Scotland Regional Private Client Lead

Cowell Recruitment Ltd; City of Edinburgh, Glasgow, Perth; Hybrid; GBP 90,000 - 120,000; Full time

Benefits offered by this job

A Culture of Innovation

Genuine Support

Purpose & Community

Job summary

Cowell Recruitment Ltd is seeking a Regional Private Client Manager for Scotland to unite Private Clients and Rural into a single regional proposition across Edinburgh, Glasgow and Perth. Hybrid/multi-site with regular travel.

You will lead a high-performing team, shape strategy, manage key client relationships, drive growth and ensure regulatory compliance across FCA, GDPR and Treating Customers Fairly.

Qualifications

• Minimum 7 years in the insurance market providing specialist advisory services.
• Dip CII certification with active progress toward ACII.
• ILM Level 3 certification with active progress toward Level 5.
• Strong general insurance knowledge with broking and negotiation skills.
• Proven leadership across multiple locations.
• Commitment to compliance and CPD; treating customers fairly.

Responsibilities

• Strategic Leadership & Growth: develop, deliver, and articulate the team’s business plan for profitability and growth.
• Team Unification & Management: lead a dispersed Edinburgh, Glasgow, Perth team, set SMART objectives, performance reviews, and staffing.
• Operational & Technical Excellence: oversee renewal strategies, review lapses, and ensure contract certainty.
• Compliance & Governance: ensure FCA, GDPR, AML, and internal standards are met.
• Change & Project Management: lead divisional projects; travel to other UK offices as needed.
• Culture & Development: mentor colleagues, promote learning, and foster collaboration.

Skills

Insurance experience

Dip CII

ILM Level 3

General insurance knowledge

People management

Compliance & ethics

Education

Dip CII

ILM Level 3

Tools

Excel

Data analysis

Job description

Cowell Recruitment Ltd is seeking a Regional Private Client Manager for Scotland to unite Private Clients and Rural into a single regional proposition across Edinburgh, Glasgow and Perth. Hybrid/multi-site with regular travel.

You will lead a high-performing team, shape strategy, manage key client relationships, drive growth and ensure regulatory compliance across FCA, GDPR and Treating Customers Fairly.