29th October, 2026
The role: Own the day-to-day running of a portfolio of High Net Worth and Ultra High Net Worth clients in a growing Private Clients team. The focus is account management and service delivery, with a supporting role in new business. You'll be the trusted main contact for clients and a technical reference point for junior colleagues.
Key responsibilities
- Main contact for HNW/UHNW clients, handling queries, mid-term adjustments and policy changes
- Manage renewals end to end, including negotiating terms and driving retention
- Place and negotiate complex, high-value risks with insurers and underwriters
- Review clients' circumstances and update bespoke programmes to close cover gaps
- Guide clients through claims until settlement
- Coach junior colleagues and support introducer relationships and cross-sell opportunities
- Keep accurate records and comply with FCA regulations
Products: High value home, listed buildings, country estates, fine art, jewellery and watches, second homes, prestige and classic cars, marine and yachts, travel, personal accident, family office risks
Essential - 3+ years handling HNW or Private Clients accounts
- Strong technical knowledge of high-value home, contents and motor cover
- Confident negotiating with insurers and underwriters
- Commercial awareness and a willingness to support new business
- Working knowledge of FCA requirements
- Excellent written and verbal communication
Desirable: Existing introducer network; experience mentoring junior handlers
Qualifications: Cert CII, Dip CII or working towards ACII preferred
Personal attributes: Calm, discreet and client-focused, highly organised, detail-oriented and happy to coach colleagues
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