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For Companies At a Glance
- Tasks: Manage and retain a portfolio of high-net-worth private clients with exceptional service.
- Company: Reputable insurance firm in Bedford with a supportive culture.
- Benefits: Hybrid working, competitive salary, 26 days holiday, and CII study support.
- Why this job: Join a progressive team and elevate your career in a high-touch service environment.
- Qualifications: Experience in household insurance for mid- to high-net-worth clients.
- Other info: Opportunity for clear progression and to build long-term client relationships.
The predicted salary is between 36000 - 60000 £ per year.
Are you an insurance professional with experience managing mid- to high-net-worth private clients? Do you thrive on delivering a high-touch, service-led experience rather than purely chasing sales targets? This is an exciting opportunity to join a well-established, reputable insurance firm in Bedford.
Key Responsibilities
- Manage and retain your own private client portfolio
- Handle renewals, endorsements, and day-to-day client servicing
- Cross-sell and deepen existing client relationships
- Liaise with insurers and manage complex cases
- Support senior colleagues on Ultra High Net Worth accounts
- Deliver a premium, personalised service to an affluent UK-based client base
About You
- Strong background in household insurance for mid- to high-net-worth clients
- Confident managing a portfolio independently
- Personable, approachable, and naturally client-focused
- Enjoy building long-term client relationships in a high-touch service environment
The Role Offers
- Hybrid working: Monday & Friday WFH, office Tue-Thu
- Competitive salary: £40,000+ for the right experience
- 26 days holiday + bank holidays, CII study support, clear progression
- Join a supportive, progressive team that values people as much as results.
Apply today to take your career to the next level in a service-focused, high-net-worth insurance role.
Private Client Adviser in London employer: Impact Recruitment Services
Contact Detail:
Impact Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Adviser in London
✨Tip Number 1
Network like a pro! Attend industry events, join relevant online forums, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that Private Client Adviser role.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your experience managing high-net-worth clients in detail during interviews. Use real-life examples to demonstrate how you've delivered exceptional service and built long-term relationships.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on articulating your client-focused approach and how you handle complex cases.
✨Tip Number 4
Apply through our website! We’re all about making connections, so don’t hesitate to submit your application directly. It shows initiative and gives us a chance to see your enthusiasm for the role.
We think you need these skills to ace Private Client Adviser in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience with mid- to high-net-worth clients. Highlight any relevant roles and responsibilities that showcase your ability to manage a portfolio independently and deliver a premium service.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about providing high-touch service. Share specific examples of how you've built long-term client relationships and handled complex cases in the past.
Showcase Your Personality: We want to see the real you! Be personable and approachable in your application. Let your unique voice shine through, as we value candidates who can connect with our affluent clients on a personal level.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Impact Recruitment Services
✨Know Your Stuff
Make sure you brush up on your knowledge of household insurance, especially for mid- to high-net-worth clients. Be ready to discuss specific cases you've managed and how you delivered exceptional service. This will show that you’re not just familiar with the basics but can handle complex situations.
✨Showcase Your Client Focus
Prepare examples that highlight your ability to build long-term relationships with clients. Think about times when you went above and beyond to meet a client's needs. This role is all about delivering a premium service, so demonstrating your client-centric approach is key.
✨Practice Your Communication Skills
Since this position involves liaising with insurers and managing complex cases, practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable discussing your experience and how you handle client interactions.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture and how they support their advisers in managing portfolios. This shows that you’re genuinely interested in the role and want to ensure it’s a good fit for both you and the company.
