Private Client/HNW Broker

Edinburgh - UK

Monthly Salary: Not Disclosed

Posted on: 31-08-2025

Vacancies: 1 Vacancy

Job Summary

Job Description

Job title: Private Clients Broker

Salary: 35000

Location: Edinburgh

PURPOSE OF ROLE
We are assisting our client inrecruiting 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

If you have the relevant experience or know someone that does please contact me now onor email us at

Job DescriptionJob title: Private Clients BrokerSalary: 35000Location: EdinburghPURPOSE OF ROLEWe are assisting our client inrecruiting for a Private Clients Broker to service High Net Worth clients. The role involves providing expert insurance advice managing complex portfolios and ensuring first-c...