Private Clients Broker Job at Lawes Consulting Group (Edinburgh)

Account Executive – Private Clients

Lawes Recruitment is working on behalf of a respected insurance brokerage to app...

Location

United Kingdom , Buckinghamshire

Salary:

33000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Previous experience in a personal lines insurance role (e.g. Account Executive or client-facing broker)
Working knowledge of products such as home, motor, and travel insurance
Familiarity with insurance platforms and client management systems
Understanding of FCA compliance and Consumer Duty principles
Working towards or willing to study for professional qualifications (e.g. Cert CII)
Experience in handling renewals, new business, and general personal lines account servicing

Job Responsibility

Develop and maintain strong relationships with personal lines clients, acting as their trusted advisor throughout the policy lifecycle
Handle renewals and policy reviews, ensuring timely and accurate updates to meet evolving client needs
Identify and pursue new business opportunities through referrals, networking, and warm leads
Liaise with insurers to negotiate favourable terms and present suitable product options
Ensure compliance with FCA regulations and internal standards, maintaining accurate documentation and clear communication
Collaborate with colleagues across teams to ensure seamless service delivery and a positive client experience
Stay informed on market trends, emerging risks, and product developments to provide clients with the most up-to-date advice

Fulltime

Private Clients Development Underwriter

We’re engaged with a reputable insurance firm who is looking for an experienced ...

Location

United Kingdom , London

Salary:

50000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

CII DIP CII or ACII
Extensive prior underwriting experience
Solid knowledge of legal and regulatory requirements
Strong sales mindset with the ability to build relationships and develop close rapport with brokers
Ability to learn and adapt to change
High level of numeracy, analytical, and literacy skills
Exceptional organisational and prioritisation skills
Effective communication abilities

Job Responsibility

Underwrite new business and renewal risks within delegated binding authorities
Engage directly with insurers for technical referrals
Build and maintain strong relationships with key trading partners
Manage MTAs, cancellations, and general referral inquiries
Contribute to the creation and execution of sales campaigns
Serve as a technical reference to support Underwriting Teams, Junior Colleagues, and Account Managers
Assess the impact of claims and risk management on case performance and adjust underwriting accordingly

Fulltime

Private Jet Broker

A fantastic opportunity for an experienced Private Jet Broker with business deve...

Location

United Kingdom

Salary:

45000.00 - 55000.00 GBP / Year

C&M Travel Recruitment

Expiration Date

Until further notice

Requirements

Previous experience of selling to UHNW clients
Previous experience of working in private jet charter brokering, or closely related field
Excellent Knowledge of the private aviation industry to include aircraft types and regulations
Excellent communication skills with the ability and experience of building rapport with Luxury clientele
Ability to work well under pressure with strong attention to detail in a fast-paced environment
Proactive and productive nature

Job Responsibility

Build and maintain relationships with potential HNW clients understanding their specific needs and preferences providing tailored solutions
Offer expert advice on aircrafts, routing and logistics
Build and develop your client portfolio making outbound sales calls to prospective new UHNW clients
Ensure clients expectations are exceeded, by being available for them 24/7 to be able to respond to client enquiries and handle last minute changes or requests

What we offer

Excellent commission at ave12.5% on Bookings
Fully Remote / homeworking, with a team meeting in London once a month
An exciting time to join a Global company who wish to grow their brand further over the next 12 months
This role is supported by an operational team and a Charter team to assist with the onboarding of new clients and get the jets off the ground

Fulltime

HNW Trading Underwriter

A big name in the HNW/PC space is seeking a Trading Underwriter to join their we...

Location

United Kingdom , Birmingham

Salary:

45000.00 - 55000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Logical and analytical thinker
Underwriting experience within HNW/Private Clients
Natural flair for building relationships with brokers
Collaborative team player
Ambitious and driven

Job Responsibility

Underwriting Art and Private Client products
Working towards set targets including profitability, GWP, conversion, productivity, referral rate reduction, and turnaround times
Developing sales skills and appreciation of sales and underwriting strategy
Negotiating with internal and external parties, including key broker partners
Challenging non-standard underwriting decisions and identifying process improvements

Fulltime

New

Chief Risk Officer – Private Client Group

Leads development of an operational risk approach, the setting of target risk le...

Location

United States , Saint Petersburg; New York

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s Degree (B.A.), preferably in Mathematics, with a minimum of fifteen (15) years of financial services experience required
Experience in broker-dealer or wealth management firms preferred, especially with exposure to front-office or first-line risk roles in addition to second-line oversight
Demonstrated track record building or transforming risk functions and working with UHNW advisory businesses, structured product platforms, or alternative investments is strongly preferred
Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management
Risk assessment methodologies
Risk governance structure and design
Risk policy and procedures
Infrastructure design, risk controls and segregation of duties
Relevant risk-based regulatory schemes including Basel I and Basel II and current rules under review
Sarbanes Oxley regulations

Job Responsibility

Establishes and oversees the implementation of a risk management framework for the business unit, to include defining the business appetite for risk taking and establish appropriate controls
Conducts and presents regular risk reviews in order to provide an independent perspective of the business and to keep pace with the changing business environment
Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm’s wealth management unit, and Asset Management divisions, serving as a strategic and independent partner to evaluate, challenge, and guide business decisions
Continuously monitors and analyzes the businesses risk profile and tolerance to include daily risk monitoring across all relevant risk stripes including market, credit, liquidity and operational risks
Identifies emerging risks and advises on risk mitigation strategies
Leads the development and implementation of risk assessment and quantification models needed to risk manage the business
Oversees and evolves risk reporting processes to enhance the accuracy and effectiveness of risk information
Ensures the business risk management practices comply with regulatory requirements and industry best practices. Also, engages with regulators to provide essential risk context
Reports risk-related data including risk exposure, compliance to risk policies, and effectiveness of current risk management strategies to the Board of Directors, senior management and various risk committees
Collaborates with the business and other key stakeholders to evaluate the risk associated with potential mergers and acquisitions, new product offerings, and other initiatives

Fulltime

Client Services Manager – Private Jet Charter

We’re looking for an experienced travel professional who understands the pace, p...

Location

United Kingdom

Salary:

35000.00 GBP / Year

C&M Travel Recruitment

Expiration Date

Until further notice

Requirements

2+ years’ experience in the travel industry, from within aviation or private jet charter
Exposure to private aviation, flight support, fixed based operator ( FBO) or charter operations is essential
Experience working with HNW or UHNW clients is highly desirable
Strong understanding of aviation terminology, scheduling, and operational requirements
Confident communicator with excellent stakeholder and client management skills
Calm, organised, and decisive in fast-paced environments
Strong attention to detail with commercial awareness
Proficient in MS Office
Fluent English essential

Job Responsibility

Managing private jet charter bookings from confirmation through to invoicing
Producing accurate, bespoke quotes and proposals for HNW/UHNW clients
Acting as the main point of contact for clients, operators and global partners
Liaising with operators, brokers and handling agents to secure aircraft and services
Supporting flight operations with schedule changes, re-quotes and problem solving
Maintaining accurate data across CRM systems
Ensuring compliance, accuracy and exceptional service levels

What we offer

Training and long-term career development in private aviation
Work-from-home model

Fulltime

Existing Business Underwriter

To build and maintain strong broker relationships while delivering a high level ...

Location

United Kingdom , London

Salary:

40000.00 - 47500.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Minimum of 2 years’ Private Client / HNW underwriting experience
proven ability to manage renewals, MTAs, and cancellations within strict SLAs
background in working with brokers and building long-term relationships
familiarity with compliance requirements in the insurance sector
strong communication and relationship-building skills
excellent organisational ability with the capacity to prioritise and meet deadlines
strong commercial underwriting knowledge
problem-solving mindset with ability to perform under pressure
proficiency in Microsoft Word and Excel
self-motivated, reliable, and a strong team player

Job Responsibility

Provide renewal invites to brokers within SLA deadlines
action mid-term adjustments and cancellations promptly
handle broker calls in a professional and friendly manner
work through renewal queries to maximise retention
operate within underwriting licence and refer cases appropriately
support colleagues by acting as a referral point when needed
build and maintain professional relationships with brokers
deliver a collaborative underwriting approach using both underwriting guides and senior colleague expertise
take initiative to improve processes and contribute to wider team goals
ensure compliance with Treating Customers Fairly (TCF) principles and regulatory standards

Fulltime

Personal Lines Account Handler

Due to growth, this respected insurance broker has an opportunity for a Personal...

Location

United Kingdom , Edinburgh

Salary:

28000.00 - 32000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Experience gained handling private client insurance accounts
Highly motivated and efficient
Excellent customer service
Ability to handle a variety of communication channels (telephone, email, post)
Strong organisational skills for managing and updating client records
Sales-oriented mindset for upselling and cross-selling products
Willingness to pursue professional qualifications (Cert CII)

Job Responsibility

Act as a Personal Insurance Broker on specific nominated accounts
Manage a range of customer enquiries via telephone, email and post
Develop the account through existing client contacts and contribute to maximising growth through converting new business enquiries, cross sale and up sale of relevant ancillary products
Provide assistance to the claims department with any relevant claims
Updating client records with accurate information received from insurers
Transfer of copy and documents into the client electronic file
Maintain good credit control within your client portfolio
Ensure advice given meets clients' requirements and recommendations and reasons documented

Fulltime

Private Clients Broker

Lawes Consulting Group

Location:
United Kingdom , Edinburgh

Category:
Insurance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
August 21, 2025

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Job Description:

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Job Posted:August 21, 2025

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Job Posted:
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