HNW Client Advisor

Posted 6 April by Lawes Consulting Group Easy Apply
Role: HNW Client Advisor
Location: London
Salary: £30,000 - £40,000
Industry: Brokerage, Insurance, HNW, Client Advisor

Our City based client is currently looking for a HNW Client Advisor to place and administer client's insurance programmes and where appropriate work supporting the Client Managers.

Duties will include:
Manage a client bank of high net worth clients;
Act as first point of contact for day to day client insurance queries;
Negotiate, collate and present new and renewal terms from insurers to clients;
Obtaining risk information from new clients and processing quotations;
Process midterm adjustments and issue documentation as per legislative and regulatory requirements;
Provide telephone support as required;

Good Client Advisory experience dealing with Private Clients;
Minimum of 1 years HNW experience
Good communication skills;
Good organisational skills;
Household and Estates Knowledge preferable

If you have the relevant experience please do not hesitate to contact us now on or email us at .

Please Note: Due to the sheer volume of applications we receive, we will only contact successful applications. Therefore if you have not heard from us within 10 working days please deem your application as unsuccessful.

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Required skills

  • Brokerage
  • HNW
  • Insurance
  • Client Advisor

Reference: 34844350

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