High Net Worth Broker / Handler - Leeds

Cryer Baker Recruitment Ltd.; England; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A leading independent chartered insurance firm in Leeds seeks a broker/handler to support a growing HNW client portfolio. The role involves handling existing clients, assisting account executives, and the chance to engage with smaller commercial clients. The position offers flexible working arrangements and full support for ACII qualifications.

Benefits

Flexible working options

Support for ACII qualifications

Modern office environment

Team-oriented workplace

Qualifications

• At least 2 years’ experience dealing with private HNW clients.
• Exposure to medium net worth clients is beneficial.
• Ability to assist with new enquiries.

Responsibilities

• Deal with existing clients and assist account executives.
• Expand portfolio by managing smaller commercial clients.
• Support existing client relationships.

Skills

Experience with private clients

Client handling

Communication skills

Education

ACII qualification

Job description

Our client is a fiercely independent chartered insurance based in Leeds. They are very highly regarded and very much in growth mode at present.

Their HNW client portfolio continues to expand and as such requires an additional broker / handler to deal with existing clients as well assisting the account executives on new enquiries connected to existing commercial and corporate clients.

Ideal applicants will have at least 2 years’ experience dealing with private clients with exposure to high or medium net worth clients; there will also be the opportunity to start to deal with smaller commercial clients.

The office is fully open and there is the opportunity to be based partly from home for those whom require greater flexibility. ACII qualifications will be full supported both in terms of financial and time to study.

This role comes with an excellent salary and full benefits. The environment is excellent, a great team ethos based from appealing modern offices with plenty of parking.

For further details please contact Tim Cryer on 01423 313909 or email your CV to [e-mail]