Job Title: Private Client Insurance Advisor
Location: Poole
About the Company:
This well-established, growing broker is part of a wider national group known for delivering exceptional client service across personal and commercial lines. With strong backing and a collaborative culture, this team offers stability, progression, and the chance to work with a high-quality portfolio of clients.
Role Summary:
You'll be supporting high-net-worth individuals with their insurance needs — from motor and home to more bespoke risks. If you're looking for a people-focused role with strong progression pathways and a supportive team, this could be a great fit.
Key Responsibilities:
- Advise high-net-worth clients: Deliver a personal, attentive service across a range of insurance products
- Handle new business and renewals: Tailor cover to suit individual needs
- Support client retention: Build rapport and maintain long-term relationships
- Liaise with insurers: Secure competitive terms and manage queries
- Keep systems and records up to date: Ensure accurate documentation and FCA compliance
Requirements:
- Experience in personal or private client insurance
- Strong communication and client service skills
- Confidence working with high-net-worth individuals
- Familiarity with broking systems and insurer portals
If this role isn't quite right, it's still worth speaking to one of our specialist team — we may be working on something that hasn't hit the market yet.
Related Job Titles: Personal Lines Advisor, HNW Insurance Advisor, Private Client Broker, Personal Insurance Executive, Insurance Account Handler - Private Clients