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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: Access to a unique share scheme and excellent career development opportunities.
- 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.
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, 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 style 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 questions! Think about scenarios where you’ve had to manage client expectations or resolve conflicts. Practising your responses will help you feel more confident and ready to impress during interviews.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your application and land that dream job. Plus, it shows you’re serious about joining our team and being part of something special.
We think you need these skills to ace PRIVATE CLIENT MANAGER
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Private Client Manager role. Highlight your leadership experience and any relevant qualifications, like your Dip CII, to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about leading a team in the private client sector and how you can contribute to our culture of bravery and operational excellence.
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 see how you’ve made an impact 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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Cowell Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of the private client sector and the insurance market. Understand the specific needs of High-Net-Worth clients and be ready to discuss how you can elevate their experience.
✨Showcase Your Leadership Skills
Prepare examples that highlight your leadership style and how you've successfully managed teams in the past. Think about times when you've inspired your team or improved performance through coaching and mentoring.
✨Be Data-Driven
Since operational precision is key, come prepared with insights on how you've used data to drive decisions in previous roles. Discuss any experience you have with KPIs and how you've ensured accuracy in workflows.
✨Cultural Fit Matters
This role is all about being the cultural heartbeat of the team. Be ready to talk about how you foster a positive work environment and encourage professional development among your team members.