Private Client Adviser

Private Client Adviser - High Net Worth | Bedford | £40,000+ | Hybrid

Are 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 portfolio
Handle renewals, endorsements, and day-to-day client servicing
Cross-sell and deepen existing client relationships
Liaise with insurers and manage complex cases
Support senior colleagues on Ultra High Net Worth accounts
Deliver a premium, personalised service to an affluent UK-based client base

About You:

Strong background in household insurance for mid- to high-net-worth clients
Confident managing a portfolio independently
Personable, approachable, and naturally client-focused
Enjoy building long-term client relationships in a high-touch service environment

The Role Offers:

Hybrid working:
Monday & Friday WFH, office Tue-Thu
Competitive salary: £40,000+ for the right experience
26 days holiday + bank holidays, CII study support, clear progression
Join a supportive, progressive team that values people as much as results

This is a rare opportunity to own your own portfolio and provide exceptional service to affluent clients in a supportive and professional environment.

Apply today to take your career to the next level in a service-focused, high-net-worth insurance role.

Impact Recruitment are a Recruitment Agency working on behalf of our client.

This role may also be known as:

Private Client Adviser, High Net Worth Adviser, HNW Insurance Adviser, Private Client Manager, Mid/High Net Worth Insurance Specialist, Personal Lines HNW Adviser, Affluent Client Adviser, Wealth Client Adviser, HNW Account Executive, Private Client Account Handler, Private Client Insurance Executive, HNW Portfolio Manager, Senior Private Client Adviser, Mid/High Net Worth Account Manager, HNW Insurance Manager