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For Companies At a Glance
- Tasks: Manage your own book of business and provide exceptional service to high-net-worth clients.
- Company: Join Weatherbys Hamilton, a top UK broker specializing in private client needs.
- Benefits: Enjoy competitive salary, 25 days annual leave, enhanced family leave, and flexible work options.
- Why this job: Advance your career in a supportive team while working with prestigious clients in a beautiful setting.
- Qualifications: Bring insurance sector knowledge, experience with high-net-worth clients, and strong communication skills.
- Other info: Work hybrid with one day from home each week and collaborate with a friendly team.
The predicted salary is between 43200 - 72000 £ per year.
PARTNER
Penrith (Hybrid), Private Client Team
Do you want to stay in your lane, or take the next step in your career?
We have an outstanding opportunity in our Penrith office to join our Private Client and Farm & Estate division as a Partner managing your own book of business.
WHY JOIN US?
You will have seen this a lot on job adverts, but our salary really is competitive. We haven’t put a figure here, because it will be based on the skills and experience you bring. Benefits include 25 days’ annual leave, increasing by 1 day for each full year served (to a maximum of 28 days), enhanced maternity and paternity leave, income protection, life assurance, and pension.
You will join a team that looks after an extensive portfolio of high-net-worth clients and estate owners in and around the Penrith area. The office is firmly established, providing an excellent opportunity to build your book and advance your career.
You will enjoy an idyllic office setting and will have the flexibility to work from home 1 day per week.
What Your Day Will Look Like
- Providing exceptional insurance and service to clients and liaising with insurers.
- Identify, seek out and close new business in accordance with the business’ ideal client profile.
- Processing risks on WH’s systems, preparing and checking policy documentation, inviting renewals.
- Producing invoices and assisting with the collection of premiums.
- Liaising with insurers, surveyors, loss adjustors and the like on all relevant issues.
- Assisting other team members in seeking resolution to client queries.
- Acting at all times in a compliant manner and in accordance with WH’s procedures.
- Cooperating with WH Partners and staff in all its offices in a friendly, positive and cooperative manner.
What You Will Bring
- A wealth of insurance sector knowledge having managed your own portfolio of clients.
- Exposure to high-net-worth clients and Farm and Estate insurance.
- An excellent understanding of the broker environment and broker relationships.
- An ability to gain maximum benefit from good negotiation skills with the ability to work accurately and consistently.
- Excellent communication skills.
- An ability to work to tight deadlines.
- Awareness and understanding of compliance rules along with knowledge of FCA regulation and how to comply with it.
Who We Are
Weatherbys Hamilton is one of the UK’s leading brokers specialising in the needs of private clients, from houses to horses, cars to combines and we bring the highest standards of personal service to everything we do.
NEXT STEPS
Apply now and we will be in touch within five working days.#J-18808-Ljbffr
Partner employer: Weatherbys Private Bank
Contact Detail:
Weatherbys Private Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Partner
✨Tip Number 1
Make sure to leverage your existing network in the insurance sector. Reach out to former colleagues or industry contacts who may have insights into the role or the company culture at Weatherbys Hamilton.
✨Tip Number 2
Familiarize yourself with the specific needs of high-net-worth clients and the unique challenges they face. This knowledge will help you demonstrate your expertise during any discussions with the hiring team.
✨Tip Number 3
Prepare to discuss your negotiation skills and provide examples of how you've successfully closed new business in the past. This will show that you can bring value to their team right away.
✨Tip Number 4
Research the latest compliance regulations and FCA guidelines relevant to the role. Being well-versed in these areas will not only boost your confidence but also impress the interviewers with your commitment to compliance.
We think you need these skills to ace Partner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of the Partner position. Tailor your application to highlight your relevant experience in managing high-net-worth clients and your knowledge of the insurance sector.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience with Farm and Estate insurance, as well as your ability to manage a portfolio of clients. Use specific examples to demonstrate your negotiation skills and compliance knowledge.
Craft a Compelling Cover Letter: Write a personalized cover letter that reflects your passion for the role and the company. Mention why you want to join Weatherbys Hamilton and how your skills align with their values and client service standards.
Proofread Your Application: Before submitting, carefully proofread your application materials for any errors or inconsistencies. A polished application demonstrates your attention to detail and professionalism, which are crucial in the insurance industry.
How to prepare for a job interview at Weatherbys Private Bank
✨Showcase Your Insurance Expertise
Make sure to highlight your extensive knowledge of the insurance sector, especially your experience managing a portfolio of high-net-worth clients. Be prepared to discuss specific cases where you successfully navigated complex insurance needs.
✨Demonstrate Strong Negotiation Skills
Since negotiation is key in this role, come ready with examples of how you've effectively negotiated terms or resolved conflicts in past positions. This will show your potential employer that you can handle the broker environment confidently.
✨Understand Compliance and Regulations
Familiarize yourself with FCA regulations and compliance rules relevant to the insurance industry. Be ready to discuss how you have ensured compliance in your previous roles, as this is crucial for the position.
✨Prepare Questions About the Role
Think of insightful questions to ask about the Private Client Team and the expectations for the Partner role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
