Private Clients/ HNW Account Manager
3 weeks ago
We are seeking a highly motivated and experienced Private Clients/ HNW Account Executive to join our team at the Jensten Group. As a key member of our team, you will play a crucial role in generating new business, servicing and growing our High Net Worth (HNW) account nationwide.
Key Responsibilities- Prepare market presentations, review and manage documentation for clients
- Generate new business and develop strong, long-lasting relationships with clients
- Build relationships with wider partnerships and brokers, liaise with underwriters to secure the best terms for clients and prepare relevant technical documentation
- Manage relationships with clients to ensure high levels of customer service
- Ensure compliance with local procedures, customer service standards and external compliance regulations, such as the FCA
- Deal with all renewal business from inception to completion, including client enquiries and mid-term adjustments
We are looking for an individual with excellent communication and written skills, a keen eye for detail and a passion for new business and growing the client base. You will have a proven track record of winning new business and maintaining a client base, with experience in Private Clients and HNW products in a broking role. You will also have experience of working with internal departments to deliver effective new business campaigns and be able to network and build working relationships easily with clients and introducers.
What We Offer- Competitive salary with an annual pay review and bonus scheme
- Flexibility with hybrid working options or remote working
- 27 days annual leave, including a day off for your birthday and another for a religious holiday of your choice, plus bank holidays
- Auto-enrolment into our excellent pension scheme with 5% employer-matched contribution
- Flex-benefits, a range of flexible benefits to choose from
- Group Life Assurance cover, a massive 4 times your salary
- 3 months fully paid maternity, paternity and adoption leave
- Professional qualification study support relevant to your role and career
- Perks at work, amazing discounts on cinema tickets, meals out, luxury items etc.
- Holiday purchase scheme, up to 5 days annually
The Jensten Group is one of the UK's largest independent broking groups, launched in 2018. We fill the void in the market between a consolidator and a provincial broker, with the scale, ambition and expertise to stand out, but the people, culture and entrepreneurial DNA to maintain our client focus. We are committed to delivering insurance distribution excellence and are looking for like-minded individuals to join our team.
-
Private Clients/ HNW Account Manager
3 weeks ago
Swindon, Swindon, United Kingdom Jensten Group Full timeAbout the RoleWe are seeking a highly motivated and experienced Private Clients/ HNW Account Executive to join our team at the Jensten Group. As a key member of our team, you will play a crucial role in generating new business, servicing and growing our High Net Worth (HNW) account nationwide.Key ResponsibilitiesPrepare market presentations, review and...
-
Private Clients/ HNW Account Manager
3 weeks ago
Swindon, Swindon, United Kingdom Jensten Group Full timeAbout the RoleWe are seeking a highly motivated and experienced Private Clients/ HNW Account Executive to join our team at the Jensten Group. As a key member of our team, you will play a crucial role in generating new business, servicing and growing our High Net Worth (HNW) account nationwide.Key ResponsibilitiesPrepare market presentations, review and...
-
Private Client Tax Director
2 weeks ago
Swindon, Swindon, United Kingdom Monahans Full timeJoin Our Team as a Private Client Tax DirectorMonahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. Our team is committed to helping businesses thrive by combining our traditional values with innovative approaches.We pride ourselves on fostering a supportive environment...
-
Private Client Tax Consultant
1 month ago
Swindon, Swindon, United Kingdom Monahans Full timeJob Title: Private Client Tax ManagerMonahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. Our team is committed to helping businesses thrive by combining traditional values with innovative approaches. We foster a supportive environment where professional growth and...
-
Private Client Tax Consultant
1 month ago
Swindon, Swindon, United Kingdom Monahans Full timeJob Title: Private Client Tax ManagerMonahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. Our team is committed to helping businesses thrive by combining traditional values with innovative approaches. We foster a supportive environment where professional growth and...
-
Private Client Lawyer
4 weeks ago
Swindon, Swindon, United Kingdom Austen Lloyd Limited Full timePrivate Client Fee Earner 3+ PQEA high-class law firm in Wiltshire is seeking a Private Client Fee Earner with 3+ years of experience to join their team.Key Responsibilities:Manage a portfolio of private client cases, providing expert advice on wills, lasting powers of attorney, trusts, tax, and estate administration.Collaborate with colleagues to deliver...
-
Private Client Lawyer
4 weeks ago
Swindon, Swindon, United Kingdom Austen Lloyd Limited Full timePrivate Client Fee Earner 3+ PQEA high-class law firm in Wiltshire is seeking a Private Client Fee Earner with 3+ years of experience to join their team.Key Responsibilities:Manage a portfolio of private client cases, providing expert advice on wills, lasting powers of attorney, trusts, tax, and estate administration.Collaborate with colleagues to deliver...
-
Private Client Lawyer
4 weeks ago
Swindon, Swindon, United Kingdom Austen Lloyd Limited Full timePrivate Client Fee Earner 3+ PQEA high-class law firm in Wiltshire is seeking a Private Client Fee Earner with 3+ years of experience to join their team.Key Responsibilities:Manage a portfolio of private client cases, providing expert advice on wills, lasting powers of attorney, trusts, tax, and estate administration.Collaborate with colleagues to deliver...
-
Private Client Lawyer
3 weeks ago
Swindon, Swindon, United Kingdom Austen Lloyd Limited Full timePrivate Client Fee Earner 3+ PQEA high-class law firm in Wiltshire is seeking a Private Client Fee Earner with 3+ years of experience to join their team.Key Responsibilities:Manage a portfolio of private client cases, providing expert advice on wills, lasting powers of attorney, trusts, tax, and estate administration.Collaborate with colleagues to deliver...
-
Private Client Tax Consultant
1 month ago
Swindon, Swindon, United Kingdom Monahans Full timeJob Title: Private Client Tax ManagerMonahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. Our team is committed to helping businesses thrive by combining our traditional values with innovative approaches. We pride ourselves on fostering a supportive environment where...
-
Private Client Tax Consultant
1 month ago
Swindon, Swindon, United Kingdom Monahans Full timeJob Title: Private Client Tax ManagerMonahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. Our team is committed to helping businesses thrive by combining our traditional values with innovative approaches. We pride ourselves on fostering a supportive environment where...
-
Private Client Assistant
2 weeks ago
Swindon, Swindon, United Kingdom Law Staff Ltd Full timeJob Title: Private Client Legal Assistant/ParalegalWe are seeking a dedicated and enthusiastic Private Client Legal Assistant/Paralegal to support our client's team in delivering exceptional client care and service.The successful candidate will assist a fee earner in managing a varied caseload, ensuring the highest level of client care and service. Assist...
-
Private Client Lawyer
4 weeks ago
Swindon, Swindon, United Kingdom Austen Lloyd Limited Full timePrivate Client Fee Earner 3+ PQEA high-class law firm in Wiltshire is seeking a Private Client Fee Earner with 3+ years of experience to join their team.Key Responsibilities:Manage a portfolio of private client cases, providing expert advice on wills, lasting powers of attorney, trusts, tax, and estate administration.Collaborate with colleagues to deliver...
-
Private Client Lawyer
4 weeks ago
Swindon, Swindon, United Kingdom Austen Lloyd Limited Full timePrivate Client Fee Earner 3+ PQEA high-class law firm in Wiltshire is seeking a Private Client Fee Earner with 3+ years of experience to join their team.Key Responsibilities:Manage a portfolio of private client cases, providing expert advice on wills, lasting powers of attorney, trusts, tax, and estate administration.Collaborate with colleagues to deliver...
-
Private Client Tax Director
2 weeks ago
Swindon, Swindon, United Kingdom Monahans Full timeJob Title: Private Client Tax DirectorMonahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. Our team is committed to helping businesses thrive by combining our traditional values with innovative approaches.Job SummaryWe are seeking an experienced Private Client Tax...
-
Private Client Lawyer
1 month ago
Swindon, Swindon, United Kingdom Austen Lloyd Limited Full timePrivate Client Fee Earner OpportunityA high-class law firm in Wiltshire is seeking a Private Client Fee Earner with 3+ years of experience to join their team. As a Private Client Fee Earner, you will be responsible for drafting, reviewing, and advising on wills, lasting power of attorney, trusts, tax work, and estate administration.Key...
-
Client Accountant
1 month ago
Swindon, Swindon, United Kingdom Workman LLP Full timeAbout the RoleWe are seeking a highly skilled Client Accountant to join our team at Workman LLP. As a Client Accountant, you will be responsible for managing client relationships, ensuring accurate and timely delivery of reporting and recording of accounting transactions for diverse property portfolios.You will work closely with the accounts team and...
-
Client Accountant
1 month ago
Swindon, Swindon, United Kingdom Workman LLP Full timeAbout the RoleWe are seeking a highly skilled Client Accountant to join our team at Workman LLP. As a Client Accountant, you will be responsible for managing client relationships, ensuring accurate and timely delivery of reporting and recording of accounting transactions for diverse property portfolios.You will work closely with the accounts team and...
-
Private Client Solicitor
1 week ago
Swindon, Swindon, United Kingdom Ashville Knight Careers Full timeWe are seeking an experienced Private Client Solicitor to join our busy team at Ashville Knight Careers. This is an exciting opportunity for a motivated and client-focused solicitor to play a key role in providing expert legal services within a friendly and supportive team environment.Key Areas of Focus:Wills drafting and executionProbate administration and...
-
Private Client Solicitor
2 weeks ago
Swindon, Swindon, United Kingdom Grist Legal Recruitment Full timePrivate Client Solicitor OpportunityGrist Legal Recruitment is seeking a highly skilled Private Client Solicitor to join their team in Swindon. The successful candidate will have good private client experience, including developed knowledge in all aspects of private client succession planning.The work will provide exposure to all aspects of private client...