Private Client Advisor – Trusted HNW Relationships

Itchy Feet; United Kingdom, United Kingdom; On-site; GBP 22,000 - 38,000; Full time

Benefits offered by this job

25 days holiday

Private medical insurance

Pension scheme

Dental insurance

Company share scheme

Job summary

Jersey Evening Post invites applications for a Private Client Broker. You’ll provide professional client service to high-net-worth clients, support the team in meeting targets, and pursue professional growth toward the Certificate in Insurance.

The role emphasizes building trusted client relationships, cross-selling relevant products, and adhering to regulatory standards. The firm offers training, ongoing development, and a supportive team environment.

Qualifications

• Willingness to learn and professional attitude essential; previous insurance experience not required.
• Strong written and verbal communication for effective client interaction.
• Friendly demeanor with confidence in dealing with clients; develop client relationships.
• Excellent attention to detail and accuracy handling client information.
• Strong customer service skills; ability to work under pressure with minimal supervision.
• Positive, proactive attitude and eagerness to learn; growth opportunities towards insurance qualification.
• Basic IT skills including Word, Outlook and Teams are needed.
• Commitment to professional growth with opportunities to work towards the Certificate in Insurance and beyond.

Responsibilities

• Provide professional, helpful advice to clients through in-person meetings, phone, and email.
• Quote for new policies and update existing coverage as needed.
• Handle client documentation with accuracy and attention to detail.
• Build trusted relationships to encourage loyalty and satisfaction.
• Support the team in meeting targets and standards.
• Cross-sell additional products and services that benefit clients.
• Adhere to company procedures and regulatory standards at all times.

Skills

Communication skills

Attention to detail

Customer service

Team player

IT basics

Education

Certificate in Insurance

Tools

Microsoft Word

Outlook

Microsoft Teams

Job description

Jersey Evening Post invites applications for a Private Client Broker. You’ll provide professional client service to high-net-worth clients, support the team in meeting targets, and pursue professional growth toward the Certificate in Insurance.

The role emphasizes building trusted client relationships, cross-selling relevant products, and adhering to regulatory standards. The firm offers training, ongoing development, and a supportive team environment.