Private Client Manager

Lawes Consulting Group; City of Edinburgh; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Flexible working

Hybrid working

Support with reasonable adjustments

Job summary

Lawes Consulting Group is seeking an experienced Private Clients Manager to lead its Scotland division, combining Private Clients and Rural into a single regional client proposition.

You will set strategic direction, lead a high-performing team across Edinburgh, Glasgow and Perth, and ensure compliant, best-practice processes within the wider UK Private Client and Rural division.

Qualifications

• At least 7 years' experience giving specialist advice in the insurance market.
• Dip CII qualified and working towards ACII.
• ILM Level 3 qualified and working towards Level 5.
• Strong technical knowledge across general insurance classes and regulatory standards.

Responsibilities

• Reporting to the Regional Director, helping to develop, deliver and communicate the team's business plan.
• Providing motivational leadership to drive business growth and client satisfaction.
• Managing the team across three offices (Edinburgh, Glasgow and Perth) and travelling to each regularly.
• Setting renewal strategies and making sure clients get the right insurance advice.
• Managing team costs and supporting profitability and income growth.
• Leading recruitment and retention, setting SMART objectives and carrying out regular performance reviews.
• Ensuring compliance with FCA principles, GDPR, anti-money laundering, sanctions and Bribery Act requirements, and the CII Code of Ethics.
• Spotting and communicating business risks and strategic opportunities.
• Leading divisional projects and putting change in place.
• Reviewing lapses, promoting the identification of vulnerable clients and ensuring contract certainty.

Skills

Team leadership

Client service

Negotiation

Communication

Excel

Data analysis

Problem solving

CPD

Education

Dip CII

ACII in progress

ILM Level 3

Job description

Salary: £Competitive, dependent on experience

Location: Edinburgh (covering Edinburgh, Glasgow and Perth)

PURPOSE OF ROLE

Our client, a leading global insurance broker, is looking for an experienced Private Clients Manager to lead its Private Client division in Scotland. You will set the division's strategic direction and lead and develop a high-performing team.

What makes this role stand out is that you will bring two existing departments, Private Clients and Rural, together into one Regional Private Client proposition for Scotland. You will lead the sharing of technical expertise across both teams. You will also keep their processes compliant and in line with best practice across the wider UK Private Client and Rural division.

RESPONSIBILITIES

• Reporting to the Regional Director, helping to develop, deliver and communicate the team's business plan
• Providing motivational leadership to drive business growth and client satisfaction
• Managing the team across three offices (Edinburgh, Glasgow and Perth) and travelling to each regularly
• Setting renewal strategies and making sure clients get the right insurance advice
• Managing team costs and supporting profitability and income growth
• Leading recruitment and retention, setting SMART objectives and carrying out regular performance reviews
• Ensuring compliance with FCA principles, GDPR, anti-money laundering, sanctions and Bribery Act requirements, and the CII Code of Ethics
• Spotting and communicating business risks and strategic opportunities
• Leading divisional projects and putting change in place
• Reviewing lapses, promoting the identification of vulnerable clients and ensuring contract certainty

DAY-TO-DAY

• Running effective team meetings and following up on actions
• Preparing and submitting reports on time
• Mentoring colleagues and promoting learning and development
• Managing diaries and helping to reduce call abandonment rates
• Building a strong internal network, including visits to offices outside Scotland to share best practice
• Supporting marketing initiatives, volunteering days and community projects

EXPERIENCE

• At least 7 years' experience giving specialist advice in the insurance market (essential)
• Dip CII qualified and working towards ACII (essential)
• ILM Level 3 qualified and working towards Level 5
• Strong technical knowledge across general insurance classes and regulatory standards

SKILLS

• Proven team leadership, motivation and performance management (essential)
• Excellent client service, negotiation and broking skills
• Strong written and verbal communication
• Skilled in Excel and data analysis
• Able to troubleshoot, solve problems and influence effectively
• Committed to ongoing personal development and CPD

BENEFITS

• A permanent, full-time leadership role with clear influence over the direction of the division
• Flexible and hybrid working may be available
• Support with reasonable adjustments throughout the process