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Senior Private Client Advisor

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StokeonTrent, Stoke-on-Trent, United Kingdom Ardonagh Advisory Full time
Senior Private Client Advisor

We are seeking a highly skilled Senior Private Client Advisor to join our team at Ardonagh Advisory. As a key member of our team, you will be responsible for building strong relationships with our High-Net-Worth clients and providing them with comprehensive insurance solutions.

Key Responsibilities:
  • Develop and maintain relationships with existing clients to identify new business opportunities and retain existing business.
  • Provide expert advice and guidance to clients on insurance products and services.
  • Work closely with other colleagues to identify and pursue new business opportunities.
  • Ensure all client exposures are highlighted and addressed in a timely manner.
  • Take instructions from clients and ensure that all relevant paperwork is completed and premium is collected.
Requirements:
  • Proven track record of dealing with High-Net-Worth clients and a deep understanding of policy covers on car and home insurance.
  • Excellent communication and interpersonal skills.
  • Ability to work proactively and use initiative to identify opportunities to retain and grow our business.
  • Enthusiastic team player with a positive outlook and a willingness to learn and adapt to changes.
What We Offer:
  • A competitive salary and a role-based incentive plan.
  • Opportunities to progress your career across the entire Ardonagh family.
  • Gain professional CII or ACII qualifications.
  • Pension scheme and 24-hour support for your physical and mental wellbeing.