Private Account Handler

Private Clients Account Handler (High Net Worth)
Location: Finchley – Hybrid considered (3 days office / 2 days remote)
Salary: 40k to 50k + bonus DOE
A rare opportunity has arisen to join a well-established, family-owned independent broker in North London. With a strong growth trajectory, deep client loyalty, and succession planning in motion, this firm is seeking an experienced Private Clients Account Handler to strengthen its Private Clients team.
The Role of the Private Clients Account Handler;
* Manage a portfolio of discerning HNW clients, ranging from mid-net worth to ultra-high net worth.
* Place risks across 28 markets, delivering tailored solutions for complex HNW home and valuables.
* Provide exceptional service that exceeds the expectations of a sophisticated client base.
* Collaborate within a small team of three, collectively handling approximately £4.5m of premium.
Candidate Profile for the Private Clients Account Handler;
* Prior insurance broking experience, with a strong background in HNW personal lines.
* Demonstrated exposure to HNW home insurance (HNW motor-only experience not suitable).
* Excellent client relationship management skills, able to work confidently with high-profile individuals.
* A proactive, hands-on approach, comfortable within a close-knit, non-corporate environment.
The Offering
* Culture: A supportive, family ethos with loyalty and collaboration at its core.
* Client-first focus: Service excellence is the hallmark, with exceptional levels of retention.
* Environment: Industrious, entrepreneurial, and roll-up-your-sleeves – not corporate or siloed.
* Stability: Strong long-term retention once individuals settle; departures are rare and usually commute-related.
* Future: With growth and succession planning in place, this is a pivotal moment to join.
This is an exciting chance for a high-calibre Account Handler with HNW expertise to make a genuine impact in a respected and client-driven environment