Private Client Account Handler

If you enjoy working with High Net Worth clients but don't love feeling like just another cog in a big machine, this could be worth a look.
This independent London brokerage has built a genuinely warm and close-knit Private Client team where people support each other, share ideas openly, and enjoy coming into work. There's no corporate noise here - just good people doing good work together.
And importantly, if you have ideas, they'll be listened to.
They're looking for a senior High Net Worth Account Handler to act as a trusted right-hand person to the Team Leader - someone who enjoys being a technical referral point, mentoring others, and helping less experienced staff thrive.


What you'll be doing

• Managing a portfolio of High Net Worth and Private Client risks, premiums around £20k
• Acting as a go-to referral point for colleagues
• Supporting the Team Leader in the day-to-day running of the team when they are away
• Mentoring and sharing knowledge with other handlers
• Building strong relationships with clients and insurers

Around 85% of the portfolio is renewals, with financial incentives linked to performance and retention, plus a monthly bonus structure.
The culture bits that matter

• Tuesday to Thursday in the office, Monday and Friday from home
• £25 Deliveroo allowance for office days (because food = morale)
• A genuinely supportive, friendly team environment
• Your voice won't get lost - contributions and ideas are always welcomed

You must have

• Experience handling High Net Worth / Private Client insurance
• Strong technical knowledge and confidence managing complex risks
• A collaborative and supportive approach to teamwork

This role would suit someone who enjoys being a senior presence in a team without needing a formal management title - a natural mentor, problem-solver, and trusted HNW Handler.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.