Private Clients Broker, Lawes Consulting Group

Lawes Consulting Group

Location:
United Kingdom, Edinburgh

Category:
Insurance

Contract Type:
Employment contract

Salary:

35000.00 GBP / Year

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Job Description:

Private Clients Broker to service High Net Worth clients. The role involves providing expert insurance advice, managing complex portfolios, and ensuring first-class service.

Job Responsibility:

Manage multi-property, multi-vehicle and complex risks
Provide tailored insurance solutions
Handle client meetings, renewals, and insurer reviews
Support colleagues across offices when needed
Issue new business, MTAs, and renewals promptly
Respond quickly to client queries
Maintain product and market knowledge
Assist with claims when required
Negotiate terms with insurers and represent client interests
Keep accurate records and follow compliance standards
Advise High Net Worth clients
Manage policy docs, invoicing, and diary tasks
Reconcile accounts and update records
Draft correspondence to company standards
Complete training and CPD
Follow compliance policies (GDPR, anti-bribery, etc.)
Support team service delivery

Requirements:

Insurance broking experience with HNW clients
Knowledge of complex risks (multi-property/vehicle)
Experience with Acturis preferred
Strong client and insurer relationship skills
Experience in leadership an advantage
Confident communicator with strong numeracy
Skilled negotiator and influencer
Organised with good time management
Team player with client-first approach
Compliance aware and process focused

Nice to have:

Experience with Acturis preferred
Experience in leadership an advantage

Additional Information:

Job Posted:
August 21, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Private Clients Broker