Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead and inspire a team of 14 Account Handlers in delivering exceptional client service.
- Company: Global, employee-owned insurance leader prioritising people over policy numbers.
- Benefits: Competitive salary, hybrid work model, employee ownership, and comprehensive well-being support.
- Other info: Dynamic environment with opportunities for professional growth and development.
- Why this job: Join a culture of bravery and innovation while making a real impact on high-net-worth clients.
- Qualifications: Proven leadership experience in insurance, with a focus on high-net-worth clients.
The predicted salary is between 50000 - 60000 £ per year.
Location: Edinburgh (Hybrid: 3 days Office / 2 days Home)
Team Size: 14 Account Handlers
Package: £50 - £60 K + Benefits
The Opportunity: Lead the Engine Room of Private Wealth
Our client is a global, employee-owned insurance leader that prioritises people over policy numbers. We are seeking an operational Team Manager to lead, mentor, and elevate a high-performing team of 14 Private Client Account Handlers in our Edinburgh hub. This isn’t a "back-seat" management role. You will be the cultural and technical heartbeat of the team, ensuring that our High-Net-Worth (HNW) clients receive a gold-standard service while fostering an environment where your handlers can thrive, develop, and progress.
- People Leadership & Coaching
- Team Orchestration: Lead and inspire a team of 14 Account Handlers, managing day-to-day workflows to ensure seamless client service.
- Talent Development: Conduct regular 1-to-1s and coaching sessions. You will identify training gaps and mentor handlers through their CII qualification journeys.
- Performance Management: Set clear KPIs and SMART objectives, ensuring the team stays motivated and aligned with the firm’s "client-first" ethos.
- Recruitment & Onboarding: Lead the hiring process for new talent and ensure a best-in-class integration into the team.
- Workflow Management: Oversight of the renewal cycle, mid-term adjustments (MTAs), and new business processing to ensure 100% accuracy and contract certainty.
- Service Standards: Monitor call quality and correspondence, reducing abandonment rates and ensuring every HNW interaction is sophisticated and professional.
- Compliance Oversight: Act as the first line of defense for FCA and GDPR compliance, ensuring all 14 handlers adhere to strict UK regulatory standards.
- Process Innovation: Identify "bottlenecks" in the current handling process and implement smarter ways of working.
- Retention Strategy: Analyze lapse reports and renewal data to drive industry-leading retention rates across the team’s portfolio.
- Stakeholder Collaboration: Build strong internal networks with Brokers and Directors to ensure a unified approach to client wealth management.
The Profile
- Proven Leadership: Experience managing a team of at least 8–10+ individuals within a UK insurance or financial services environment.
- HNW Expertise: A minimum of 7 years’ experience in the insurance market, with a deep understanding of the private client sector.
- Qualified Professional: Dip CII certified (working towards ACII) and ideally ILM Level 3/5 certified.
- Operational Precision: A data-driven mindset with the ability to manage high volumes of work without compromising on quality.
- Communication: The ability to influence, de-escalate complex client issues, and motivate a diverse team.
Why Join a Leader?
- Employee Ownership: When the company wins, you win. Access to a unique share scheme that puts the business in your hands.
- Hybrid Empowerment: A balanced 3:2 hybrid model designed around trust and professional autonomy.
- Culture of Bravery: We encourage our managers to try new leadership styles and operational ideas.
- Well-being First: Comprehensive benefits including volunteering days, mental health support, and a commitment to work-life harmony.
Are you ready to lead 14 of the best handlers in the business? APPLY TODAY!
PRIVATE CLIENT MANAGER in Edinburgh employer: Cowell Recruitment
Contact Detail:
Cowell Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PRIVATE CLIENT MANAGER in Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Private Client Manager role.
✨Tip Number 2
Show off your leadership skills! When you get the chance to chat with potential employers, share examples of how you've led teams before. Talk about your coaching experiences and how you've helped others grow – it’s all about demonstrating that you can inspire and elevate a team.
✨Tip Number 3
Prepare for those tricky interview questions! Think about how you’d handle client issues or improve processes. Practise your responses so you can show you’re not just a great manager but also someone who can think on their feet and innovate.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your application and get noticed. Plus, it shows you’re genuinely interested in joining our team and being part of something special.
We think you need these skills to ace PRIVATE CLIENT MANAGER in Edinburgh
Some tips for your application 🫡
Show Your Leadership Skills: Make sure to highlight your experience in managing teams, especially in the insurance or financial services sector. We want to see how you've inspired and developed your team members, so share specific examples of your leadership style.
Tailor Your Application: Don’t just send a generic CV and cover letter! We love it when candidates tailor their applications to our job description. Mention how your skills align with the role of Private Client Manager and how you can contribute to our client-first ethos.
Be Data-Driven: Since operational precision is key for us, include any relevant metrics or achievements that demonstrate your ability to manage workflows effectively. Show us how you've improved processes or achieved high retention rates in your previous roles.
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’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Cowell Recruitment
✨Know Your Team Dynamics
Before the interview, take some time to understand the dynamics of a high-performing team. Think about how you would lead and inspire a group of 14 Account Handlers. Be ready to share specific examples of how you've successfully managed teams in the past, especially in the insurance or financial services sector.
✨Showcase Your Coaching Skills
Since this role involves mentoring and developing talent, prepare to discuss your coaching style. Bring examples of how you've identified training gaps and helped team members achieve their qualifications. Highlight any experience you have with conducting 1-to-1s and setting SMART objectives.
✨Demonstrate Operational Excellence
Be prepared to talk about your approach to workflow management and ensuring compliance. Discuss any strategies you've implemented to improve accuracy and efficiency in client service. This will show that you understand the importance of operational precision in managing high-net-worth clients.
✨Emphasise Your Communication Skills
Communication is key in this role, so think about how you can demonstrate your ability to influence and motivate a diverse team. Prepare examples of how you've handled complex client issues and collaborated with stakeholders to achieve common goals. This will highlight your capability to foster a client-first ethos.