Private Client/HNW Broker

Banking & Financial Services
Edinburgh
September 12, 2025
Permanent
Urgent

Job Description

Overview

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.)

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 on or email us at

Location

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