High Net Worth Client Manager

NFP, an Aon company (Europe), is seeking a skilled General Insurance Policy Handler to join our team in Hemel Hempstead.About the RoleThis role involves handling general personal lines policies with mid/high net-worth clients. We are looking for someone who can build strong relationships with customers and deliver excellent customer...

About the RoleIn this role, you will be responsible for handling Mid Net Worth & High Net Worth policies, providing exceptional customer service and retention strategies to our existing customers. You will require strong negotiation skills, customer care skills, planning and organisational skills, high net worth insurance technical knowledge and FCA...

Job TitleWe are seeking a skilled Insurance Account Manager to oversee the management of general personal lines policies, including Car, Van, Classic Car/Motor Cycle & Travel type policies, for mid/high net-worth clients.About the RoleMaintain a professional image and reputation with all customers and insurers.Determine and understand customer needs and...

We are recruiting for a Personal Lines Account Handler to work on the handling of general personal lines policies with mid/high net-worth clients.Key ResponsibilitiesMaintain a professional image of self and NFP, an Aon company (Europe), to all customers and insurersIdentify and understand customer needs and businessBuild relationships with customers and...

Key ResponsibilitiesThe ideal candidate will have a minimum of 5 years' experience in financial planning and advisory roles, with a strong understanding of investment, tax, and retirement planning strategies.You will be responsible for developing and implementing personalized financial plans for your clients, as well as providing ongoing support and guidance...

Job OverviewWe are recruiting for a Personal Lines Account Handler to work on the handling of Mid Net Worth & High Net Worth policies and retain and provide a service to existing customers.Customer Care skillsPlanning and Organisational skillsHigh Net Worth & Mid Net Worth Insurance Technical KnowledgeNegotiation skillsFCA Compliant Process

Job OverviewThis Personal Lines Policy Handler position involves managing general personal lines policies, including Car, Van, Classic Car/Motor Cycle & Travel type policies, for mid/high net-worth clients.Key ResponsibilitiesMaintain a professional image and reputation for self and the organization with all customers and insurers.Determine and understand...

**Job Description:**We are seeking an experienced Financial Advisor to join our team as a Wealth Manager. The successful candidate will have a background in investment advisory services and be able to manage a portfolio of high net worth individuals. Key responsibilities include:Managing client relationships and providing personalized financial...

Job OverviewWe are seeking an experienced Personal Lines Account Handler to manage the handling of general personal lines policies for mid/high net-worth clients.Responsibilities:Maintain a professional image and reputation with all customers and insurers.Determine customer needs and business requirements.Build strong relationships with customers and provide...

Job SummaryWe are seeking a highly skilled Personal Lines Account Handler to join our team at NFP, an Aon company (Europe). This role involves handling Mid Net Worth & High Net Worth policies and delivering exceptional service to existing customers.Key ResponsibilitiesDevelop and maintain strong customer relationships through excellent communication and...

We are seeking a highly motivated and experienced General Insurance Policy Handler to join our team in Hemel Hempstead.Job DescriptionThis role involves handling general personal lines policies with mid/high net-worth clients. The successful candidate will be responsible for delivering high-quality customer service, maintaining accurate records, and ensuring...

About the RoleThe successful candidate will have a proven track record in financial planning and management, with a strong focus on delivering exceptional client service and achieving business objectives.You will be responsible for managing a portfolio of high net worth clients, providing tailored financial advice and guidance to ensure their long-term...

Job DescriptionWe are looking for a Wealth Management Professional to join our team in Hemel Hempstead. As a key member of our wealth management team, you will be responsible for managing a portfolio of high net worth clients and helping them achieve their financial objectives.The ideal candidate will have a strong background in financial advisory, ideally...

Business OpportunityFinancial Divisions, an independent wealth planning firm based in Hertfordshire, is looking for a seasoned Wealth Manager to join their team.The ideal candidate will have at least 5 years of experience in financial planning and a proven track record of delivering exceptional results.About the Role:This is an exciting opportunity to join a...

About the RoleWe are seeking an experienced Financial Planner to join our team as a servicing role. As a key member of our advisory team, you will be responsible for managing a portion of the Managing Director's existing book of business.The ideal candidate will have at least 5 years of advising experience and a strong background in independent wealth...

**Job Overview**We are seeking a skilled Insurance Policy Handler to join our team at NFP, an Aon company. This role involves handling general personal lines policies with mid/high net-worth clients.

Job Title: Personal Lines Account SpecialistLocation: Hemel Hempstead, UKReports to: DirectorEstimated Salary: £40,000 - £60,000 per annumAbout the CompanyOur company, Reed, is seeking an experienced Personal Lines Account Specialist to join our team. In this role, you will be responsible for managing mid and high net worth insurance policies, providing...

Job OverviewWe are seeking a highly skilled Personal Lines Account Handler to join our team in Hemel Hempstead. As a key member of our organization, NFP, an Aon company (Europe), you will be responsible for handling general personal lines insurance policies with a focus on mid/high net-worth clients.

We are seeking a highly skilled Personal Lines Account Handler to join our team at NFP, an Aon company (Europe). Key Responsibilities:Planning and Organisational skillsTechnical Requirements:Some High Net Worth & Mid Net Worth Insurance Technical KnowledgePolicies:Car, Van, Standard Homes/Thatched Homes, Classic Car/Motor Cycle & Travel type policiesWorking...

Job SummaryAs an Account Management Executive at NFP, an Aon company (Europe), you will play a key role in handling personal lines policies for mid-high net-worth clients. Your primary responsibility will be to ensure excellent customer service and build strong relationships with clients.Main Tasks:Maintain a professional image and deliver exceptional...