At a Glance
- Tasks: Provide bespoke risk management advice to high-value clients and manage complex assets.
- Company: Join a prestigious brokerage in Edinburgh with a strong reputation.
- Benefits: Salary up to £40,000, hybrid work, and career development opportunities.
- Other info: Enjoy a balanced work environment with both collaboration and independence.
- Why this job: Elevate your career in the elite insurance market with high-touch client relationships.
- Qualifications: Proven insurance experience, especially with high-net-worth clients.
Location: Edinburgh (Hybrid: 3 days in-office)
Salary: Up to £40,000 + Benefits
Are you an insurance professional looking to step away from high-volume lines and into the sophisticated world of High-Net-Worth (HNW) and Estates advisory?
We are working with a prestigious, well-established specialist brokerage in Edinburgh to appoint a Private Client & Estates Advisor. This is a consultative, "family office" style position focusing on the intricate needs of landed estates and private wealth clients. It is the ideal move for someone who wants to focus on technical precision and high-touch relationship management rather than transactional processing.
The Role
In this position, you will be the primary point of contact for a portfolio of high-value clients. Your focus is the stewardship of complex assets - ranging from heritage properties and fine art collections to intricate liability exposures.
Key Responsibilities:
- Provide bespoke risk management advice, moving beyond the standard transactional renewal process.
- Oversee a sophisticated book of business, ensuring comprehensive, multi-layered coverage for private estates.
- Build long-term, high-touch relationships with estate managers, trustees, and private individuals.
- Navigate complex policy wordings and collaborate directly with underwriters to secure bespoke terms.
- Work within a meritocratic environment that values individual contribution and high-level service standards.
What We're Looking For:
- Proven track record in insurance, with relevant exposure to HNW, Private Client, or complex Commercial lines.
- You understand that client retention is built on technical expertise and exceptional, personalised service.
- You are highly articulate, with the confidence to advise sophisticated clients and high-level stakeholders.
- You are comfortable working in a hybrid environment, balancing independent portfolio management with collaborative team engagement.
Why This Is Your Move:
- High-End Specialism: Build a highly sought-after expertise in the elite end of the insurance market.
- Pedigree: Join a well-established firm with a deep reputation for long-term client stability and market authority.
- Growth: A professional, meritocratic environment that supports long-term career development.
- Hybrid Flexibility: A balanced 3-day in-office structure that offers both team collaboration and the autonomy of remote work.
To Apply: We are currently shortlisting for this position. If you are ready to elevate your career and focus on high-touch private client work, please submit your CV today for immediate consideration, or contact us directly for a confidential discussion about the firm and the specifics of the role.
Private Clients & Estates Account Handler in Edinburgh employer: Get Recruited (UK) Ltd
Join a prestigious luxury brand in Cornwall as a Remote Marketing Manager, where you'll be part of an exciting journey to elevate the marketing function. With a focus on employee growth and a collaborative work culture, this role offers fantastic benefits and the opportunity to make a significant impact within a fast-growing business. Embrace the autonomy to drive strategic objectives while working alongside a talented team dedicated to brand excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Private Clients & Estates Account Handler in Edinburgh
✨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 Get Recruited (UK) 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 Get Recruited (UK) 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 Private Clients & Estates Account Handler in Edinburgh
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 Get Recruited (UK) Ltd.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Get Recruited (UK) 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 Get Recruited (UK) 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 Get Recruited (UK) 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 Get Recruited (UK) 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 Get Recruited (UK) 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.
