Private Clients Account Handler

Salary: £35,000+ plus Benefits

Are you looking to take the next step in your insurance career within the High-Net-Worth space?

Our client, a growing independent broker in the South Manchester Area, is seeking a Private Clients Account Handler to join their expanding team. You’ll have the opportunity to manage your own portfolio, work alongside experienced brokers, and develop the skills needed to progress in a dynamic, supportive environment.

Responsibilities of the Private Clients Account Handler:

As a Private Clients Account Handler, you will support the Private Clients team while gradually managing your own High Net Worth clients. Your responsibilities will include:

• Working closely with the team to deliver a high-quality broking service to High-Net-Worth clients.
• Managing and developing your own client portfolio, ensuring strong relationships and excellent service.
• Handling renewals, mid-term adjustments, and policy queries efficiently.
• Ensuring clients receive suitable cover at competitive terms.
• Continuously building knowledge and expertise in Private Clients insurance.
• Maintaining full compliance with FCA rules and company procedures.

Requirements

• Experience in Personal Lines or High Net Worth insurance, ideally as an Account Handler.
• Strong organisational skills with the ability to manage workloads and deadlines effectively.
• Excellent communication and interpersonal skills to build professional relationships.
• Detail-oriented with a commitment to delivering high-quality service.
• Positive, proactive approach with a desire to develop within the Private Clients space.

Benefits of the Private Clients Account Handler:

• Salary up to £35,000+ depending on experience.
• Supportive work environment focused on development and progression.
• Exposure to High-Net-Worth clients and learning opportunities from experienced brokers.
• Private Medical Insurance (PMI).
• Life Insurance.
• Pension Scheme.
• Cash Plan.

This is a great opportunity for someone looking to grow their career in Private Clients insurance within a collaborative and expanding brokerage. You will gain responsibility, experience, and support in a role that provides clear career progression.

To apply, contact our specialist consultants quoting job reference NJR16129.