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 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

Insurance Broker Sales Consultant

Our client is a growing Financial Services Broker who offers holistic wealth pla...

Location

Singapore , Singapore

Salary:

Not provided

Randstad

Expiration Date

July 12, 2026

Requirements

CMFAS Papers
RNF Certification
Prior experience in HNW clients and life insurance legacy planning is preferred

Job Responsibility

Collaborating with Private Bankers to offer total solution services for High Net Worth (HNW) individuals, businesses and families with diverse needs

Fulltime

Senior Warranty & Indemnity (W&I) Broker

We have been retained by a leading international insurance broking house to appo...

Location

United Kingdom , London

Salary:

Not provided

IDEX Consulting Ltd

Expiration Date

August 27, 2026

Requirements

Candidates must have W&I broking experience, with a strong track record advising private equity sponsors, corporates, and/or infrastructure investors
A deep understanding of M&A processes, sale documentation, and deal dynamics is essential
Ability to manage senior stakeholders and lead complex processes independently
This role is not suitable for candidates without direct transactional risk or W&I broking exposure.

Job Responsibility

Advise clients throughout the full transaction lifecycle
Structure and place W&I insurance solutions on buy-side and sell-side transactions
Lead client discussions and coordinate insurer engagement
Run underwriting processes and negotiate coverage terms
Deliver commercially robust outcomes under tight deal timelines
Collaborate with investment teams, corporate development teams, legal advisors, and insurers
Deliver strategic advice rather than purely transactional placement.

Fulltime

Travel Support Agent

You will be supporting the client managers with members travel and concierge req...

Location

United Kingdom

Salary:

28000.00 - 34000.00 GBP / Year

C&M Travel Recruitment

Expiration Date

Until further notice

Requirements

Travel industry experience is a must in sales, operations etc
Strong sabre knowledge, experience of booking flights on sabre and ideally ticketing, but the ticketing side is not essential
Strong worldwide travel industry experience, the knowledge of tour operations, airlines, luxury hotels etc

Job Responsibility

Supporting 3 internal client managers who deal with the customer directly. Mainly dealing with travel and lifestyle requests. Luxury worldwide holidays, restaurants, Spas etc
Travel wise you will be researching and gaining quotes for luxury worldwide holidays, this could be directly from the hotel, airline, car hire company, private jet broker etc of from third party tour operators, DMCs etc
Using sabre to book flights, hotels etc
Ticketing the flight reservations
Checking passengers in, helping with visa requests, dealing with any special requests etc

What we offer

22 days holidays
pension
health care

Fulltime

Travel Support Agent

Travel support agent - Required for this luxury travel and concierge company. Yo...

Location

United Kingdom

Salary:

Not provided

C&M Travel Recruitment

Expiration Date

Until further notice

Requirements

Travel industry experience is a must in sales, operations etc
Strong sabre knowledge, experience of booking flights on sabre and ideally ticketing, but the ticketing side is not essential
Strong worldwide travel industry experience, the knowledge of tour operations, airlines, luxury hotels etc

Job Responsibility

Supporting 3 internal client managers who deal with the customer directly. Mainly dealing with travel and lifestyle requests
Luxury worldwide holidays, restaurants, Spas etc
Travel wise you will be researching and gaining quotes for luxury worldwide holidays, this could be directly from the hotel, airline, car hire company, private jet broker etc of from third party tour operators, DMCs etc
Using sabre to book flights, hotels etc
Ticketing the flight reservations
Checking passengers in, helping with visa requests, dealing with any special requests etc

What we offer

22 days holidays
pension
health care
1 in 4 Saturdays paid as extra or the option to take a day off

Fulltime

District Sales Manager

The District Sales Manager will build his/her own sales team to sell and close c...

Location

United States , Phoenix

Salary:

75000.00 USD / Year

GoodLeap

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience as a Branch or Sales Manager, Mortgage Broker or related position in mortgage lending, originations and/or mortgage banking environment (retail preferred)
Ability to build a sales team with proven mortgage loan sales producers in a short period
Proven past record of personal production to demonstrate knowledge, experience and ability to train, supervise, monitor and motivate own sales team
Solid understanding of sales and marketing of consumer products and the ability to supervise, train, and teach sales team methods to sell and deliver such products to diverse individuals and groups in a professional, ethical and effective manner
Advanced knowledge of mortgage lending guidelines and regulations (FHA, VA Conventional, FHLMC, FNMA and private investor)
Proficiency with MS Office applications
Strong analytical and mathematical abilities
Excellent oral and written communication skills
Ability to underwrite a file thorough guideline knowledge, great deal structuring ability, and ability to underwrite income

Job Responsibility

Manage the daily operation of the branch including production/origination efforts, recruitment and development of personnel, coaching report and scheduling of tasks
Supervise, train, monitor and motivate Mortgage Loan Officers (inside sales) and/or Mortgage Loan Originators and other production personnel
Oversee the production/origination of multiple Branch offices including new market research, office locations, hiring and management issues
Represent a full range of mortgage financing solutions as a direct lender while educating all potential refinance and purchase clients regarding the features and benefits of our products
Build his/her own sales team to sell and close conventional, FHA and VA residential home loans
Handle all aspects monitoring and managing the sales process within a designated branch

Fulltime

Staff Accountant – Hedge Fund

This is an excellent opportunity for a Big 4 public accountant or financial serv...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

1–6 years of accounting experience within financial services
Experience in public accounting (Big 4 preferred) or working with private equity, venture capital, or hedge fund clients (audit, fund administration, or tax)
Strong Excel and analytical skills
Excellent communication and organizational skills
Interest in building a long-term career in the hedge fund industry

Job Responsibility

Prepare performance summaries and risk metric reports for distribution to clients and investors
Review client NAVs on a monthly or quarterly basis, including investor allocations, waterfall calculations, and capital statements
Research corporate actions and reconcile against prime broker records
Assist with client valuation and expense policies
Coordinate and prepare payments to vendors across client funds and management companies
Utilize Bloomberg Terminal to revalue client holdings
Support internal projects and administrative initiatives across the team
Assist with year-end audit and tax deliverables

What we offer

4 weeks of PTO
Flexible hybrid schedule (1–2 days per week in San Francisco office)
Exposure to hedge fund operations and investment reporting
Medical, vision, dental, and life and disability insurance
Company 401(k) plan

Fulltime

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