Client Associate - Partner Scheme (Equity Track)

IDEX Consulting; Oxford; On-site; GBP 45,000 - 60,000; Full time

Job summary

A private equity-backed advisory firm in Oxford is seeking ambitious Client Associates to reshape risk and insurance advisory. Candidates should have a legal, accounting, or banking background with a minimum of 3 years' experience. The role involves building relationships with senior executives and providing tailored advice. This opportunity allows for early equity potential and a structured training program to enhance your skills. Join us to fast-track your career in a collaborative and values-driven culture.

Benefits

Early equity potential

Structured training program

Access to senior decision-makers

Qualifications

• Minimum 3 years of relevant experience in a professional setting.
• Eagerness to pivot into a client-focused role.
• An inquisitive and commercially minded communicator.

Responsibilities

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

Skills

Relationship building

Risk and insurance advisory

Communication skills

Strategic thinking

Education

Qualified professional in law, accounting, 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.