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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, and comprehensive well-being support.
- Other info: Opportunity for professional growth and access to a unique share scheme.
- Why this job: Join a culture of bravery and innovation while making a real impact.
- 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.
- Operational Excellence
- 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.
- Strategic Contribution
- 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!
Cowell Recruitment Ltd is an equal opportunities recruitment agency. E&OE.
PRIVATE CLIENT MANAGER employer: Cowell Recruitment
Contact Detail:
Cowell Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PRIVATE CLIENT MANAGER
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out as someone who’s genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain why you’re the perfect fit for the Private Client Manager role. Highlight your leadership experience and how you can elevate the team while ensuring top-notch service for HNW clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace PRIVATE CLIENT MANAGER
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Private Client Manager. Highlight your leadership experience and any relevant qualifications, like your Dip CII. We want to see how you can lead a team and deliver top-notch service to HNW clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the private client sector and how your experience aligns with our values. Show us your personality and what makes you the perfect fit for our team.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Whether it’s improving client retention rates or mentoring team members, we want to know how you've made an impact in your previous roles. Numbers and specific examples work wonders!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Cowell Recruitment
✨Know Your Team Inside Out
Before the interview, take some time to research the company’s culture and values. Understand how they operate and what they expect from a Private Client Manager. This will help you articulate how your leadership style aligns with their vision and how you can inspire and elevate the team.
✨Showcase Your HNW Expertise
Be prepared to discuss your experience in the high-net-worth sector. Bring specific examples of how you've managed client relationships and delivered exceptional service. Highlight any successful strategies you've implemented that led to improved retention rates or client satisfaction.
✨Demonstrate Your Coaching Skills
Since this role involves mentoring and developing a team, be ready to share your approach to coaching. Discuss how you identify training gaps and support team members through their professional journeys, especially regarding CII qualifications. This shows you’re invested in their growth.
✨Prepare for Operational Challenges
Think about potential bottlenecks in the current handling process and come up with innovative solutions. Be ready to discuss how you would ensure operational excellence and compliance while managing workflows effectively. This will demonstrate your proactive mindset and strategic thinking.