Client Associate (Partner Scheme)

Key Responsibilities
Commercial development:

• Grow your network and actively manage your pipeline to build a portfolio of new clients.
• Retain these clients and continue to organically grow your own book of business.
• Adopt the Partners& Difference and Client Journey methodology and other discovery tools.
• Collaborate with the wider Partners& technical team to help clients understand their risks, and ultimately, build greater resilience within their business by utilising the full breadth of the Partners& proposition.

Strategic insight:

• Bring a commercial and risk-advisory mindset to client conversations, drawing on a professional services background.
• Apply existing expertise in areas such as corporate advisory, M&A, employment and real estate in combination with the Partners& value proposition to deliver outstanding client outcomes.

Client relationship management:

• Create a strategic view of the client’s risks, enabling them to build business resilience.
• Lead and support client meetings, renewal reviews and strategic planning sessions.
• Be responsible for winning, retaining and advising your clients.

Risk and insurance advisory:

• Use Partners&’s unique discovery tools to understand each client’s business and risk profile to support the appropriate placement of risk insurance programmes as well as people risk and employee benefits solutions.
• Obtain Chartered Insurance Institute qualification and maintain a focus on continuous professional development.

Collaboration and delivery:

• Work closely with the corporate team, underwriters and wider technical teams to ensure insurance placement and the renewal processes are timely and effective.
• Collaborate with our ecosystem of like-minded professional services firms to expand our influence with clients and accelerate growth.
• Use a strategic mindset to bring opportunities and ideas to the wider advisory teams.

Regulatory and compliance:

• Ensure all advice adheres to the requirements of the Financial Conduct Authority, internal governance, Treating Customers Fairly and Consumer Duty principles.

Qualifications

• Professional qualification in existing field of work.

Experience/Skills

• Background in professional services e.g. solicitor, corporate finance, management consultant.
• Proven ability to manage senior client relationships including C-suite.
• Strong commercial and risk awareness.
• Excellent two-way communication, presentation and influencing skills.
• Ability to transition to a new sector and learn industry specific detail quickly.
• Experience in a client facing role.