Benefact Group
High Net Worth Insurance Adviser
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
High Net Worth Insurance Adviser
Salary: £28,000 – £32,000 (depending on experience) Hours: 35 hours per week (Monday to Friday) Location: Taunton Contract: Permanent
About the Role
Lloyd & Whyte, a proud part of the Benefact Group, are seeking a High Net Worth Insurance Adviser to join their High Net Worth & Private Client team in Taunton.
This role requires a relationship-driven insurance professional to act as a trusted adviser to high-net-worth clients, delivering exceptional service, expert advice, and income targets while supporting the business strategy.
Why Join Us?
Join a collaborative and inclusive culture that prioritises sustainability, social impact, and personal growth.
- Ranked among the UK’s 15 Best Big Companies to Work For in 2025 (Great Places to Work).
- Part of the #3 UK corporate charity donor over 10 years, distributing £250 million since 2014, committed to becoming the #1 donor nationally.
- All profits are reinvested into charity—a unique mission-driven Group.
- Fantastic career opportunities within a fast-growing, innovative network of 30+ companies.
Key Responsibilities
- Deliver bespoke private client advice, fulfilling complex needs with tailored solutions and optimal service.
- Manage renewals and mid-term policy adjustments for existing clients with professionalism and timeliness.
- Prepare market presentations and new business quotations, ensuring timely completion for both new clients and internal referrals.
- Monitor policy administration, including client fund collection and compliance, within strict deadlines.
- Provide holistic advice—offer detailed client reviews, gap analyses, and tailored recommendations, introducing relevant additional products to ensure comprehensive service levels.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Must-Have Qualifications & Experience
- Exceptional relationship-building skills, fostering trust and loyalty with clients and partners alike.
- Demonstrated ability to deliver holistic insurance advice with a focus on client outcomes.
- Tenacity and resourcefulness to achieve targets and the best outcomes for clients.
- Strong organisation, time management, and deadline adherence—working efficiently in a regulated and compliant environment.
Preferred Qualifications
- Previous insurance industry experience, particularly within the high-net-worth sector.
- Chartered Insurance Institute Certificate in Insurance (or commitment to pursue).
Compensation & Benefits
- 28 days annual leave + all bank holidays.
- Birthday leave.
- Group Personal Pension, plus a performance-based bonus scheme.
- Holiday buy scheme.
- Cash rewards plan, health & wellbeing benefits, income protection, and life assurance.
- Enhanced parental leave and sick pay policies.
- Study/funding support for qualifications and professional development.
- Paid volunteering time.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Hiring Manager’s Message
“We’re a warm and welcoming team that places delivering outstanding service for clients at our core. We’re looking for confident, personable, and approachable individuals—those who enjoy *building meaningful relationships and thrive in a *supportive, client-focused culture *requistions.”
About Benefact Group
Benefact Group is a charity-owned international financial services Group spanning 30+ businesses, ranked as a leading corporate donor in the UK.
Group Culture & Mission
- Purpose-driven: Unprecedented giving scale (£250m+ since 2014), aiming to double market size to become the #1 UK corporate donor.
- Inclusive and diverse, welcoming applicants from all backgrounds.
- Kindness, ambition, and personal growth at our core—striving to be better for people, business, and society.
Further Support
If you need additional assistance during the recruitment process, please let us know.
Directory of Social Change’s UK Guides to Company Giving (2017-26)
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location