Client Associate - Partner Scheme (Equity Track)

IDEX Consulting; Birmingham; On-site; GBP 150,000 - 200,000; Full time

Job summary

A private equity-backed advisory firm in Birmingham is on the lookout for ambitious Client Associates to join their Partner Scheme. Candidates with a background in legal, accounting, or banking are encouraged to pivot into insurance. The role involves cultivating relationships with senior executives and providing tailored risk and insurance advice. Joining this firm offers early equity potential, immediate access to decision-makers, and a structured training program for career fast-tracking.

Benefits

Equity potential

Structured training program

Collaborative culture

Qualifications

• Minimum of 3 years' relevant experience in a professional role.
• Eager to transition into a client-focused role.
• Ability to influence and communicate at board level.

Responsibilities

• Cultivate relationships with senior executives and entrepreneurs.
• Act as a centre of influence within your sector.
• Provide tailored risk and insurance advice.

Skills

Relationship building

Communication

Strategic thinking

Client-focused approach

Education

Qualified professional in law, accountancy, or banking

Job description

The Opportunity

We are working with an award‑winning, private equity‑backed business reshaping how clients experience risk and insurance advice. They are seeking the next generation of Client Associates to join their Partner Scheme. Partnership is at the core of what they do — and they're looking for ambitious professionals from legal, accounting, or banking backgrounds who are ready to pivot into insurance, influence at board level, and fast‑track their careers.

What You'll Do

• Cultivate relationships with senior executives, C‑suite, and entrepreneurs
• Act as a centre of influence within your sector, building deep, trusted partnerships
• Provide holistic risk and insurance advice tailored to client needs
• Collaborate with market‑leading specialists to deliver technical execution at the highest level

Why Join?

• Early equity potential with a clear, accelerated pathway to partnership
• Immediate access to senior decision‑makers and strategic advisory work
• A collaborative, entrepreneurial, values‑driven culture
• Structured training programme to fast‑track your learning and smooth your transition into risk and insurance advisory

Who You Are

• A qualified professional (law, accountancy, or banking) with a minimum of 3 years' relevant experience
• Eager to move into a relationship‑driven, client‑focused role
• An inquisitive communicator, naturally commercial and boardroom‑ready
• Strategic, curious, and motivated to build long‑term business impact

Rethink what your career can be.

This is your chance to make a career‑defining move with long‑term influence and growth.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.