Vacancy Detail

High Net Worth Account Handler

We have what we believe is a truly fabulous opportunity to work for a great business, with a genuinely great Boss and Team, offering lots of long-term prospects within their organisation! 

Based in Farnham, Surrey. This business is a small Broker currently, (10 in the office) but they have grown impressively since their inception in 2016, and have big, exciting and innovative plans to develop the business going forward. Due to the growth already experienced this year, they are now in need of a new Account Handler to work with a mixture of High-Net-Worth clients!

The MD feels they offer something a bit different, being non corporate, and being an organisation that has a genuinely rewarding culture, both professionally and personally. All in all, they feel they are a “special” place to work and would love to hear from you if you would like to work in this sort of environment where everyone enjoys what they do and has a smile on their face doing it!

They want to speak to those already working in a HNW role but will also consider those with at least 1 years plus personal lines insurance experience too who want to move into a HNW Insurance setting, with a preference for those with the CII qualification as a minimum, although they will also consider those without, if you have the background they need!

You will be responsible for supporting Two HNW Partners in the handling of a variety of accounts/risks across HNW, dealing with new business, renewals and mid term adjustments.

They are also looking for someone who matches their values. They genuinely care about the service every client receives, and the attention to detail they give every customer, so you will need to share this ethos!

In return, the salary on offer is £28-35k plus 25 days holiday to start, and a pension. Office hours are Monday to Friday, 9am-5pm, with one day a week remote working. 


If you would like to discuss this role in more detail, please contact Kieran Boyle at CKB Recruitment for a confidential chat!

Location: Farnham | Salary: 28000 - 35000 per year | Job type: Permanent | Posted: 13/12/2023