High Net Worth

High Net Worth Executive

Ref: 3492| Posted: 22nd Feb 2021

High Net Worth Executive – Middlesex – Salary DOE

Insure Recruitment are delighted to be working with a well-established prestigious broker who due to an internal promotion they are actively seeking an experienced High Net Worth professional to join their team.

The Private Clients Team are experts in their field, delivering high quality insurance products (including: Home, Motor, Fine Art & Jewellery, Yachts & Motorboats, Leisure & Lifestyle and Family Office) and related advice to High Net Worth individuals,

On a day-to-day basis, you will have responsibility for administering policies, liaising with Insurers and clients to find the best solutions, providing support to the Client Managers, and acting as a reliable and informed point of contact for clients.

Additionally, you will:

Provide a positive client experience through careful and tailored communication

Manage renewals with accuracy and confidence

Confidently deal with policy adjustments, renewal invitations and placing policies

Assist with new business and identify cross-selling and up-selling opportunities

Handle day-to-day enquiries

Manage Insurer relationships

Manage own book of business, ensuring insurance needs (however bespoke) are met

It’s also important that you have the confidence to seek and maximise opportunities with existing relationships and emerging wealth, as you’ll be developing and growing your own book of business as part of a Team that owns its budget and takes responsibility for its success.


You will be ready for a challenge and be looking to develop your professional career within a close-knit, friendly team.  You’ll be provided with all the tools you need to make this role a success, including product specific training, peer support and a fully funded CII journey, if required.

If successful, you would be joining one of the highest performing teams within the business with plans in place to grow by 25% within the next 3 years.

Experience and Skills Required -

A technically strong understanding of Personal Lines products in the High Net Worth Market

Agile and intuitive thinking; an ability to make decisions quickly and confidently

Effective organisation, accuracy, and attention to detail

Solid workload management skills

Effective, confident & considerate communication and an ability to adapt your communication style accordingly

Excellent level of written and verbal communication

Able to demonstrate exceptional levels of integrity and discretion at all times

Organisation, accuracy, and attention to detail

Passion, energy, and a strong customer service ethos

IT confidence and ideally, experience of using the Acturis broking system

Educated to a minimum A Level standard, with GCSE/ O Level passes in English Language and Maths

Be Cert CII qualified or be prepared to start and commit to your Cert journey.

Please apply to the role by submitting your most up to date CV. If your application is successful, we will be in touch within 2 working days of receiving your job application to discuss the opportunity in more detail.

Due to the overwhelming application response, should you not hear from us within 5 working days then please assume that your application has been unsuccessful.