Job Description
Do you want to stay in your lane, or take the next step in your career?
We have an outstanding opportunity in our Penrith office to join our Private Client and Farm & Estate division as a Partner managing your own book of business.
WHY JOIN US?
You will have seen this a lot on job adverts, but our salary really is competitive. We haven’t put a figure here, because it will be based on the skills and experience you bring. Benefits include 25 days’ annual leave, increasing by 1 day for each full year served (to a maximum of 28 days), enhanced maternity and paternity leave, income protection, life assurance, and pension.
You will join a team that looks after an extensive portfolio of high-net-worth clients and estate owners in and around the Penrith area. The office is firmly established, providing an excellent opportunity to build your book and advance your career.
You will enjoy an idyllic office setting and will have the flexibility to work from home 1 day per week.
WHAT YOUR DAY WILL LOOK LIKE
- Providing exceptional insurance and service to clients and liaising with insurers.
- Identify, seek out and close new business in accordance with the business’ ideal client profile.
- Processing risks on WH’s systems, preparing and checking policy documentation, inviting renewals.
- Producing invoices and assisting with the collection of premiums.
- Liaising with insurers, surveyors, loss adjustors and the like on all relevant issues.
- Assisting other team members in seeking resolution to client queries.
- Acting at all times in a compliant manner and in accordance with WH’s procedures.
- Cooperating with WH Partners and staff in all its offices in a friendly, positive and cooperative manner.
WHAT YOU WILL BRING
- A wealth of insurance sector knowledge having manged managing your own portfolio of clients.
- Exposure to high-net-worth clients and Farm and Estate insurance.
- An excellent understanding of the broker environment and broker relationships.
- An ability to gain maximum benefit from good negotiation skills with the ability to work accurately and consistently.
- Excellent communication skills.
- An ability to work to tight deadlines.
- Awareness and understanding of compliance rules along with knowledge of FCA regulation and how to comply with it.
WHO WE ARE
Weatherbys Hamilton is one of the UK's leading brokers specialising in the needs of private clients, from houses to horses, cars to combines and we bring the highest standards of personal service to everything we do.
NEXT STEPS
Apply now and we will be in touch within five working days.
Founded in 1770, Weatherbys is a family run business that has evolved over the last 250 years to become a group of companies which include Weatherbys Private Bank and Weatherbys Racing Bank.
Our business is founded on relationships, and we are focussed on providing exceptional levels of personal service. As a team we not only anticipate our clients’ needs, but aim to surpass their individual expectations. Our values of being trustworthy, forward looking and acting with integrity underpin everything we do.
At Weatherbys, there is a genuine focus on providing the highest level of personal service and maintaining close relationships with all our clients. We not only look after our clients but also their families, many of whom have valued our support for generations.
We treat all our clients as individuals, regardless of gender or background and our Weatherbys Inspires initiative highlights that our services are a natural fit for all. We want to do all we can to encourage everyone to engage in their family or individual finances, in particular women. Weatherbys Private Bank is a bank where our female clients are met with trust, empathy and understanding – underpinned by the service excellence we have always extended to all our clients.
Why join us?
- One of the best-regarded independent banking groups in the UK
- A growing company, constantly evolving and moving forward
- High client retention and satisfaction levels
- A hands-on, tailored approach to maintaining close and trusted relationships with clients
- Home to a diverse team and a warm welcome
- Hybrid working practices that ensure we balance work and personal life for the benefit of our business and colleagues
- A strong development ethos, helping to support and nurture talent
- We recognise the importance of employee wellbeing and support this with a range of initiatives
- Access to a competitive benefits package covering health and wellbeing, finance and lifestyle
Workplace Initiatives
- Programme for parents returning to work after Parental Leave? Yes
- Leadership development programmes? Yes
- Mentoring programmes? No
- Coaching programmes? No
- Employee-led diversity networks? Yes
- Internal women’s networking groups? No
- Open to discussing flexible work arrangements at interview stage? Yes
- No. of weeks paid maternity leave at full salary: 26
- Minimum weeks tenure required to be eligible for paid maternity leave: 26
- No. of weeks paid paternity leave at full salary: 3
- Minimum tenure required to be eligible for paid paternity leave: 26
Gender Pay Gap Reporting
|
Average pay gap: |
36.2% |
|
Median pay gap: |
31.6 |
|
Average bonus gap: |
65.0% |
|
Median bonus gap: |
38.3% |
|
Signatory of the UK Women in Finance Charter? |
No |
|
Targets to raise the number of women in leadership? |
No |
|
Targets to raise the number of BAME individuals in leadership? |
No |
|
Listed in the Bloomberg Diversity & Inclusion Index? |
No |
Programmes
- Work experience placements
- Internships
Employee Testimonials
Hayley Robinson, Private Banker
"Weatherbys Private Bank is a such a great place to work. You are encouraged to be individual and I am really excited to be part of the company’s growth. I truly feel valued within my role and the flexibility allows for a great work-life balance."
Michelle Pritchard, Banking Administrator
"I really enjoy working for Weatherbys Racing Bank as it allows me to combine my passion for horses with the opportunity to build a rewarding career. I’m able to develop personally, gain industry recognised banking qualifications and get involved with projects to challenge. Weatherbys really does have a ‘family’ feel and I feel so valued."