High Net Worth Account Handler - Bolton
This opportunity has opened up due to a long-standing Account Handler moving on, so there is an established portfolio of clients to look after. The book includes both personal lines and high net worth clients, so it would suit someone who is confident with day-to-day servicing but wants to step into a more polished, client-led environment. What you will be doing Handling personal lines and high net worth accounts
Managing renewals, adjustments and general client servicing
Speaking with clients and insurers to keep cover accurate and competitive
Looking after an existing book and maintaining service standards What they are looking for Personal lines insurance experience
Confidence dealing with renewals and client queries
A professional, organised approach
Someone ready to step into a more established account handling role Why consider it Salary up to £32,000
Exposure to high net worth business
An established book of clients to manage
A straightforward office-based team environment If you are in personal lines now and want a role with a better client book and a bit more substance to it, I would be happy to talk it through in confidence. Interested? Get in touch:
Show email
View phone number on applybe.com
This opportunity has opened up due to a long-standing Account Handler moving on, so there is an established portfolio of clients to look after. The book includes both personal lines and high net worth clients, so it would suit someone who is confident with day-to-day servicing but wants to step into a more polished, client-led environment. What you will be doing Handling personal lines and high net worth accounts
Managing renewals, adjustments and general client servicing
Speaking with clients and insurers to keep cover accurate and competitive
Looking after an existing book and maintaining service standards What they are looking for Personal lines insurance experience
Confidence dealing with renewals and client queries
A professional, organised approach
Someone ready to step into a more established account handling role Why consider it Salary up to £32,000
Exposure to high net worth business
An established book of clients to manage
A straightforward office-based team environment If you are in personal lines now and want a role with a better client book and a bit more substance to it, I would be happy to talk it through in confidence. Interested? Get in touch:
Show email
View phone number on applybe.com
Vacancy posted 26 days ago
Similar jobs that could be interesting for youBased on the High Net Worth Account Handler in Bolton, Greater Manchester vacancy
£26k - £30k per annum
Commercial Account Handler - Bolton If you have commercial insurance experience and want a role where you can build your technical depth and knowledge, this is a good one to look at. This Commercial Account Handler position sits in a broking team handling a specialist book...Suggested£28k - £32k per annum
...Personal Lines Account Handler Bolton | £28,000 – £32,000 + Benefits A brilliant opportunity has arisen with a well-established, independent insurance broker in Bolton, known for its friendly, family-feel culture and supportive working environment . This is not...SuggestedLong-term contract- £24k - £31k per annumEstimated...great career opportunity for an experienced Commercial Insurance Account Handler . No book of business will be given to you, you will be... ...Ensure customer service levels and implemented and maintained to a high level, ensuring that the team achieve KPI's To answer telephone...SuggestedLong-term contractOn-siteMonday to Friday
£28k - £32k per annum
...Insurance Scheme Account Handler – Nursery Insurance Specialist Bolton | £28,000 – £32,000 DOE | Independent Chartered Broker Ready to take the next step in your insurance career with a business that genuinely values its people? This is your chance to join an award‑winning...SuggestedLong-term contractPermanent£30k - £35k per annum
Company: THE PEOPLE POD Job Type: Permanent, Full Time Salary: £30000 - £35000/annum pension, private medicalSuggestedPermanentFull-time£40k - £55k per annum
...collaborative, team-oriented attitude and eagerness to grow your tax career within a supportive firm. Previous experience with OMBs or high-net-worth clients is advantageous. Interested in learning more? To discuss this role further or explore how it fits into your career...HNWIPermanentHybrid workingOn-siteFlexible hours£50k - £75k per annum
...compliance focus in their Private Client Tax Services team. Known for building long-standing relationships with business owners, high-net-worth individuals, and family enterprises, this firm offers a highly personalised approach backed by deep technical knowledge. With a...HNWIPermanentHybrid working£48k - £55k per annum
...working + strong benefits) A leading North West advisory and accountancy firm is looking for a Personal Tax Manager to join its growing... ...approach to client service. With a broad portfolio of high-net-worth individuals, business owners, and entrepreneurial clients, the...HNWIHybrid workingOn-siteFlexible hours- ...working with a progressive, independent accountancy practice in Bolton that is continuing to... ...development. They pride themselves on delivering high-quality personal tax and advisory... ...varied personal tax portfolio, including high-net-worth individuals, company directors, partners,...HNWILong-term contractPermanent
£50k - £70k per annum
...Your new firm: Your new firm are a well established leading accountancy firm in the North West, with multiple offices located across... ...compliance function. Your new role: Manage a varied portfolio of high-net-worth individuals, business owners, and partnerships. Review and...HNWIPermanent- £37k - £50k per annumEstimated...covering: * Divorce and separation * Financial settlements, including high-value and business-related assets * Child arrangements and... ...skills * Experience with complex financial matters and high-net-worth clients * A proactive, empathetic, and commercially minded approach...HNWIFull-timeFlexible hours
£35k - £65k per annum
Tax Manager / Assistant Manager Private Client / OMB Focus Wigan We are seeking a Tax Manager or Assistant Manager to join a well-established and growing tax team supporting a loyal portfolio of owner-managed businesses (OMBs) and private clients. This is a mixed...Long-term contractPermanent- £57k - £73k per annumEstimated...administrative tasks. The Firm: Our esteemed Legal 500 client is a full-service practice with a nationwide presence recognised for providing high quality legal advice to private and commercial clients. With client care at their core, the Firm comprises specialists with diverse...
- £22k - £29k per annumEstimatedWe are currently recruiting for this exciting opportunity on behalf of our client, who have been an established firm in the Wigan area for a number of years. With a strong local reputation, they pride themselves on continual repeat business, which has lead to substantial growth...PermanentFull-timeHybrid workingProbationary period
£45k - £55k per annum
...working. About the Firm: Our esteemed Legal 500 client is a full-service, nationwide practice with 20+ offices, known for delivering high-quality legal advice to private and commercial clients. Highly rated on Review Solicitors, Glassdoor, and Trustpilot, the firm is...Remote jobHybrid working£30k - £45k per annum
...services with a strong focus on building long-term client relationships, it provides tailored, practical advice supported by a team of highly experienced specialists. This is an excellent opportunity for a motivated Private Client Solicitor to work across a broad...Long-term contractFull-timeHybrid workingOn-site- £33k - £44k per annumEstimated...pioneer of legal services continues to serve us well today. We still provide friendly, professional advice in the manner a traditional high street law firm would, but this is now blended with a 21st Century approach. The practice has grown organically to incorporate nine...On-siteMonday to FridayFlexible hours
- £22k - £28k per annumEstimated...and partners on a wide range of matters relating to vulnerable clients who lack capacity. This is an excellent opportunity to join a highly regarded and supportive team, where you will gain exposure to varied and meaningful work, while developing your legal knowledge and...Long-term contractPermanentHybrid workingOn-siteMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High Net Worth Account Handler. Be the first to apply!
Related searches
- client account handler Bolton, Greater Manchester
- account handler Bolton, Greater Manchester
- junior commercial account handler Bolton, Greater Manchester
- junior commercial insurance account handler Bolton, Greater Manchester
- commercial insurance account handler
- personal lines account handler
- senior commercial account handler
- client account handler
- account handler
- insurance account handler
