Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage and retain a portfolio of high-net-worth clients with a focus on exceptional service.
- Company: Reputable insurance firm in Bedford with a supportive culture.
- Benefits: Competitive salary, hybrid working, 26 days holiday, and CII study support.
- Why this job: Join a dynamic team and build long-term relationships with affluent clients.
- Qualifications: Experience in household insurance for mid- to high-net-worth clients.
- Other info: Opportunity for career progression in a service-focused environment.
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.
We're looking for a Private Client Adviser to take ownership of a portfolio of affluent clients, predominantly in the £1,000-£25,000 premium range. This is a relationship-driven role, with success measured by client retention, service quality, and long-term portfolio growth.
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
- 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
- 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
Contact Detail:
Impact Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your experience with high-net-worth clients. Share success stories that demonstrate your ability to manage portfolios and deliver exceptional service.
✨Tip Number 3
Prepare for interviews by researching the company and its culture. Understand their approach to client service and think about how your values align. This will help you articulate why you’re the perfect fit for their team and how you can contribute to their success.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re genuinely interested in joining our team and taking your career to the next level.
We think you need these skills to ace Private Client Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Private Client Adviser. Highlight your experience with mid- to high-net-worth clients and any relevant achievements that showcase your ability to manage a portfolio effectively.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for delivering a high-touch service and how you’ve successfully built long-term client relationships in the past. Keep it personal and engaging!
Showcase Your Client-Focused Approach: In your application, emphasise your personable nature and client-focused mindset. Share examples of how you've gone above and beyond for clients, as this aligns perfectly with what we value at StudySmarter.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Impact Recruitment
✨Know Your Client Portfolio
Before the interview, take some time to research and understand the types of clients you’ll be managing. Familiarise yourself with the specific needs and expectations of mid- to high-net-worth individuals. This will help you demonstrate your knowledge and show that you’re ready to provide a premium service.
✨Showcase Your Relationship Skills
Since this role is all about building long-term relationships, think of examples from your past experiences where you successfully managed client relationships. Be prepared to discuss how you’ve retained clients and deepened those connections, as this will highlight your suitability for the position.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills, especially in complex cases. Prepare by thinking through potential scenarios you might face in the role and how you would handle them. This shows that you can think on your feet and are ready for the challenges of managing a diverse portfolio.
✨Emphasise Your Service-Driven Approach
Make sure to convey your passion for delivering exceptional service rather than just focusing on sales targets. Share stories that illustrate your commitment to client satisfaction and how you’ve gone above and beyond to ensure a high-touch experience for your clients.
