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.