Current jobs related to HNW Client Advisor - Twickenham - Insure Recruitment

  • Snr Client Advisor

    3 weeks ago

    Twickenham, United Kingdom Sutton Winson - Acrisure Full time

    About the RoleSnr Client Advisor - HNW Broking RoleWe are seeking an experienced Snr Client Advisor to join our fast-paced HNW broking team. As a key member of our team, you will be responsible for managing a large portfolio of cross-class HNW business, providing bespoke solutions to a broad spectrum of personal lines clients.Your day-to-day will consist...

  • HNW Client Advisor

    2 months ago

    St. Margarets and North Twickenham, United Kingdom CV-Library Full time

    Insure Recruitment is seeking an HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care. As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions. Your responsibilities will include: * Managing a substantial...

  • HNW Client Advisor

    2 months ago

    St. Margarets and North Twickenham, United Kingdom Insure Recruitment Full time

    Insure Recruitment is seeking an HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care. As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.Your responsibilities will include: * Managing a substantial portfolio...

  • HNW Client Portfolio Manager

    4 weeks ago

    Twickenham, United Kingdom Insure Recruitment Full time

    Insure Recruitment is seeking a highly skilled HNW Client Advisor to manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.Key Responsibilities:Manage a substantial portfolio of high-net-worth clients across various personal lines insurance classes.Achieve targets for client retention, new business...

  • HNW Client Portfolio Manager

    4 weeks ago

    Twickenham, United Kingdom Insure Recruitment Full time

    Insure Recruitment is seeking a skilled HNW Client Advisor to manage a diverse portfolio of high-net-worth clients. As part of the private client broking team, you will provide tailored personal lines insurance solutions.Key responsibilities include:Managing a substantial portfolio of high-net-worth clients across various personal lines insurance...

  • Client Handler

    6 months ago

    Twickenham, United Kingdom Allen Insurance Recruitment Ltd Full time

    Our Private Clients Team are experts in their field, delivering high quality insurance products (including: Home, Motor, Fine Art & Jewellery, Yachts & Motorboats, Leisure & Lifestyle and Family Office) and related advice to High Net Worth individuals. Key Responsibilities include: - Provide a positive client experience through careful and tailored...

  • Insurance Professional

    4 weeks ago

    Twickenham, United Kingdom Absolutely Recruitment Full time

    Key Responsibilities:As a Personal Lines Expert at Absolutely Recruitment, you will be responsible for managing an extensive book of business, providing bespoke solutions to a broad spectrum of personal lines clients. This will involve managing a large portfolio of cross-class HNW business, aiming to achieve retention & new business targets, and managing...

  • Mortgage and Protection Advisor

    3 weeks ago

    Twickenham, Greater London, United Kingdom Worth Recruiting Full time £60,000

    Mortgage & Protection Advisor OpportunityWe are seeking an experienced Mortgage & Protection Advisor to join our team at Worth Recruiting. As a Mortgage & Protection Advisor, you will be responsible for providing mortgage services and advice to clients, as well as building relationships with existing clients to increase business levels.Key...

  • Senior Mortgage and Protection Advisor

    4 weeks ago

    Twickenham, Greater London, United Kingdom Worth Recruiting Full time £60,000

    Mortgage & Protection Advisor RoleWorth Recruiting is seeking an experienced Mortgage & Protection Advisor to join their team. As a Mortgage & Protection Advisor, you will be responsible for providing mortgage services and advice to clients. Key Responsibilities:• Provide mortgage services and advice to clients• Develop and maintain relationships with...

  • Insurance Broker

    2 weeks ago

    Twickenham, United Kingdom Sutton Winson - Acrisure Full time

    DescriptionAn exciting opportunity has arisen for an astute Snr Client Advisor to join our fast-paced HNW broking team. You’ll be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients.Your day to day will consist of:Managing a large portfolio of cross-class HNW businessWorking...

  • Insurance Broker

    3 weeks ago

    Twickenham, United Kingdom Sutton Winson - Acrisure Full time

    DescriptionAn exciting opportunity has arisen for an astute Snr Client Advisor to join our fast-paced HNW broking team. You’ll be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients.Your day to day will consist of:Managing a large portfolio of cross-class HNW businessWorking...

  • Insurance Broker

    2 weeks ago

    Twickenham, United Kingdom Sutton Winson - Acrisure Full time

    Job Description Description An exciting opportunity has arisen for an astute Snr Client Advisor to join our fast-paced HNW broking team. You’ll be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients. Your day to day will consist of: Managing a large portfolio of cross-class HNW...

  • Insurance Specialist

    4 weeks ago

    Twickenham, United Kingdom Absolutely Recruitment Full time

    Insurance Specialist OpportunityWe are seeking an experienced Insurance Specialist to join our team at Absolutely Recruitment. As an Insurance Specialist, you will be responsible for managing a portfolio of High Net Worth clients, providing bespoke solutions to their personal lines insurance needs.Key responsibilities include:Managing a large portfolio of...

  • Insurance Broker

    3 weeks ago

    Twickenham, UK, London, United Kingdom Sutton Winson - Acrisure Full time

    DescriptionAn exciting opportunity has arisen for an astute Snr Client Advisor to join our fast-paced HNW broking team. You’ll be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients.Your day to day will consist of:Managing a large portfolio of cross-class HNW businessWorking...

  • Insurance Broker

    3 weeks ago

    london (twickenham), United Kingdom Sutton Winson - Acrisure Full time

    Description An exciting opportunity has arisen for an astute Snr Client Advisor to join our fast-paced HNW broking team. You’ll be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients. Your day to day will consist of: Managing a large portfolio of cross-class HNW business Working...

  • Careers Advisor Full Time Permanent

    1 month ago

    Twickenham, United Kingdom Reed Full time

    Careers Advisor Location: TwickenhamJob Type: Full-time 36 hoursContract: PermanentSalary: Competitive We are seeking a dedicated Careers Advisor to join our team in a Further Education College. This role is pivotal in ensuring that all students acquire the necessary skills, knowledge, and attitudes to progress within the College and transition successfully...

  • Mortgage Broker

    4 weeks ago

    Twickenham, Greater London, United Kingdom Worth Recruiting Full time €60,000

    Worth Recruiting – Property Industry Recruitment Vacancy: MORTGAGE BROKER & PROTECTION ADVISOR – Residential Estate Agency Location: Twickenham, TW1 Salary: OTE £60k Position: Permanent – Full Time Mortgage Broker & Protection Advisor: This is a fabulous opportunity for an experienced and practicing Mortgage & Protection Advisor to join a busy,...

  • Senior Mortgage Finance Specialist

    3 weeks ago

    Twickenham, United Kingdom Worth Recruiting Full time

    About the Role:Vacancy: Mortgage Broker & Protection Advisor within a successful Financial Services company.Key Responsibilities:Provide mortgage and protection advice to residential clients.Develop and maintain a strong client database.Work closely with the Estate Agency to provide a seamless service.Requirements:Previous experience as a Mortgage or...

  • Mortgage and Protection Advisor

    3 weeks ago

    St. Margarets and North Twickenham, Greater London, United Kingdom Worth Recruiting Full time

    Vacancy:MORTGAGE BROKER & PROTECTION ADVISOR – Residential Estate AgencyLocation:UKSalary:OTE £60kPosition:Permanent – Full TimeMortgage Broker & Protection Advisor:This is a fantastic opportunity for an experienced Mortgage & Protection Advisor to join a busy, whole-of-market Financial Services company, closely linked to a local independent Estate...

  • Mortgage Broker

    4 weeks ago

    St. Margarets and North Twickenham, United Kingdom CV-Library Full time

    Worth Recruiting – Property Industry Recruitment Vacancy: MORTGAGE BROKER & PROTECTION ADVISOR – Residential Estate Agency Location: Twickenham, TW1 Salary: OTE £60k Position: Permanent – Full Time Mortgage Broker & Protection Advisor: This is a fabulous opportunity for an experienced and practicing Mortgage & Protection Advisor...

HNW Client Advisor

1 month ago

Twickenham, United Kingdom Insure Recruitment Full time

Insure Recruitment is seeking an HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care. As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.

Your responsibilities will include:

  • Managing a substantial portfolio of high-net-worth clients across various personal lines insurance classes.
  • Achieving targets for client retention, new business acquisition, and cross-selling.
  • Handling client inquiries efficiently, including new business, mid-term renewals, and retention, with a focus on superior customer service.
  • Managing policy renewals accurately and effectively.
  • Preparing professional reports and requesting necessary information from clients.
  • Supporting team members and contributing to the training of new team members.

Qualifications:

  • A strong technical understanding of personal lines products, with a preference for extensive experience in high-net-worth home and motor insurance.
  • The ability to work independently and collaboratively within a team environment, with a willingness to seek guidance when needed.
  • Excellent verbal and written communication skills, capable of effectively interacting with colleagues and clients at all levels.
  • A positive attitude towards learning, with the ability to quickly grasp new concepts and apply them accurately and diligently.
  • Strong organisational skills, attention to detail, and accuracy.
  • Effective, confident, and considerate communication, adapting your style to suit different audiences.
  • Intuitive thinking and the ability to make quick decisions.
  • CII certification or a commitment to pursuing it.
  • Minimum A-level education, with GCSE/O-level passes in English Language and Mathematics.

Benefits include

  • Exceptional salary DOE
  • Tailored learning and development program shaped to your career aspirations
  • Annual profit share bonus scheme
  • Hybrid Working (after qualifying period)
  • Fully funded CII pathway, including membership, study materials, exam entries, and paid study leave, with awards and bonuses to reflect progress
  • Employee Assistance Programme, providing access to vital resources like GP consultations, dental apts, health checks and mental health support, etc..
  • Cycle2work scheme, Season Ticket Loans, free eye tests through Specsavers, and long service awards.
  • Insurance discounts
  • The opportunity to be a part of their Corporate Social Responsibility program, contributing to local projects, help shape environmental policy and support staff wellbeing.
  • Daily dress-down; for us, it’s not about what you wear but what you do. Just be your authentic self and dress for your day.

Please apply to the role with your latest CV,

We encourage applications from all qualified candidates, regardless of their background. If your experience doesn't perfectly align with every qualification listed, we invite you to apply. We believe in building diverse and inclusive teams.