High Net Worth Insurance Adviser

High Net Worth Insurance Adviser focuses on delivering bespoke private client support by offering tailored advice and exceptional service to our high net worth client base, ensuring their complex needs are fully understood a.

What the role involves

• Delivering bespoke private client support by offering tailored advice and exceptional service to our High Net Worth client base, ensuring their complex needs are fully understood a.
• Completing detailed client reviews, identifying gaps in cover, recommending tailored solutions, and introducing additional products where relevant, to ensure they receive a fully c.
• Ability to provide holistic, advice based reviews and recommendations to clients.
• An array of health and wellbeing benefits, company cash plan, income protection and life assurance.
• Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and.
• If you need any additional support during the recruitment process, then please let us know.

Skills and requirements

• Previous experience within the insurance industry (ideally handling high-net-worth).

Confirmed role details

• £28,000.00 - £32,000.00 (depending on experience).
• 35 hours per week, Monday to Friday.
• Duration: Permanent.
• 28 days annual leave plus bank holidays.

Candidate fit

• Supporting and funding toward study and professional qualifications.

Additional role context

• Benefact Group is a unique international financial services Group made up of over 30 businesses.
• We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014.
• Directory of Social Change’s UK Guides to Company Giving 2017-26.

Known job details

• Pay: £28,000