Private Clients & Estates Account Handler

Location:

Edinburgh (Hybrid: 3 days in-office)

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.

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.

• 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.

• 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.

• 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.

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.