Private Clients & Estates Account Handler

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 col...