Private Client / HNW Broker

Overview

PURPOSE OF ROLE We are assisting our client in recruiting for a Private Clients Broker to service High Net Worth clients. The role involves providing expert insurance advice, managing complex portfolios, and ensuring first-class service. Strong communication and technical knowledge are essential. Leadership skills are an advantage.

Responsibilities

• Manage multi-property, multi-vehicle and complex risks
• Provide tailored insurance solutions
• Handle client meetings, renewals, and insurer reviews
• Support colleagues across offices when needed
• Issue new business, MTAs, and renewals promptly
• Respond quickly to client queries
• Maintain product and market knowledge
• Assist with claims when required
• Negotiate terms with insurers and represent client interests
• Keep accurate records and follow compliance standards

Day-to-day

• Advise High Net Worth clients
• Manage policy docs, invoicing, and diary tasks
• Reconcile accounts and update records
• Draft correspondence to company standards
• Complete training and CPD
• Follow compliance policies (GDPR, anti-bribery, etc.)

Experience

• Insurance broking experience with HNW clients
• Knowledge of complex risks (multi-property/vehicle)
• Experience with Acturis preferred
• Strong client and insurer relationship skills
• Experience in leadership an advantage

Skills

• Confident communicator with strong numeracy
• Skilled negotiator and influencer
• Organised with good time management
• Team player with client-first approach
• Compliance aware and process focused

If you have the relevant experience or know someone that does please contact me now on or email us at