Private Client / High Net Worth Broker - Leeds
Private Client / High Net Worth Broker - Leeds

Private Client / High Net Worth Broker - Leeds

England Full-Time 24000 - 36000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a dynamic team as a Private Client Broker, managing high net worth insurance policies.
  • Company: Be part of a successful independent insurance brokerage with chartered status and impressive growth.
  • Benefits: Enjoy hybrid working, a competitive salary, and a comprehensive benefits package.
  • Why this job: This role offers excellent career progression and a supportive work-life balance in a modern office.
  • Qualifications: Experience in private client insurance is preferred; training and support for qualifications provided.
  • Other info: Convenient office location with ample parking and flexibility for your needs.

The predicted salary is between 24000 - 36000 £ per year.

Our client is a hugely successful independent insurance brokerage holding chartered status. They have achieved very impressive organic growth over the last decade and continue to do so. They have a network of Account Executives working across the UK, developing their commercial insurance portfolios.

As a result of this, they have seen a big increase in demand for private insurances including medium and high net worth policies from their commercial clients. They have now created a brand-new job opening within this team, which would suit an individual with private client insurance broking experience; previous HNW experience would be beneficial but is not essential as full training can be provided.

Progress towards professional qualifications would be desirable; our client is very supportive of CII studies. Also, experience using the Acturis system would benefit your application, but again, is not essential as system training can be provided.

This client currently works on a hybrid basis, 3 days in the office and 2 days from home. They are committed to work-life balance and can provide further flexibility if needed. The office is conveniently located, modern, appealing, and has plenty of parking.

This role comes with a salary of up to circa £30k + a comprehensive benefits package. Due to continuing growth and success, our client can provide excellent progression for those looking to develop a long-term career.

For further details please contact Tim Cryer on 01423 313909 or email your CV to.

Private Client / High Net Worth Broker - Leeds employer: Cryer Baker Recruitment Ltd.

Our client is an exceptional employer, offering a supportive work environment that prioritises work-life balance and employee development. With a commitment to professional growth, including support for CII studies, and a modern office located in Leeds with ample parking, this role provides a unique opportunity for individuals seeking a rewarding career in private client insurance broking.
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Contact Detail:

Cryer Baker Recruitment Ltd. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client / High Net Worth Broker - Leeds

✨Tip Number 1

Network with professionals in the insurance industry, especially those who specialise in private client or high net worth broking. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.

✨Tip Number 2

Familiarise yourself with the Acturis system, even if you haven't used it before. There are plenty of online resources and tutorials available that can give you a head start and show your commitment to learning.

✨Tip Number 3

Research the company’s values and recent achievements. Understanding their growth and commitment to work-life balance will help you tailor your conversations during interviews and demonstrate your genuine interest in joining their team.

✨Tip Number 4

Consider pursuing professional qualifications like those offered by the CII. Even if you're not currently enrolled, expressing your intention to further your education in insurance can set you apart as a motivated candidate.

We think you need these skills to ace Private Client / High Net Worth Broker - Leeds

Private Client Insurance Broking Experience
High Net Worth (HNW) Insurance Knowledge
Excellent Communication Skills
Client Relationship Management
Attention to Detail
Negotiation Skills
Understanding of Insurance Products
Sales Skills
Problem-Solving Skills
Time Management
Adaptability
Team Collaboration
Familiarity with Acturis System
Progress towards CII Qualifications

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in private client insurance broking. If you have any relevant achievements or qualifications, such as progress towards CII studies, be sure to include them.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your interest in high net worth policies and how your skills align with the company's needs. Show enthusiasm for the role and the opportunity for professional growth.

Highlight Relevant Experience: If you have experience using the Acturis system, mention it prominently. Even if you don't, emphasise your willingness to learn and adapt, as the company provides training.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.

How to prepare for a job interview at Cryer Baker Recruitment Ltd.

✨Showcase Your Experience

Make sure to highlight your previous experience in private client insurance broking. Even if you don't have specific high net worth (HNW) experience, emphasise your transferable skills and any relevant achievements in your past roles.

✨Familiarise Yourself with Acturis

If you have experience using the Acturis system, be prepared to discuss it during the interview. If not, do a bit of research on it beforehand so you can demonstrate your willingness to learn and adapt to new systems.

✨Express Your Commitment to Professional Development

Since the company supports CII studies, express your interest in pursuing professional qualifications. This shows that you are serious about your career and eager to grow within the industry.

✨Ask About Work-Life Balance

Given their commitment to work-life balance, prepare some questions about how they support this in practice. This will show that you value a healthy work environment and are looking for a long-term fit.

Private Client / High Net Worth Broker - Leeds
Cryer Baker Recruitment Ltd.
Location: England
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