Private Client/HNW Broker
Private Client/HNW Broker
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Job Description
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
Employment Type
Full-Time
