Private Client / HNW Broker

Lawes Insurance Recruitment; City of Edinburgh; On-site; GBP 40,000 - 60,000; Full time

Job summary

A recruitment agency is seeking an experienced Private Clients Broker to service High Net Worth clients in Edinburgh. The role involves managing complex insurance portfolios and providing expert advice. Strong communication skills are essential, along with experience in insurance broking. Leadership qualifications are preferred. Please contact us if you have the relevant background.

Qualifications

• Experience in insurance broking with HNW clients.
• Knowledge of complex risks (multi-property/vehicle).
• Confident communicator with strong numeracy.

Responsibilities

• Manage multi-property, multi-vehicle, and complex risks.
• Provide tailored insurance solutions.
• Advise High Net Worth clients.

Skills

Strong communication

Technical knowledge

Leadership skills

Negotiation skills

Time management

Client-first approach

Compliance awareness

Tools

Acturis

Job description

Overview

PURPOSE OF ROLE We are assisting our client in recruiting for a Private Clients Broker to service High Net Worth clients. The role involves providing expert insurance advice, managing complex portfolios, and ensuring first-class service. Strong communication and technical knowledge are essential. Leadership skills are an advantage.

Responsibilities

• Manage multi-property, multi-vehicle and complex risks
• Provide tailored insurance solutions
• Handle client meetings, renewals, and insurer reviews
• Support colleagues across offices when needed
• Issue new business, MTAs, and renewals promptly
• Respond quickly to client queries
• Maintain product and market knowledge
• Assist with claims when required
• Negotiate terms with insurers and represent client interests
• Keep accurate records and follow compliance standards

Day-to-day

• Advise High Net Worth clients
• Manage policy docs, invoicing, and diary tasks
• Reconcile accounts and update records
• Draft correspondence to company standards
• Complete training and CPD
• Follow compliance policies (GDPR, anti-bribery, etc.)

Experience

• Insurance broking experience with HNW clients
• Knowledge of complex risks (multi-property/vehicle)
• Experience with Acturis preferred
• Strong client and insurer relationship skills
• Experience in leadership an advantage

Skills

• Confident communicator with strong numeracy
• Skilled negotiator and influencer
• Organised with good time management
• Team player with client-first approach
• Compliance aware and process focused

If you have the relevant experience or know someone that does please contact me now on 07458162859 or email us at [e-mail]