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Senior Private Client Advisor

2 months ago

StokeonTrent, Stoke-on-Trent, United Kingdom Ardonagh Advisory Full time
About the Role

We are seeking a highly skilled and experienced Senior Private Client Advisor to join our team at Ardonagh Advisory. As a Senior Private Client Advisor, you will be responsible for building and maintaining strong relationships with high-net-worth clients, providing them with comprehensive insurance solutions and exceptional customer service.

Key Responsibilities
  • Client Relationship Management: Foster and maintain strong relationships with high-net-worth clients, understanding their insurance needs and providing tailored solutions.
  • Insurance Product Expertise: Develop and maintain in-depth knowledge of insurance products, including car and home insurance, to provide expert advice to clients.
  • Business Development: Identify and pursue new business opportunities, converting new business enquiries and retaining existing clients.
  • Collaboration and Communication: Work closely with colleagues to maximize opportunities and provide exceptional customer service, communicating effectively with clients and colleagues alike.
Requirements
  • Experience: Proven track record of dealing with high-net-worth clients and a deep understanding of insurance products, particularly car and home insurance.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships and provide expert advice.
  • Initiative and Entrepreneurship: Proactive and analytical, with the ability to identify opportunities and take initiative to drive business growth.
  • Teamwork and Adaptability: Enthusiastic team player, with the ability to support colleagues and adapt to changing circumstances.
What We Offer
  • Competitive Salary: A competitive salary, with opportunities for growth and development.
  • Benefits: A range of benefits, including holiday entitlement, pension scheme, and 24-hour support for physical and mental wellbeing.
  • Professional Development: Opportunities to gain professional qualifications and develop your skills and expertise.