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, unique share scheme, hybrid work model, and comprehensive well-being support.
- Other info: Join a culture that encourages innovation and values work-life harmony.
- Why this job: Be the heartbeat of a high-performing team and make a real impact on client experiences.
- Qualifications: Proven leadership in insurance, with a minimum of 7 years in the private client sector.
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 defence 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: Analyse 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.
Cowell Recruitment Ltd is an equal opportunities recruitment agency. E&OE.
Team Manager: Private Client Operations. Job in Edinburgh LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a global, employee-owned insurance leader in Edinburgh, where your role as Team Manager will not only shape the future of our Private Client Operations but also foster a culture of growth and innovation. With a strong emphasis on employee well-being, a unique share scheme, and a supportive hybrid work model, we empower our managers to lead with bravery and creativity while ensuring our High-Net-Worth clients receive unparalleled service. Experience a workplace that prioritises personal development, operational excellence, and a collaborative spirit, making it an exceptional environment for meaningful and rewarding employment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Team Manager: Private Client Operations. Job in Edinburgh LilyLifestyle Jobs
✨Tip Number 1
Get to know the company culture before your interview. Research their values and how they treat their employees. This will help you tailor your answers and show that you're a great fit for their team.
✨Tip Number 2
Practice your leadership stories! Think of specific examples where you've led a team or resolved conflicts. This will help you demonstrate your experience in managing and mentoring, which is key for this role.
✨Tip Number 3
Network like a pro! Connect with current or former employees on LinkedIn. They can give you insider tips about the interview process and what the company really values in a Team Manager.
✨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 Team Manager: Private Client Operations. Job in Edinburgh LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the job description. Highlight your leadership experience and any relevant qualifications, like your Dip CII. We want to see how you can lead a team of Account Handlers and elevate their performance!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for people leadership and operational excellence. Tell us why you're the perfect fit for our Private Client Operations team in Edinburgh.
Showcase Your HNW Expertise:Since this role focuses on High-Net-Worth clients, make sure to highlight your experience in the private client sector. We’re looking for someone who understands the nuances of providing top-notch service to HNW individuals.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our fantastic team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your knowledge of the insurance market, especially in relation to high-net-worth clients. Understand the key challenges and trends in the industry, as well as the specific services offered by the company. This will show that you're not just interested in the role but are genuinely invested in the sector.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led teams in the past. Think about specific situations where you’ve motivated your team, managed performance, or implemented training programmes. Be ready to discuss your approach to coaching and how you can elevate a team of account handlers.
✨Demonstrate Operational Excellence
Familiarise yourself with the operational aspects of the role, such as workflow management and compliance oversight. Be prepared to discuss how you would ensure accuracy and efficiency in processes, and think of ways you could innovate current practices to improve service delivery.
✨Engage with the Company Culture
Research the company's culture and values, particularly their emphasis on employee ownership and well-being. Be ready to discuss how your leadership style aligns with their culture of bravery and innovation. Showing that you fit into their ethos can set you apart from other candidates.
