At a Glance
- Tasks: Lead a high-performing team and shape the operational approach of the Private Client division.
- Company: Dynamic company focused on client relationships and business growth.
- Benefits: Competitive salary, professional development, and opportunities for community involvement.
- Why this job: Make a real impact in a rewarding environment while developing your leadership skills.
- Qualifications: 7+ years in insurance, Dip CII certified, strong leadership and communication skills.
- Other info: Mentorship opportunities and a focus on personal development.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a Manager to take on a senior leadership role within the Private Client division, providing strategic direction while leading and developing a high-performing team. This role offers the opportunity to shape the operational approach of the department, lead key client relationships, and contribute directly to the overall success of the business within a dynamic and rewarding environment. The position is responsible for guiding the Private Client team to deliver outstanding service, maintain strong operational efficiency, and support sustained business growth. You will oversee people, processes, and performance to ensure strategic objectives are met, company standards are upheld, and the division continues to perform at a high level.
Key Accountabilities
- Develop and deliver the team's business plan and present it at the annual conference.
- Provide motivational leadership to support business growth and client happiness.
- Establish renewal strategies and ensure appropriate insurance advice is given.
- Lead team costs and support profitability and income growth.
- Direct recruitment and retention efforts according to Group policies.
- Set SMART objectives and conduct regular performance reviews.
- Ensure compliance with regulatory principles and internal policies.
- Identify and communicate business risks and strategic opportunities.
- Prepare and submit reports within required timescales.
- Run effective team meetings and ensure follow-up on actions.
- Lead divisional projects and implement change.
- Mentor colleagues and promote internal learning and development.
- Nominate team members for recognition awards.
- Visit other offices to share guidelines and innovation.
- Coordinate volunteering days and support community initiatives.
- Review lapses and share key findings.
- Promote identification of vulnerable clients and ensure contract certainty.
- Maintain diary management and support reduction in call abandonment rates.
- Act as a positive role model in line with the things we value.
- Build a strong internal network and support team collaboration.
- Promote the 'Just Ask' activity and participate in marketing initiatives.
- Adhere to FCA principles, Howden service standards, accepted market practices, and the CII Code of Ethics to protect client interests.
- Align with GDPR regulations to maintain accurate record-keeping and client communication.
- Adhere to the Bribery Act 2010, sanctions regulations, and anti-money laundering regulations, acting with transparency and responsibility.
Skills and Experience
- Minimum 7 years' experience in the insurance market providing specialist advice.
- Dip CII certified and progressing towards ACII.
- ILM Level 3 certified and progressing towards Level 5.
- Strong technical knowledge across general insurance classes and regulatory standards.
- Excellent client service, negotiation, and broking skills.
- Skilled in team leadership, motivation, and performance management.
- Strong communication skills, both written and verbal.
- Proficient in Excel and data analysis.
- Ability to troubleshoot, problem-solve, and influence effectively.
- Committed to personal development and CPD through e-learning and study.
Private Clients Manager in Edinburgh employer: Howden
Contact Detail:
Howden Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Clients 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, and don’t be shy about reaching out to potential colleagues or mentors. 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 tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build your confidence. Focus on articulating your experience and how it relates to the role of Private Clients Manager. The more comfortable you are, the better you'll perform!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly shows your enthusiasm and commitment to joining our team. Let’s get you that dream job!
We think you need these skills to ace Private Clients Manager in Edinburgh
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Private Clients Manager role. Highlight your relevant experience in the insurance market and showcase how your skills align with the job description. We want to see how you can contribute to our team!
Showcase Leadership Skills: Since this role involves leading a high-performing team, don’t forget to emphasise your leadership experience. Share specific examples of how you've motivated teams and driven business growth in your previous roles. We love seeing those success stories!
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where necessary to make it easy for us to read. We appreciate well-structured applications that get straight to the heart of your qualifications and achievements.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Howden
✨Know Your Stuff
Make sure you brush up on your technical knowledge about general insurance classes and regulatory standards. Being able to discuss these confidently will show that you're not just a manager, but a knowledgeable leader who can guide the team effectively.
✨Showcase Your Leadership Skills
Prepare examples of how you've motivated teams in the past. Think about specific situations where you’ve led projects or improved team performance. This will help demonstrate your ability to provide motivational leadership and support business growth.
✨Be Ready to Discuss Strategy
Since this role involves developing and delivering the team's business plan, be prepared to talk about your strategic vision. Have a few ideas ready on how you would approach operational efficiency and client relationships to contribute to sustained business growth.
✨Engage with Questions
Don’t forget to prepare thoughtful questions for your interviewers. Ask about their current challenges or future goals for the Private Client division. This shows your genuine interest in the role and helps you assess if the company aligns with your values and career aspirations.