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Permanent

Private Client Account Handler

London
money-bag 40000.00-40000.00 Annual
3070323044
Posted 2 days ago

If you enjoy working with High Net Worth clients but don''t love feeling like just another cog in a big machine, this could be worth a look. This independent London brokerage has built a genuinely warm and close-knit Private Client team where people support each other, share ideas openly, and enjoy coming into work. There''s no corporate noise here - just good people doing good work together. And importantly, if you have ideas, they''ll be listened to. They''re looking for a senior High Net Worth Account Handler to act as a trusted right-hand person to the Team Leader - someone who enjoys being a technical referral point, mentoring others, and helping less experienced staff thrive. What you''ll be doing Managing a portfolio of High Net Worth and Private Client risks, premiums around £20kActing as a go-to referral point for colleaguesSupporting the Team Leader in the day-to-day running of the team when they are awayMentoring and sharing knowledge with other handlersBuilding strong relationships with clients and insurers Around 85% of the portfolio is renewals, with financial incentives linked to performance and retention, plus a monthly bonus structure. The culture bits that matter Tuesday to Thursday in the office, Monday and Friday from home£25 Deliveroo allowance for office days (because food = morale)A genuinely supportive, friendly team environmentYour voice won''t get lost - contributions and ideas are always welcomed You must have Experience handling High Net Worth /

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