High Net Worth Insurance Adviser

Salary: £28,000.00 - £32,000.00 (depending on experience) + bonus potential

Working hours: 35 hours per week, Monday to Friday

Duration:  Permanent

Location: Taunton

About the role

Lloyd & Whyte , who are proudly part of Benefact Group , are looking for a High Net Worth Insurance Adviser to join our High Net Worth & Private Clien t team in their Taunton office.

We are seeking a relationship-driven insurance professional to act as a trusted adviser to high net worth clients. As a High Net Worth Insurance Adviser, you will be required to provide exceptional service and advice, ensuring maximum customer satisfaction, supporting the team to achieve income targets in respect of both existing and new clients and in support of the business strategy.

Why join us?

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes.

What you'll be doing

• 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 and met

• Managing renewals and mid term adjustments for existing clients in a professional and timely manner

• Completing market presentations and/or obtaining new business quotations, both directly for new clients and on behalf of Account Executives, within necessary timescales

• Ensuring all policy administration is dealt with in a professional and timely manner, including the collection of client money

• Providing proactive, holistic private client advice; completing detailed client reviews, identifying gaps in cover, recommending tailored solutions, and introducing additional products where relevant, to ensure they receive a fully comprehensive service.

What you'll need to have

• Confidence and capability of building rapport with both clients and insurance partners, ensuring strong and enduring relationships

• Ability to provide holistic, advice based reviews and recommendations to clients

• Tenacious, resourceful and motivated to secure the best outcome for your clients and in achieving performance targets

• Good organisation and time management skills to meet necessary deadlines

• Ability to work in a regulated, compliant and client focused environment

What makes you stand out

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

• Chartered Insurance Institute Certificate in Insurance (hold or willing to work towards)

What we offer

• 28 days annual leave plus bank holidays

• Your birthday off

• Group Personal Pension

• Bonus scheme

• A holiday buy scheme 

• An array of health and wellbeing benefits, company cash plan, income protection and life assurance

• Enhanced sick pay and parental leave

• Support and funding toward study and professional qualifications

• Paid time off for volunteering

Hear from the hiring manager

"We’re a warm, welcoming team who pride ourselves on delivering outstanding service to our clients. We're looking for someone personable, approachable, and confident — someone who enjoys building relationships and being part of a supportive, client-focused environment."

Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes.  The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.

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. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. 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 be better.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.

*Directory of Social Change’s UK Guides to Company Giving 2017-26