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For Companies At a Glance
- Tasks: Manage and retain a portfolio of high-net-worth clients with personalised service.
- Company: Reputable insurance firm in Bedford with a supportive culture.
- Benefits: Hybrid working, competitive salary, 26 days holiday, and career progression.
- Why this job: Join a team that values relationships over sales targets and make a real impact.
- Qualifications: Experience in household insurance for mid- to high-net-worth clients.
- Other info: Exciting opportunity for career growth in a professional environment.
The predicted salary is between 34000 - 46000 £ 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. This is a rare opportunity to own your own portfolio and provide exceptional service to affluent clients in a supportive and professional environment. Apply today to take your career to the next level in a service-focused, high-net-worth insurance role.
Private Client Adviser 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
✨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
Practice your pitch! Be ready to explain how your experience with high-net-worth clients makes you the perfect fit for the job. Keep it concise but impactful – you want to leave a lasting impression!
✨Tip Number 3
Showcase your client-focused approach! During interviews, share specific examples of how you've built long-term relationships and delivered exceptional service. This is key for a role that thrives on high-touch experiences.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare and stand out. Plus, applying directly shows your enthusiasm for the role and the company.
We think you need these skills to ace Private Client Adviser
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 a 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 enthusiasm for the role shine through, as we value a client-focused attitude just as much as experience.
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 get back to you quicker!
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-Focused Approach
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 mindset is key.
✨Be Personable and Approachable
During the interview, let your personality shine through! The firm values a high-touch service, so being personable is crucial. Practice your communication skills and be ready to engage in a friendly, conversational manner. Remember, they want to see how you connect with clients.
✨Understand the Company Culture
Research the company’s values and culture before the interview. They’re looking for someone who fits into their supportive and progressive team. Be prepared to discuss how your own values align with theirs and how you can contribute to a positive work environment.
