At a Glance
- Tasks: Lead and unify teams across Scotland, driving growth and client relationships.
- Company: Dynamic insurance firm focused on innovation and community impact.
- Benefits: Hybrid work, career development, and a supportive culture.
- Other info: Join a diverse team committed to authenticity and positive change.
- Why this job: Shape the future of private client services while making a real difference.
- Qualifications: 7+ years in insurance, leadership skills, and relevant certifications.
The predicted salary is between 63000 - 77000 £ per year.
Location: Hybrid / Multi-site across Edinburgh, Glasgow, and Perth (with regular travel between offices)
Employment Type: Permanent
Sector: Insurance / Private Client & Rural Broking
About the Role
This is a rare, high-impact leadership opportunity at a pivotal moment for our Scottish operations. We are looking for an experienced insurance leader to manage the unification of two legacy departments - Private Clients and Rural - into one cohesive Regional Private Client proposition for Scotland. In this role, you will lead the sharing of technical expertise across both groups while ensuring alignment with best-practice processes across the wider UK Private Client and Rural division. Reporting directly to the Regional Director, you will shape the operational approach of the department, lead key client relationships, drive commercial growth, and inspire a high-performing team spanning our Edinburgh, Glasgow, and Perth offices.
Key Responsibilities
- Strategic Leadership & Growth: Help develop, deliver, and articulate the team's business plan, driving profitability, income growth, and cost management.
- Team Unification & Management: Lead and motivate a dispersed team across Edinburgh, Glasgow, and Perth, setting SMART objectives, conducting performance reviews, and steering recruitment and retention.
- Operational & Technical Excellence: Oversee renewal strategies, review lapses, ensure contract certainty, and champion the identification and support of vulnerable clients.
- Compliance & Governance: Ensure strict adherence to FCA principles, the CII Code of Ethics, GDPR, anti-money laundering regulations, and internal company standards.
- Change & Project Management: Lead divisional projects, implement change smoothly, and travel occasionally to other UK offices to share guidelines, innovation, and best practices.
- Culture & Development: Act as a positive role model, mentor colleagues, promote internal learning and development, and foster collaboration across a strong internal network.
Skills & Experience
- Industry Experience: Minimum of 7 years in the insurance market providing specialist advisory services.
- Technical Qualifications: Dip CII certified (with active progress toward ACII).
- Leadership Qualifications: ILM Level 3 certified (with active progress toward Level 5).
- Commercial Acumen: Strong technical knowledge across general insurance classes, excellent broking and negotiation skills, and proficiency in Excel/data analysis.
- People Skills: Proven ability to lead, motivate, troubleshoot, influence, and manage performance across multiple locations.
- Professional Standards: Uncompromising commitment to compliance, CPD, and treating customers fairly.
What We Offer in Return
We believe in a career that you define. We value diversity - there is no single "type" - and we empower our people to bring their authentic selves to work.
- A Culture of Innovation: Our successes come from people who are brave enough to try something new.
- Genuine Support: We look out for one another through everyday moments and bigger challenges alike.
- Purpose & Community: We are determined to make a positive difference at work, through local community initiatives, and via supported volunteering days.
Only applicants with right to work in the UK will be considered for the role.
Regional Private Clients Manager in Glasgow employer: Cowell Recruitment Ltd
Join a well-established company in Taunton that prioritises employee growth and development, offering competitive salaries and a comprehensive benefits package. With ongoing training opportunities, including support for professional qualifications, and a friendly work culture, you will thrive in a role that allows you to build meaningful client relationships while enjoying a healthy work-life balance. Our commitment to your well-being is reflected in our generous holiday allowance, pension contributions, and access to various lifestyle benefits.
StudySmarter Expert Advice🤫
We think this is how you could land Regional Private Clients Manager in Glasgow
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Cowell Recruitment Ltd). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Cowell Recruitment Ltd. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Regional Private Clients Manager in Glasgow
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Cowell Recruitment Ltd.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Cowell Recruitment Ltd. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Cowell Recruitment Ltd
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Cowell Recruitment Ltd to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Cowell Recruitment Ltd, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Cowell Recruitment Ltd's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
