Private Client Adviser

Private Client Adviser - High Net Worth Bedford 40,000+ HybridAre you an insurance professional with experience managing mid- to high-net-worth private clients? Do you thrive on delivering a high-touch, service-led experience rather than purely chasing sales targets? This is an exciting opportunity to join a well-established, reputable insurance firm in Bedford.We''re looking for a Private Client Adviser to take ownership of a portfolio of affluent clients, predominantly in the 1,000- 25,000 premium range. This is a relationship-driven role, with success measured by client retention, service quality, and long-term portfolio growth.Key Responsibilities:Manage and retain your own private client portfolioHandle renewals, endorsements, and day-to-day client servicingCross-sell and deepen existing client relationshipsLiaise with insurers and manage complex casesSupport senior colleagues on Ultra High Net Worth accountsDeliver a premium, personalised service to an affluent UK-based client baseAbout You:Strong background in household insurance for mid- to high-net-worth clientsConfident managing a portfolio independentlyPersonable, approachable, and naturally client-focusedEnjoy building long-term client relationships in a high-touch service environmentThe Role Offers:Hybrid working: Monday and Friday WFH, office Tue-ThuCompetitive salary: 40,000+ for the right experience26 days holiday + bank holidays, CII study support, clear progressionJoin a supportive, progressive team that ..... full job details .....