Private Client / HNW Broker

Lawes Consulting Group; City of Edinburgh; On-site; GBP 29,000 - 35,000; Full time

Job summary

A consulting firm in Edinburgh is seeking a Private Clients Broker to provide expert insurance advice for High Net Worth clients. The role involves managing complex insurance portfolios and ensuring first-class service. Ideal candidates should have insurance broking experience, strong communication skills, and the ability to negotiate effectively. This position is full-time, offering a competitive salary.

Qualifications

• Insurance broking experience with HNW clients.
• Knowledge of complex risks (multi-property / vehicle).
• Strong client and insurer relationship skills.

Responsibilities

• Manage multi-property, multi-vehicle, and complex risks.
• Advise High Net Worth clients.
• Negotiate terms with insurers and represent client interests.

Skills

Strong communication

Technical knowledge

Leadership skills

Negotiation

Client-first approach

Tools

Acturis

Job description

Job Description

Job title : Private Clients Broker

Salary : 35000

Location : Edinburgh

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.)
• Support team service delivery

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

Key Skills

Sales Experience,B2B Sales,Business Management,Pricing,Securities Law,Service-Oriented Architecture,Inside Sales,Market Research,Outside Sales,Telemarketing,WebSphere,negotiation

Employment Type : Full-Time

Experience : years

Vacancy : 1