Were working with a respected independent insurance broker in Finchley, London, seeking an experienced Private Clients / High Net Worth Account Handler to join their established team. This is an excellent opportunity to work with High Net Worth (HNW) clients, providing bespoke insurance solutions and exceptional service in a professional and supportive environment.
The role is office-based and offers a competitive salary between £37,500 and £50,000, depending on experience and qualifications. Cert CII or equivalent insurance qualifications are preferred.
The Role Youll be responsible for managing a portfolio of HNW private clients, delivering tailored insurance advice and ensuring their cover is expertly maintained.
Your day-to-day will include:
Acting as the main point of contact for client enquiries and renewals
Managing policy documentation, endorsements, and certificates
Negotiating with underwriters to secure the best possible terms
Conducting risk assessments and advising clients on coverage improvements
Maintaining compliance with industry regulations and company standards
Supporting business growth through cross-selling and relationship management
About You To succeed in this role, youll bring:
Proven experience within Private Clients or HNW Insurance
Strong knowledge of insurance products, underwriting principles, and industry regulations
Excellent communication and relationship-building skills
High attention to detail and accuracy in documentation
Proficiency in Acturis and Microsoft Office
Cert CII qualification (or progress towards it) is preferred
Whats On Offer Competitive salary of £37,500 £50,000, depending on experience
Office-based role in a well-connected London location
A collaborative, professional team environment
The chance to work with prestigious HNW clients and premium insurers
If youre passionate about providing first-class service to high-value clients and want to develop your career with a market-leading brokerage, wed love to hear from you.
Apply now to take the next step in your Private Clients Insurance career.
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