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Lawes Consulting Group
United Kingdom
Job Title: Account Manager - HNW/UHNW Salary: Up to £42,000 DOE + Bonus + Benefits Location: Warwickshire - Hybrid offering is available Purpose of role: Our client seeks to hire an experienced Account Manager to join their specialist High Net Worth team. This team is known for its dynamic, supportive, and experienced members who prioritise deliver
Job Source: Lawes Consulting GroupEclectic Recruitment
Leamington Spa
An exciting opportunity has come up for a Paralegal to join top legal client in their Private Client team. The position will be permanent, based full time in their Leamington Spa office. Key duties to include: Drafting Wills Preparing and registering Lasting Powers of Attorney documentation. Managing Trusts and Estates casework. Preparing Probate p
Job Source: Eclectic RecruitmentACS Staffing Solutions
Solihull
Private Client Solicitor Solihull Full Time Competitive Salary Probate Dealing with administration of estates from start to finish. Preparation and application for Grant of Probate and Letters of Administration. Completion of and dealing with all tax forms, in respect of Inheritance Tax, Income Tax and Capital Gains Tax and advising with regard
Job Source: ACS Staffing SolutionsWillsons
Nuneaton
An exciting opportunity has arisen in our Private Client Department for an experienced Solicitor. We are looking for someone to "hit the ground running" and this opportunity would suit someone with experience working currently in a Wills and Probate fee earning role. In order to fulfil the requirements of this position the successful applicant will
Job Source: WillsonsTALENTWISE SOLUTIONS LTD
Nuneaton
Nuneaton - salary up to £25,000 per annum We are working with a leading Lexcel accredited regional law firm who are succession planning for their busy, successful, expanding Private Client Department, due to existing staff progressing their careers within the firm. We are looking to attract an experienced Private Client Paralegal , ideally with pri
Job Source: TALENTWISE SOLUTIONS LTDLR LEGAL LIMITED
Stratford, England, United Kingdom
Role - Private Client Paralegal Location - Stratford Salary - up to £27k We are seeking a skilled Private Client Paralegal to join our team in Stratford to assist in handling a variety of legal matters related to wills, estate planning, probate. This is a full-time role. The ideal candidate will have a strong background in private client servic
Job Source: LR LEGAL LIMITEDOculus Legal Group
Coventry
Job DescriptionPrivate Client Solicitor or Legal Executive – Coventry - Legal 500 Law Firm- 2+PQE - HybridAn exceptional opportunity has arisen for an 2+PQE Solicitor or Legal Executive to join a nationally recognised Private Client team based in Coventry . My client is looking for a solicitor or someone with 2+ years post qualification experience
Job Source: Oculus Legal GroupAdjusting Appointments Limited
Coventry
Major loss adjusting practice seeks to strengthen its Private Clients Division through the appointment of an experienced property adjuster in the East Midlands. You will be home-based and handle a challenging portfolio of major domestic, high net worth and real estate losses at all levels, including those in excess of £100,000 if experience and abi
Job Source: Adjusting Appointments LimitedWarwick
Are you passionate about building strong relationships with high-net-worth individuals and crafting bespoke insurance solutions? Join a thriving global insurance business that seeks a talented High-Net-Worth Account Handler to join their dynamic team of 9 in their beautiful office in Hatton, following the well-deserved retirement of a valued team member.
In this role, you'll manage a portfolio of affluent clients with premium levels ranging from £10,000 to £250,000. You'll leverage your expertise to understand their unique needs and risk profiles, then develop customised insurance plans that provide optimal protection and have the opportunity to grow your book and develop long-term relationships with your client.
Key Responsibilities:
Manage a book of HNW clients with premium levels exceeding £10,000
Cover a range of insurance from High-Value Motor, Home, Jewellery, Pet insurance, etc
Build and maintain long-term, trust-based relationships with clients.
Conduct comprehensive risk assessments to identify the most suitable insurance solutions.
Negotiate with underwriters to secure the best terms and conditions for your clients.
Process policy changes, endorsements, and renewals efficiently and accurately.
Champion client claims to achieve the best possible outcomes.
Thrive in this Role if You Have:
Proven experience in wealth management and handling client portfolios with premium levels above £10,000 and have high value motor & home insurance experience. Travel, pet, jewellery insurance would be desirable.
Exceptional relationship-building and communication skills to cultivate trust with high-net-worth clients.
Deep understanding of insurance products, risk assessment, and market trends.
Proven negotiation skills to secure the best deals for your clients.
Impeccable attention to detail and accuracy in all aspects of your work.
Growth and Earning Potential:
You'll be incentivised to grow your client base and earn commission bonuses based on new business generated.
The company offers a competitive salary package DOE on top of the commission structure.
There's an annual discretionary bonus scheme that recognises outstanding performance.
The company fosters growth and development, providing opportunities to advance your career alongside a growing team. In addition to the competitive salary and commission structure, you'll also benefit from a comprehensive benefits package that includes:
Pension: Minimum 4% contribution, with a generous employer matching of 4% (capped at 4% of your salary).
Annual Leave: 25 days of annual leave, excluding Bank Holidays, with the option to purchase an additional 5 days. You'll also accrue an additional day of leave every two years.
Health and Wellbeing: Health cash plan, life insurance, and income protection are all included.
Voluntary Benefits: A wide range of voluntary benefits are available, including: Cycle to work scheme
Dental insurance
Holiday buy (salary sacrifice scheme to purchase additional leave)
Travel insurance
Virtual GP service
Discount portal
And many more!
The role is an office based role, they support hybrid working pattern which includes 3 days in the office on a Tuesday, Wednesday and Friday and 2 days working from home – this is at the discretion of the business needs.
At Insure Recruitment, we work with clients who are dedicated to building a diverse, inclusive, and authentic workplace. So, if you’re excited about this role but your past experience doesn’t align perfectly with every qualification or criteria in the above description, we encourage you to apply anyway. You may be exactly what we’re looking for in this or other roles.
Private Client Account Handler jobs in Warwick
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