Job Title: Account Executive - High Net Worth
Location: Home Based - Office visits M4 Bristol - Reading
Salary: £50,000 - £75,000
Benefits: Equity pathway, bonus structure, flexible working
About the Company:
A fast growing and newly formed brokerage who are already in the process of going directly authorised due to impressive income growth. This broker has realistic and ambitious plans in place, fantastic network and momentum and are looking for like minded entrepreneurial ambitious people to join the company who want to be apart of an exciting journey and work towards a lucrative equity share.
Role Summary:
Youll inherit a small but high-quality book of HNW business from day one, with full access to existing clients and warm leads in the pipeline. From supercars to high-value homes, youll advise on complex private client risks while developing your own book all within a genuinely independent setup that rewards contribution with shares, bonuses, and long-term career growth.
Key Responsibilities:
• Manage a portfolio of HNW clients: Deliver first-class service across household, motor, yacht, and other lifestyle assets
• Build a pipeline of new business: Tap into a warm network and generate your own referrals
• Help shape the private client offering: Bring ideas, contacts, and credibility to a growing division
• Drive toward equity status: If you hit income thresholds, youll earn real ownership in the firm
Requirements:
• Strong technical knowledge of HNW/private client risks
• Proven ability to build and retain trusted client relationships
• Commercial mindset, youre confident bringing in and converting new business
• Entrepreneurial approach, you back yourself to grow within a start-up environment
If this role isnt quite right, its still worth speaking to one of our specialist team - we may be working on something that hasnt hit the market yet.
Related Job Titles: Private Clients Account Executive, HNW Account Handler, Private Client Broker, Personal Lines Executive, Lifestyle Insurance Specialist