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Senior Private Client Advisor

2 months ago

StokeonTrent, United Kingdom Ardonagh Advisory Full time

Senior Private Client Advisor - Stoke - ARD998233



Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.

Salary£23,000 to £29,000


At Pace Ward based in Stoke, we’re on the hunt for a talented Senior Private Client Advisor who uses their knowledge and experience of the Insurance Industry to build strong, trusted, and profitable client and customer relationships.

So, what does the role of a Senior Private Client Advisor here involve?

This role will be made for you if you love fostering relationships and offering a comprehensive service to High-Net-Worth clients. You’ll be asked to find the right Insurance products to fit their needs and could be required to visit clients. Converting new business enquiries/retaining clients and of course maximising opportunities by working with other colleagues to help conversion with our existing Commercial clients base, and recommendation from client’s friends and families.

What you will do

  • You must be a confident communicator as you will be required to liaise with clients in a knowledgeable manner your level of customer service must be second to none.
  • Obtain and provide new business quotations for all requirements, providing relevant advice, information, and guidance.
  • Ensure all clients exposures are highlighted to them.
  • Take instructions from clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected, and relevant records and diary entries are created.
  • Deciding which insurers should be approached on specific risks and negotiating and offering to your client the most suitable policy for their needs.
  • Keep in touch with your client throughout the policy duration.

What experience do our Senior Private Client Advisor’s need?

We need someone with who has a track record of dealing with High Networth/Private Clients and a deep understanding of policy covers on car and home insurance as a minimum. If you have used Acturis before this would be great

The rest is all about you;

  • Most important is your ability to bring your best self to work every day to give clients the best possible experience.
  • Next, we need you to be proactive, analytical, use your initiative and sow us your entrepreneurial spirit to identify opportunities to retain and grow our business.
  • An enthusiastic team player, support others, build trust and have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way.
  • Engage active listening skills, be willing to learn and recognise when to ask for support or guidance.

In return you will be welcomed and supported by our Ardonagh family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

  • Holiday entitlement of 26 days plus bank holidays
  • Opportunity to progress your career across the entire Ardonagh family.
  • Gain professional CII or ACII qualifications.
  • Pension scheme for when you feel it’s time to retire.
  • 24-hour support for you and your families physical and mental wellbeing
  • 1 days paid volunteering day to give back to our communities.
  • Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community
  • The Spotlight Awards, where we shine a light on the brightest talent across our group.

So, what are you waiting for? Apply today and one of our team will be in touch.

The Ardonagh Group is an equal opportunities employer, and we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

The Company

Ethos Broking, part of Ardonagh Advisory and The Ardonagh Group is a highly active acquisition platform focused on the UK regional insurance market. Having acquired 40 independent brokers since 2016 through a ‘hub and satellite’ acquisition strategy, Ethos now boasts a combined GWP of over £300m.