HNW Private Client & Estates Advisor (Hybrid Edinburgh)

HNW Private Client & Estates Advisor (Hybrid Edinburgh)

Full-Time 40000 - 40000 £ / year (est.) No working from home possible
Get Recruited Ltd

At a Glance

  • Tasks: Manage high-value client portfolios and navigate complex assets with bespoke insurance solutions.
  • Company: Prestigious Edinburgh broker known for excellence in private client services.
  • Benefits: Salary up to £40,000, hybrid working, and comprehensive benefits package.
  • Other info: Enjoy a flexible work environment with opportunities for professional growth.
  • Why this job: Join a dynamic team and make a real difference in high-net-worth client advisory.
  • Qualifications: Experience in insurance advisory and strong relationship management skills.

The predicted salary is between 40000 - 40000 £ per year.

Get Recruited (UK) Ltd is assisting a prestigious Edinburgh broker to appoint a Private Client & Estates Insurance Advisor.

The role centers on high-net-worth and estate advisory, offering a hybrid 3-day in-office pattern and a salary up to £40,000 plus benefits.

You will manage a portfolio of high-value clients, navigating complex assets and bespoke terms with underwriters, delivering high-touch, technical service and relationship stewardship.

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Get Recruited Ltd

Contact Details:

Get Recruited Ltd Recruitment Team

We think you need these skills to ace HNW Private Client & Estates Advisor (Hybrid Edinburgh)

Communication Skills
Problem-Solving Skills
Attention to Detail
Client Relationship Management
Team Collaboration
Adaptability
Leadership Skills