High Net Worth Client Account Broker
| Dyddiad hysbysebu: | 21 Mai 2025 |
|---|---|
| Cyflog: | £30,000 i £33,000 bob blwyddyn |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 20 Mehefin 2025 |
| Lleoliad: | Wilmslow, North West, SK9 1RA |
| Cwmni: | IPS Group Limited |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: | 56748348 |
Crynodeb
High Net Worth Client Account Broker
We’re working with a respected independent broker looking to appoint a Private Client - High Net Worth Account Broker to support the continued growth of their Private Client division. This role will suit someone with a background in personal lines who is confident managing high net worth clients or keen to step into that space.
You’ll be supporting the new Private Client Manager with all aspects of client servicing, from administration and mid-term adjustments to client communication and broking. Strong communication skills are essential, as you’ll be speaking with clients directly, meeting with them and building trusted relationships. Some knowledge of Acturis is preferred, and while high net worth experience is ideal, it’s not essential if you bring a solid personal lines background and the right attitude.
The role is office based, working closely with a small, collaborative team in a pleasant location with parking and good transport links. This is a replacement role due to internal promotion, so a growing insurance broker with a fantastic professional approach and well known reputation and you have an opportunity to become part of it. A great place to build a lasting career.
Salary is £30,000 to £33,000 depending on experience and the qualities you bring.
We’re working with a respected independent broker looking to appoint a Private Client - High Net Worth Account Broker to support the continued growth of their Private Client division. This role will suit someone with a background in personal lines who is confident managing high net worth clients or keen to step into that space.
You’ll be supporting the new Private Client Manager with all aspects of client servicing, from administration and mid-term adjustments to client communication and broking. Strong communication skills are essential, as you’ll be speaking with clients directly, meeting with them and building trusted relationships. Some knowledge of Acturis is preferred, and while high net worth experience is ideal, it’s not essential if you bring a solid personal lines background and the right attitude.
The role is office based, working closely with a small, collaborative team in a pleasant location with parking and good transport links. This is a replacement role due to internal promotion, so a growing insurance broker with a fantastic professional approach and well known reputation and you have an opportunity to become part of it. A great place to build a lasting career.
Salary is £30,000 to £33,000 depending on experience and the qualities you bring.
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Hyderus o ran Anabledd
Gwybodaeth am Hyderus o ran Anabledd
Yn gyffredinol, bydd cyflogwr Hyderus o ran Anabledd yn cynnig cyfweliad i unrhyw ymgeisydd sy'n datgan eu bod yn anabl ac yn bodloni'r meini prawf lleiaf ar gyfer y swydd fel y diffinnir gan y cyflogwr. Mae'n bwysig nodi, mewn rhai sefyllfaoedd recriwtio fel nifer fawr o ymgeiswyr, cyfnod tymhorol ac amseroedd prysur iawn, efallai y bydd y cyflogwr am gyfyngu ar y niferoedd cyffredinol o gyfweliadau a gynigir i bobl anabl a phobl nad ydynt yn anabl. Am fwy o fanylion ewch i Hyderus o ran Anabledd.