Private Client Firm Head

3 weeks ago


Penrith, Cumbria, United Kingdom Weatherbys Banking Group Full time

We are seeking a highly skilled and experienced Private Client Firm Head to lead our Private Client and Farm & Estate division in Penrith. As a seasoned professional, you will have the opportunity to drive the growth of our division, develop new business opportunities, and mentor junior staff members.

You will be responsible for managing a portfolio of high-net-worth clients and estate owners, processing risks on WH's systems, preparing and checking policy documentation, inviting renewals, producing invoices, and assisting with premium collection. You will also benefit from exposure to high-net-worth clients and Farm and Estate insurance.

Key Responsibilities:

  • Developing and implementing business strategies to drive growth and revenue
  • Leading a team of professionals and mentoring junior staff members
  • Staying up-to-date with industry developments and ensuring compliance with relevant regulations

Benefits:

  • A competitive salary range of £90,000 - £140,000 per annum
  • The opportunity to work in a dynamic and supportive team environment
  • Ongoing training and development opportunities


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