Partner

Partner

Penrith Full-Time 43200 - 72000 £ / year (est.) No home office possible
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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, flexible work options, and enhanced family leave.
  • Why this job: Advance your career in a supportive team while working with prestigious clients in a beautiful office.
  • 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

  1. Providing exceptional insurance and service to clients and liaising with insurers.
  2. Identify, seek out and close new business in accordance with the business’ ideal client profile.
  3. Processing risks on WH’s systems, preparing and checking policy documentation, inviting renewals.
  4. Producing invoices and assisting with the collection of premiums.
  5. Liaising with insurers, surveyors, loss adjustors and the like on all relevant issues.
  6. Assisting other team members in seeking resolution to client queries.
  7. Acting at all times in a compliant manner and in accordance with WH’s procedures.
  8. Cooperating with WH Partners and staff in all its offices in a friendly, positive and cooperative manner.

What You Will Bring

  1. A wealth of insurance sector knowledge having managed your own portfolio of clients.
  2. Exposure to high-net-worth clients and Farm and Estate insurance.
  3. An excellent understanding of the broker environment and broker relationships.
  4. An ability to gain maximum benefit from good negotiation skills with the ability to work accurately and consistently.
  5. Excellent communication skills.
  6. An ability to work to tight deadlines.
  7. 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 Ltd

At Weatherbys Hamilton, we pride ourselves on being an exceptional employer, offering a competitive salary tailored to your skills and experience, along with generous benefits such as 25 days of annual leave that increases with tenure. Our Penrith office fosters a collaborative and supportive work culture, providing you with the opportunity to manage a diverse portfolio of high-net-worth clients while enjoying the flexibility of hybrid working. Join us to advance your career in a thriving environment where your contributions are valued and growth is encouraged.
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Contact Detail:

Weatherbys Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Partner

✨Tip Number 1

Make sure to highlight your experience with high-net-worth clients during any networking opportunities. This will help you stand out as a candidate who understands the unique needs of this clientele.

✨Tip Number 2

Engage with industry professionals on platforms like LinkedIn. Building relationships with others in the insurance sector can lead to valuable referrals and insights about the role.

✨Tip Number 3

Stay updated on the latest compliance regulations and FCA guidelines. Being knowledgeable about these topics will demonstrate your commitment to maintaining high standards in your work.

✨Tip Number 4

Prepare to discuss your negotiation skills in detail during interviews. Be ready to provide examples of how you've successfully closed new business or resolved client issues in the past.

We think you need these skills to ace Partner

Insurance Sector Knowledge
Client Portfolio Management
High-Net-Worth Client Exposure
Farm and Estate Insurance Expertise
Broker Environment Understanding
Negotiation Skills
Attention to Detail
Compliance Awareness
FCA Regulation Knowledge
Excellent Communication Skills
Time Management
Problem-Solving Skills
Team Collaboration
Client Relationship Management

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of the Partner position. Familiarize yourself with the Private Client and Farm & Estate division to tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in managing a portfolio of high-net-worth clients and your knowledge of the insurance sector. Use specific examples to demonstrate your skills and achievements.

Showcase Communication Skills: Since excellent communication is crucial for this role, ensure that your application reflects your ability to communicate effectively. Consider including examples of successful negotiations or client interactions.

Tailor Your Application: Customize your cover letter to reflect your understanding of Weatherbys Hamilton's values and how your background aligns with their needs. Mention your familiarity with compliance rules and FCA regulations to show you are a good fit.

How to prepare for a job interview at Weatherbys Ltd

✨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 prepared with examples of how you've effectively negotiated terms and closed deals in the past. This will show your potential employer that you can bring value to their team.

✨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 maintaining the integrity of the business.

✨Communicate Effectively

Excellent communication skills are essential for this position. Practice articulating your thoughts clearly and concisely, and be prepared to engage in discussions about how you would handle client queries and liaise with various stakeholders.

Partner
Weatherbys Ltd
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  • Partner

    Penrith
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-03-22

  • W

    Weatherbys Ltd

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