Insurance Advisor for High-Net-Worth Clients

3 days ago


Alton, Hampshire, United Kingdom A-Plan Full time
About the Role

We are seeking a skilled Insurance Advisor to join our Private Clients team at A-Plan. As a Private Client Insurance Advisor, you will be responsible for building strong relationships with our high-net-worth clients and providing them with tailored insurance solutions.

Key Responsibilities
  • Develop and maintain long-lasting relationships with private and high-net-worth clients
  • Provide exceptional customer service and support to clients
  • Identify and explore opportunities to drive the best possible outcome for clients
  • Stay up-to-date with industry developments and trends to provide expert advice to clients
  • Work closely with the team to achieve objectives and grow the business
What We Offer

We believe that great work and dedication should be rewarded. As a Private Client Insurance Advisor, you will enjoy a range of benefits, including:

  • 22 days holiday (plus bank holidays), increasing with length of service
  • A set of core benefits, designed with your health and financial protection in mind:
    • Life Assurance up to 4x salary, protecting your loved ones in case the worst should happen
    • Income protection, guaranteeing an income for up to 5 years in the event of an illness or injury
    • Contributory pension scheme - 4% employer contribution and 5% employee contribution, rising to 5% & 5% in April 2025
    • Access to a Healthcare Cashplan, which gives you access to a variety of health-related benefits
  • Access to a host of lifestyle and financial benefits that you can choose from:
    • Discounts on gym membership across the UK
    • Salary sacrifice schemes - Travel Insurance, Cycle to Work, Car leasing, Technology purchase
    • Access to discounted personal health policies - Critical illness, private medical, dental plans
    • Access to hundreds of high-street retailer discounts
    • Employee Assistance Programme (EAP) to support employees outside of work


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