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For Companies At a Glance
- Tasks: Manage high-net-worth clients and provide tailored insurance solutions.
- Company: Established firm with a high-performing, supportive team culture.
- Benefits: Competitive salary, hybrid working, and professional development opportunities.
- Why this job: Make a real impact while working with sophisticated clients and complex portfolios.
- Qualifications: Experience in high-value insurance and strong communication skills.
- Other info: Opportunity for leadership roles and continuous learning.
The predicted salary is between 36000 - 60000 £ per year.
Location: Edinburgh (Hybrid role with flexible office days)
Salary: Competitive, based on experience
About the Role
We are seeking an experienced Private Client Insurance Broker to join a well-established, high-performing team focused on providing exceptional service to high-net-worth clients. This is a relationship-led role, ideal for a broker who enjoys working with complex, bespoke household and personal insurance portfolios, including multi-property and high-value assets. You will work closely with clients and insurers, providing tailored advice, managing renewals and handling complex policies with confidence. There is scope for leadership and supervisory responsibilities for the right candidate.
Key Responsibilities
- Manage a portfolio of high-net-worth clients, providing expert advice on bespoke insurance solutions
- Handle complex policies including multi-property, multi-vehicle, and specialist risks
- Prepare and issue new policies, mid-term adjustments, and renewals in line with timelines
- Build and maintain strong relationships with insurers, negotiating terms and premiums where appropriate
- Meet with clients for reviews and attend insurer appraisals as needed
- Support claims handling and represent clients requirements accurately
- Maintain accurate records, correspondence, and reporting within company procedures
- Attend technical training, CPD courses, and insurer events as required
What We're Looking For
- Good experience in private client, household, or high-value insurance
- Strong communication skills with clients, insurers, and colleagues
- Ability to work independently and collaboratively within a team
- Knowledge of insurance broking systems (e.g., Acturis)
- Negotiation and influencing
- Professional approach with strong customer service awareness
- CII qualifications or working towards them are desirable but not essential
- Leadership or supervisory experience is a plus
What We Offer
- Exposure to complex, high-value personal insurance portfolios
- Hybrid working and flexible office arrangements
- Supportive, collaborative team culture
- Professional development and technical training opportunities
This role is ideal for an experienced broker looking for a career-focused position where you can make a real impact, work with sophisticated clients and grow within a supportive team environment.
Apply Now to explore this exciting opportunity in Edinburgh — all applications will be treated in strict confidence.
Private Client Insurance Broker in Edinburgh employer: Adaptive Group
Contact Detail:
Adaptive Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Insurance Broker in Edinburgh
✨Tip Number 1
Network like a pro! Attend industry events, join relevant online forums, and connect with fellow brokers on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or clients, be ready to showcase your expertise in private client insurance. Tailor your conversation to highlight your experience with high-net-worth clients and complex policies.
✨Tip Number 3
Don’t shy away from follow-ups! After interviews or networking events, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the role.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. It gives us a better sense of your commitment and helps us keep track of your application.
We think you need these skills to ace Private Client Insurance Broker in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in private client insurance. Highlight any specific roles where you've managed high-net-worth clients or complex policies, as this will show us you're the right fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about working with bespoke insurance solutions and how your skills align with our needs. Keep it personal and engaging!
Showcase Your Communication Skills: Since this role involves building relationships with clients and insurers, make sure your application demonstrates your strong communication skills. Use clear, concise language and provide examples of how you've successfully interacted with clients in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Adaptive Group
✨Know Your Stuff
Make sure you brush up on your knowledge of private client insurance, especially around bespoke solutions and high-value assets. Familiarise yourself with common policies and the specific needs of high-net-worth clients, as this will show your expertise and confidence during the interview.
✨Showcase Your Relationship Skills
Since this role is all about building strong relationships, be prepared to discuss how you've successfully managed client relationships in the past. Share specific examples where your communication and negotiation skills made a difference, especially in complex situations.
✨Demonstrate Your Problem-Solving Ability
Think of scenarios where you've handled complex policies or resolved client issues effectively. Be ready to explain your thought process and how you approached these challenges, as this will highlight your ability to manage high-value portfolios.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
