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Permanent

Private Account Handler

London
money-bag 38000.00-38000.00 Annual
3010787608
Posted 2 days ago

Private Clients Account Handler (High Net Worth) Location: Finchley Hybrid considered (3 days office / 2 days remote) Salary: 40k to 50k + bonus DOE A rare opportunity has arisen to join a well-established, family-owned independent broker in North London. With a strong growth trajectory, deep client loyalty, and succession planning in motion, this firm is seeking an experienced Private Clients Account Handler to strengthen its Private Clients team. The Role of the Private Clients Account Handler; Manage a portfolio of discerning HNW clients, ranging from mid-net worth to ultra-high net worth. Place risks across 28 markets, delivering tailored solutions for complex HNW home and valuables. Provide exceptional service that exceeds the expectations of a sophisticated client base. Collaborate within a small team of three, collectively handling approximately £4.5m of premium. Candidate Profile for the Private Clients Account Handler; Prior insurance broking experience, with a strong background in HNW personal lines. Demonstrated exposure to HNW home insurance (HNW motor-only experience not suitable). Excellent client relationship management skills, able to work confidently with high-profile individuals. A proactive, hands-on approach, comfortable within a close-knit, non-corporate environment. The Offering Culture: A supportive, family ethos with loyalty and collaboration at its core. Client-first focus: Service excellence is the hallmark, with exceptional levels of retention. ..... full job details .....

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