Private Client / High Net Worth Broker - Leeds

Cryer Baker Recruitment Ltd.; England; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

An established industry player is seeking a dedicated Private Client Broker to join their successful team in Leeds. This exciting opportunity is ideal for individuals with a background in private client insurance broking, where you will manage high net worth policies and build strong client relationships. The company values work-life balance, offering a hybrid work model with flexibility. With a competitive salary of up to £30k and a comprehensive benefits package, this role provides excellent career progression for those eager to grow in the insurance sector. If you are passionate about delivering exceptional service and thrive in a collaborative environment, this position is perfect for you.

Benefits

work-life balance

flexible working hours

comprehensive benefits package

modern office with parking

Qualifications

• Experience in private client insurance broking is essential.
• Progress towards CII qualifications is desirable.

Responsibilities

• Manage private insurance portfolios for high net worth clients.
• Develop and maintain client relationships in a hybrid work environment.

Skills

private client insurance broking

high net worth (HNW) experience

communication skills

Education

CII qualifications

Tools

Acturis system

Job description

Private Client / High Net Worth Broker - Leeds

Our client is a hugely successful independent insurance brokerage holding chartered status. They have achieved very impressive organic growth over the last decade and continue to do so. They have a network of Account Executives working across the UK, developing their commercial insurance portfolios. As a result of this, they have seen a big increase in demand for private insurances including medium and high net worth policies from their commercial clients.

They have now created a brand-new job opening within this team, which would suit an individual with private client insurance broking experience; previous HNW experience would be beneficial but is not essential as full training can be provided.

Progress towards professional qualifications would be desirable; our client is very supportive of CII studies. Also, experience using the Acturis system would benefit your application, but again, is not essential as system training can be provided.

This client currently works on a hybrid basis, 3 days in the office and 2 days from home. They are committed to work-life balance and can provide further flexibility if needed. The office is conveniently located, modern, appealing, and has plenty of parking.

This role comes with a salary of up to circa £30k + a comprehensive benefits package. Due to continuing growth and success, our client can provide excellent progression for those looking to develop a long-term career.

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