Private Account Handler

Equation Recruitment; City Of London; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading independent broker in London is seeking a Private Clients Account Handler with experience in high-net-worth personal lines. You will manage a portfolio, providing exceptional service and tailored solutions while working within a close-knit team. This role offers a supportive culture and growth opportunities in a respected environment.

Benefits

Bonus opportunity

Supportive family culture

Qualifications

• Prior insurance broking experience with HNW personal lines.
• Exposure to HNW home insurance is necessary.
• Ability to work confidently with high-profile clients.

Responsibilities

• Manage a portfolio of HNW clients.
• Place risks across various markets for tailored solutions.
• Provide exceptional service exceeding client expectations.

Skills

Client relationship management

Insurance broking experience

Proactive approach

Job description

Overview

Private Clients Account Handler (High Net Worth)
Location: Finchley Hybrid considered (3 days office / 2 days remote)
Salary: 40k to 50k + bonus DOE

A rare opportunity has arisen to join a well-established, family-owned independent broker in North London. With a strong growth trajectory, deep client loyalty, and succession planning in motion, this firm is seeking an experienced Private Clients Account Handler to strengthen its Private Clients team.

Responsibilities

• Manage a portfolio of discerning HNW clients, ranging from mid-net worth to ultra-high net worth.
• Place risks across 28 markets, delivering tailored solutions for complex HNW home and valuables.
• Provide exceptional service that exceeds the expectations of a sophisticated client base.
• Collaborate within a small team of three, collectively handling approximately £4.5m of premium.

Candidate Profile

• Prior insurance broking experience, with a strong background in HNW personal lines.
• Demonstrated exposure to HNW home insurance (HNW motor-only experience not suitable).
• Excellent client relationship management skills, able to work confidently with high-profile individuals.
• A proactive, hands-on approach, comfortable within a close-knit, non-corporate environment.

Offering

• Culture: A supportive, family ethos with loyalty and collaboration at its core.
• Client-first focus: Service excellence is the hallmark, with exceptional levels of retention.
• Environment: Industrious, entrepreneurial, and roll-up-your-sleeves not corporate or siloed.
• Stability: Strong long-term retention once individuals settle; departures are rare and usually commute-related.
• Future: With growth and succession planning in place, this is a pivotal moment to join.

This is an exciting chance for a high-calibre Account Handler with HNW expertise to make a genuine impact in a respected and client-driven environment.