Private Clients & Estates Account Handler
Get-Recruited (UK) Ltd • Edinburgh, City of Edinburgh • Posted July 09, 2026
About the Role
Private Client & Estates Insurance Advisor
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 ...
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 ...