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Private Client Manager

Cowell Recruitment
Edinburgh, GB
GBP 40,000 - GBP 65,000
full timeGBEdinburghOn-siteGBP 3,333.33/mo minGBP 5,416.67/mo maxGBP 40,000/yr minGBP 65,000/yr maxseniorENBusinessEngineeringcv-library.co.uk

Job Description

Senior Manager | Private Client Division

A British Success Story with a Global Reach

Our client is a pre-eminent UK-headquartered insurance group, built on a foundation of employee ownership and specialist expertise. Unlike traditional corporate brokers, they operate with an entrepreneurial 'no-limits' mindset, where every manager is a stakeholder in the company’s collective success.

We are looking for a Senior Manager to lead the Private Client Division in Edinburgh. This role is designed for a professional who understands the complexities of the UK wealth landscape—from historic estates and prestige motor portfolios to high-value London and regional property—and possesses the leadership gravitas to drive a high-performing team forward.

Strategic UK Market Leadership
Business Architecture: Develop and execute the division’s annual UK business plan, presenting your roadmap at the national conference.
Portfolio Stewardship: Oversee complex renewal strategies and ensure the delivery of bespoke advice that meets the highest UK technical standards.
Commercial Growth: Drive profitability and income growth, positioning the firm as the premier choice for UK private wealth insurance.

Team Development & Mentorship
High-Performance Leadership: Provide motivational management to a team of specialists, fostering a culture of accountability and client happiness.
Professional Standards: Direct recruitment and mentor colleagues through CII and ILM qualification pathways, ensuring a gold standard of internal talent.
Performance Excellence: Set SMART objectives and conduct regular reviews to ensure the division consistently outperforms market benchmarks.

Governance & Advocacy
Regulatory Rigour: Maintain total adherence to FCA principles, GDPR, and the CII Code of Ethics, acting as the first line of defense for client interests.
Operational Innovation: Identify strategic opportunities, lead divisional projects, and implement change that keeps the firm at the cutting edge of the UK market.
Community Impact: Act as a role model by coordinating volunteering days and supporting regional community initiatives.

The Profile
Market Pedigree: At least 7 years’ experience in the UK insurance market, specifically providing specialist advice to HNW/UHNW individuals.
Qualified Leader: Dip CII certified (with clear progression towards ACII/Chartered status) and ILM Level 3+ certified.
Technical Excellence: Deep knowledge of UK general insurance classes and the ability to navigate complex regulatory landscapes.
Communication: Exceptional negotiation skills and the ability to build a strong internal network across the UK group.

The Reward
Equity & Ownership: The opportunity to participate in a market-leading employee share scheme.
Bespoke Benefits: A package designed for professionals, including hybrid working, flexible hours, and a commitment to work-life harmony.
Defined Career Path: A transparent trajectory into senior executive leadership within one of the UK's most respected brokers.
Posted 4/9/2026
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