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PRIVATE CLIENT MANAGER

New Yesterday

Senior Manager | Private Client Division

Location: Edinburgh (Hybrid / City Centre) Sector: Private Wealth & UK HNW Insurance Package: Competitive Base + Performance Bonus + Employee Share Ownership

A British Success Story with a Global Reach

Our client is a pre-eminent UK-headquartered insurance group, built on a foundation of employee ownership and specialist expertise. Unlike traditional corporate brokers, they operate with an entrepreneurial "no-limits" mindset, where every manager is a stakeholder in the company’s collective success.

We are looking for a Senior Manager to lead the Private Client Division in Edinburgh. This role is designed for a professional who understands the complexities of the UK wealth landscape—from historic estates and prestige motor portfolios to high-value London and regional property—and possesses the leadership gravitas to drive a high-performing team forward.

Strategic UK Market Leadership

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Business Architecture: Develop and execute the division’s annual UK business plan, presenting your roadmap at the national conference.

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Portfolio Stewardship: Oversee complex renewal strategies and ensure the delivery of bespoke advice that meets the highest UK technical standards.

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Commercial Growth: Drive profitability and income growth, positioning the firm as the premier choice for UK private wealth insurance.

Team Development & Mentorship

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High-Performance Leadership: Provide motivational management to a team of specialists, fostering a culture of accountability and client happiness.

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Professional Standards: Direct recruitment and mentor colleagues through CII and ILM qualification pathways, ensuring a gold standard of internal talent.

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Performance Excellence: Set SMART objectives and conduct regular reviews to ensure the division consistently outperforms market benchmarks.

Governance & Advocacy

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Regulatory Rigour: Maintain total adherence to FCA principles, GDPR, and the CII Code of Ethics, acting as the first line of defense for client interests.

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Operational Innovation: Identify strategic opportunities, lead divisional projects, and implement change that keeps the firm at the cutting edge of the UK market.

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Community Impact: Act as a role model by coordinating volunteering days and supporting regional community initiatives.

The Profile

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Market Pedigree: At least 7 years’ experience in the UK insurance market, specifically providing specialist advice to HNW/UHNW individuals.

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Qualified Leader: Dip CII certified (with clear progression towards ACII/Chartered status) and ILM Level 3+ certified.

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Technical Excellence: Deep knowledge of UK general insurance classes and the ability to navigate complex regulatory landscapes.

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Communication: Exceptional negotiation skills and the ability to build a strong internal network across the UK group.

The Reward

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Equity & Ownership: The opportunity to participate in a market-leading employee share scheme.

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Bespoke Benefits: A package designed for professionals, including hybrid working, flexible hours, and a commitment to work-life harmony.

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Defined Career Path: A transparent trajectory into senior executive leadership within one of the UK's most respected brokers.

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This is an amazing opportunity, apply today! For an informal chat, no obligation, please do not hesitate to contact us.

Cowell Recruitment Ltd is an equal opportunities recruitment agency. E&OE
Location:
Edinburgh
Salary:
£40,000 - £65,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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