Insure Recruitment is seeking an HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care.
As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.
Your responsibilities will include
Managing a substantial portfolio of high-net-worth clients across various personal lines insurance classes.
Posted by IDEX Consulting Ltd • £40K/yr to £50K/yr
Do you want the security of a salary, and guaranteed additional bonus via the client book you will inherit from a retiring advisor.
Are you a newly qualified Financial Advisor looking for your next long term career option?
Perhaps you have come through one of the many Advisor Academies but now feel slightly adrift with no real guidance, plan or structure to ensure the success your hard work deserves?
Posted by Your Mortgage Recruiter Ltd • £35K/yr to £60K/yr
The company's main aim is to provide the best and most impartial advice available to its clientele.
My client is a very well established, successful, independent Mortgage and Protection Brokerage.
Due to successful business growth, the company are currently keen to recruit an additional employed Mortgage and Protection Advisor (handling Residential and BTL mortgage cases) to join their established team based within their busy Cheshunt, Hertfordshire office.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Posted by Financial Divisions • £60K/yr to £65K/yr
One of the long-standing Advisers in the firm is looking to retire shortly, so my client is looking for an experienced Financial Adviser that can take over this retiring Advisers book of business.
They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for an additional Financial Adviser.
This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years.
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.
Posted by Absolutely Recruitment • £50K/yr to £60K/yr
You will be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients.
Fantastic opportunity to join a fast-paced HNW broking team for a well-established insurance broker.
As part of your role you will manage a large portfolio of cross-class HNW business, whilst aiming to achieve your retention & new business targets and manage policy renewals.