Private Client Advisor

2 weeks ago

Aylesford, United Kingdom Libra Recruitment Full time

Our client based in Maidstone is looking for a Private Clients Advisor to join their team.
The aim of this role is to assist the Private Clients Manager with the smooth running of the Team by providing a full and complete advisory service to an allocated portfolio of micro groups and individuals throughout the year and to expand and develop the existing portfolio.

To be considered for the Private Clients Advisor role you will have previously worked as an Account Manager preferably in the insurance industry or and FCA regulated industry. You will have excellent relationship building skills and the ability to upsell and increase existing customer spend.

Responsibilities of the Private Clients Advisor role is:

- Responsible for overall management of a mixed portfolio of both Individual

and micro clients
- Obtain renewal documents in good time from the insurer
- Telephone client to discuss the client’s demands & needs and their requirements around renewal
- Undertake full market review where necessary and provide written recommendations within an agreed format
- Negotiate with holding insurers where applicable and make client aware of cost saving options, advising them of the implications of increasing or reducing benefits
- Negotiate with alternative insurers. Make clients aware of switch criteria
- Provide benefit/product comparisons and advantages and disadvantages of a transfer in insurers
- Attend client meetings and insurer events where applicable
- Adhere to FCA requirements and ensure internal systems are kept up to date with full audit trail
- Provide information and assistance to clients across the range of company products and services, maximising opportunities to cross sell within the portfolio against a set target
- Actively work towards and meet new business sales to a set target and actively

promote cross sales, and wider company services, relevant to the client
- Maximise opportunities to cross sell into HR & Payroll service areas
- Update Quote Sales Activity (QSA) portal with all new business opportunities and maintain accurate data
- Handle claims queries made by Group Secretaries, Members or Clients. Follow up with notes of conversations and outcomes in a clear audit trail within internal systems.

As well as a basic salary and bonus structure my client is also offering an excellent benefit package which includes flexible working hours and hybrid working once training is completed.

Working hours for the Private Clients Adviser role are Monday to Friday 9am till 5pm (flexible working hours)

Libra Recruitment is an independent agency that focuses on permanent and fixed term recruitment specialising in HR, Sales, Marketing, Office support & Finance.

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

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