Private Client Adviser

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Private Client Adviser - High Net Worth | Bedford | £40,000+ | Hybrid Are you an insurance professional with experience managing mid- to high-net-worth private clients ? Do you thrive on delivering a high-touch, service-led experience rather than purely chasing sales targets? This is an exciting opportunity to join a well-established, reputable insurance firm in Bedford. We're looking for a Private Client Adviser to take ownership of a portfolio of affluent clients, predominantly in the £1,000-£25,000 premium range . This is a relationship-driven role , with success measured by client retention, service quality, and long-term portfolio growth . Key Responsibilities: Manage and retain your own private client portfolio Handle renewals, endorsements, and day-to-day client servicing Cross-sell and deepen existing client relationships Liaise with insurers and manage complex cases Support senior colleagues on Ultra High Net Worth accounts Deliver a premium, personalised service to an affluent UK-based client base About You: Strong background in household insurance for mid- to high-net-worth clients Confident managing a portfolio independently Personable, approach...
Location:
Bedford
Salary:
£40,000
Job Type:
FullTime
Category:
Accounting & Finance

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