per annum, depending on experience.
• Annual bonus circa £3,000.
• 25 days’ holiday plus bank holidays.
• Annual salary review process.
• Full study support for Cert CII / Dip CII qualifications.
• Monday to Friday, 9:00am–5:00pm working hours.
About the Company
You’ll be joining a long-established insurance brokerage that combines strong market reputation with a modern, collaborative culture. Backed by a wider group, the business offers stability, structured support, and a genuine focus on client retention and service quality.
Key Responsibilities
• Manage a portfolio of personal lines clients including high-net-worth and mass affluent accounts.
• Handle renewals, mid-term adjustments and new business enquiries while maintaining strong retention levels.
• Build trusted client relationships and provide tailored insurance solutions across home, motor and lifestyle risks.
• Support selected commercial renewals where required, adding broader market exposure.
About You
• Experience as an Insurance Broker, Personal Lines Broker or Account Handler within an insurance brokerage.
• Knowledge of high-net-worth, mid-net-worth or wider personal lines insurance products.
• Familiarity with Acturis or a similar insurance broking system.
If you’d like to explore this opportunity, even if your CV isn’t fully up to date, we’d love to speak with you. Contact Fintelligent for more information or a confidential discussion.
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