Private Client Advisor

UK Staffing Group; Nottingham; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Bonus

Job summary

UK Staffing Group is partnering with an established independent broker to appoint a Private Client Account Executive in the North West. You will focus on generating new business from high-net-worth clients, building relationships with introducers, and expanding a Private Client portfolio.

The role emphasizes hands-on new business development, face-to-face client engagement, and close collaboration with insurers to secure bespoke solutions for high-value homes, vehicles, and assets.

Qualifications

• Proven experience in Private Client insurance for HNW/UHNW.
• Strong track record of generating new business.
• Experience building introducer/referral networks.
• Technical knowledge of HNW products, high-value homes and prestige motor.
• Confident dealing with affluent clients and complex risks.
• Based in the North West with travel to the Manchester area.

Responsibilities

• Generate new business from enquiry to placement.
• Develop relationships with high-net-worth individuals and referral partners.
• Build and maintain a robust new-business pipeline.
• Negotiate terms with insurers for complex risks.
• Maintain accurate records of opportunities and sales activity.
• Collaborate with colleagues to grow Private Client division.

Skills

New business development

Relationship building

Negotiation with insurers

HNW insurance knowledge

Face-to-face meetings

Job description

Location: North West England | Salary: £40,000–£60,000 DOE + bonus and benefits

The Opportunity

Are you an ambitious Private Client insurance professional who enjoys winning new business, building relationships and developing a strong portfolio of high-net-worth clients?

We're working with an established, independent insurance broker looking to appoint a commercially minded Private Client Account Executive based in the North West. This is a sales-focused opportunity for someone who understands the HNW insurance market, is confident developing new relationships and wants to play an active role in growing an established Private Client division. The business has built its reputation on personal service, specialist expertise and long-term client relationships. You’ll have the opportunity to use your market knowledge and relationship-building skills to generate new business, develop introducer networks and secure bespoke insurance solutions for high-net-worth individuals. This is a hands-on, new-business-focused role, suited to someone who enjoys being out in the market, building connections and turning opportunities into lasting client relationships.

The Role

• Generate new business across the HNW Private Client insurance market, taking opportunities from initial enquiry through to successful placement.
• Proactively develop relationships with high-net-worth individuals, professional introducers and referral partners.
• Build and maintain a strong pipeline of new business opportunities.
• Identify opportunities to grow the Private Client portfolio through networking, referrals and business development activity.
• Understand clients' individual circumstances and arrange appropriate insurance solutions for their homes, vehicles and other high-value assets.
• Work closely with insurers and underwriting partners to negotiate competitive terms and secure suitable cover for complex risks.
• Build trust with prospective clients through knowledgeable advice, responsive service and a personal approach.
• Maintain accurate records of opportunities, pipeline activity and sales performance.
• Work collaboratively with colleagues to support the continued growth of the Private Client division.

What We're Looking For

• Proven experience in Private Client insurance, ideally covering HNW or UHNW individuals.
• A strong track record of generating new business and converting opportunities into sales.
• Experience developing relationships with introducers, referral partners or other professional networks.
• Good technical knowledge of HNW insurance products, particularly high-value household and prestige motor.
• Confidence dealing with affluent clients and understanding their individual insurance requirements.
• Strong insurer negotiation skills and the ability to find solutions for complex or unusual risks.
• A commercially driven, proactive approach with the confidence to develop your own pipeline.
• Excellent communication and relationship-building skills.
• Based in the North West, within a reasonable travelling distance of the Manchester area, and comfortable attending meetings and building regular face-to-face relationships with the wider team.

The Package

• Salary of £40,000–£60,000, depending on experience.
• Quarterly bonus and additional benefits.
• The opportunity to join an established independent insurance broker with a strong Private Client offering.
• A sales-focused position with scope to develop new relationships and grow a portfolio.
• The opportunity to work with specialist HNW risks and a varied client base.
• A collaborative environment where personal service, commercial initiative and long-term relationships are valued.

About the Business

Our client is an established independent insurance broker with more than 50 years of experience in the market. They provide tailored insurance solutions to private and commercial clients, combining specialist knowledge with a personal, relationship-led approach.

Their Private Client offering includes bespoke cover for high-value homes, prestige vehicles, holiday homes, jewellery, fine art and other valuable assets.

Interested?

If you have a background in HNW Private Client insurance and enjoy the challenge of winning new business, developing introducer relationships and building a successful portfolio, we'd be keen to hear from you.

UK Staffing Group is an equal opportunities employer and recruitment partner. We welcome applications from all suitably qualified candidates regardless of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex, or sexual orientation.