Home
Wilmslow
Financial broker
High Net Worth Client Account Broker

High Net Worth Client Account Broker

IPS Group

Posted 8 hours ago, valid for 10 days

Wilmslow, Cheshire SK9 4DA

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The position is for a High Net Worth Client Account Broker at a respected independent broker.
Candidates should have a background in personal lines and ideally 2-3 years of experience managing high net worth clients.
The role involves supporting the Private Client Manager with client servicing, administration, and communication.
Strong communication skills are essential, and knowledge of Acturis is preferred but not mandatory.
The salary for this role ranges from £30,000 to £33,000, depending on experience and qualifications.

High Net Worth Client Account BrokerWe’re working with a respected independent broker looking to appoint a Private Client - High Net Worth Account Broker to support the continued growth of their Private Client division. This role will suit someone with a background in personal lines who is confident managing high net worth clients or keen to step into that space.You’ll be supporting the new Private Client Manager with all aspects of client servicing, from administration and mid-term adjustments to client communication and broking. Strong communication skills are essential, as you’ll be speaking with clients directly, meeting with them and building trusted relationships. Some knowledge of Acturis is preferred, and while high net worth experience is ideal, it’s not essential if you bring a solid personal lines background and the right attitude.The role is office based, working closely with a small, collaborative team in a pleasant location with parking and good transport links. This is a replacement role due to internal promotion, so a growing insurance broker with a fantastic professional approach and well known reputation and you have an opportunity to become part of it. A great place to build a lasting career.Salary is £30,000 to £33,000 depending on experience and the qualities you bring.

Apply now in a few quick clicks

High Net Worth Client Account Broker

Commercial Finance Broker

Specialist Finance Mortgage Broker

Specialist Finance Mortgage Broker