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Notes:
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Private Client Advisor
Job Summary
Advertiser
Salary / Rate
Posted
Brown & Brown
Neg
17th March 2026
Location
Start Date
Cumbria
Type
Job Sector
permanent
Accountancy
Private Client Advisor Location: Penrith Package: £NegotiableWe're delighted to be strengthening our Private Client team out of Penrith as part of our wider ongoing growth as A Forever Company with the addition of 2 Private Client AdvisorsYou'll be supporting our customers with their requirements across the full cycle from New Business to Renewal and everything in between. Overview: Achieve the required renewals and new business results and contribute towards team/individual targets, whilst offering a bespoke high level service, adhering to company procedures and regulatory requirements Key responsibilities: Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI's Ensure you carry out thorough pre renewal reviews with your clients annually, identify customer needs, highlight any shortfalls in cover and advise your client accordingly Offer and attend physical client visits where required/appropriat…
