At a Glance
- Tasks: Manage and advise on High Net Worth insurance portfolios while building strong client relationships.
- Company: Established insurance brokerage with a friendly, collaborative culture.
- Benefits: Competitive salary, performance bonuses, hybrid working, and private healthcare.
- Why this job: Join a growing team and make a real impact in the insurance industry.
- Qualifications: 5+ years in High Net Worth insurance and Cert CII qualified or working towards it.
- Other info: Enjoy regular social events and excellent career progression opportunities.
The predicted salary is between 34000 - 46000 £ per year.
An established insurance brokerage is looking to appoint a Private Client / High Net Worth Insurance Broker to join a growing private clients function. The role sits within a close-knit and forward-thinking team environment, where collaboration and client service are central to the culture. While the position is primarily broking-focused, there is scope for the successful individual to become more involved in team development, knowledge sharing, and supporting business growth initiatives over time.
You will take responsibility for a combination of inherited clients and ongoing new business activity, contributing to both retention and growth objectives. The business supports proactive relationship-building and provides the tools and budget required to attend networking events and engage with professional introducers. This is a full time, Monday - Friday position with some hybrid working available. The salary for this role is circa £40,000 plus benefits and a very sociable, friendly environment with small events happening every couple of weeks.
Role Overview- Manage and advise on a portfolio of High Net Worth and Private Client insurance risks
- Deliver a high standard of service across renewals and new business
- Develop long‑term relationships with high‑value clients and referral partners
- Act as a senior presence within the team, supporting less experienced colleagues where appropriate
- Contribute to business development and client acquisition strategies
Administrative and technical support is provided by a dedicated support function, allowing you to focus on advice, client relationships and commercial outcomes.
Candidate Requirements- Cert CII qualified (or above), or working towards
- Proven experience within High Net Worth / Private Client insurance (circa 5+ years)
- Working knowledge of Acturis
- Strong understanding of complex personal risks and high‑value assets
- Commercially minded, with a collaborative and team‑oriented approach
- Comfortable working in an office‑based environment as part of a wider team
- Competitive basic salary, aligned to experience and qualifications
- Performance‑related bonus linked to portfolio and growth outcomes
- Hybrid working arrangement with set home‑working days
- Full support for professional qualifications
- Private healthcare following probation
- Funded team incentives and social events
- Friendly, inclusive culture with genuine long‑term progression potential
This role would suit an experienced Private Client or High Net Worth Broker seeking stability, professional development, and the opportunity to play a meaningful role in a growing team.
Private Client Insurance Broker employer: Elite Staffing Solutions
Contact Detail:
Elite Staffing Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Insurance Broker
✨Network Like a Pro
Get out there and mingle! Attend industry events, join relevant groups, and connect with professionals in the insurance sector. Building relationships can lead to referrals and insider info about job openings.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, don’t hold back on showcasing your knowledge of High Net Worth insurance. Share insights and experiences that highlight your skills and how you can add value to their team.
✨Follow Up After Interviews
After an interview, drop a quick thank-you email to express your appreciation. It’s a great way to remind them of your enthusiasm for the role and keep you fresh in their minds as they make their decision.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed by our hiring team.
We think you need these skills to ace Private Client Insurance Broker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Private Client Insurance Broker role. Highlight your experience with High Net Worth clients and any relevant qualifications like Cert CII. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background aligns with our collaborative culture. Don’t forget to mention your experience in building long-term client relationships.
Showcase Your Team Spirit: Since we’re all about collaboration, make sure to highlight any experiences where you’ve worked closely with others. Whether it’s mentoring colleagues or contributing to team projects, we love to see how you can support our friendly environment.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Elite Staffing Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of High Net Worth and Private Client insurance. Understand the complexities of personal risks and high-value assets, as well as the specifics of the role. This will not only help you answer questions confidently but also show that you're genuinely interested in the position.
✨Showcase Your Experience
Prepare to discuss your previous experience in managing portfolios and building client relationships. Have specific examples ready that highlight your successes and how you've contributed to business growth. This is your chance to demonstrate your value and how you can fit into their team.
✨Emphasise Teamwork
Since the role involves collaboration and supporting less experienced colleagues, be ready to talk about your teamwork skills. Share instances where you've worked closely with others to achieve a common goal or helped develop a colleague's skills. This will resonate well with their team-oriented culture.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company’s approach to client service and team development. This shows that you're not just interested in the job, but also in how you can contribute to their culture and growth initiatives. It’s a great way to leave a lasting impression!