Client Director

IDEX Consulting; Remote; GBP 70,000 - 100,000; Full time

Job summary

A leading independent broker in the UK is seeking an Account Executive or Director to manage a portfolio worth £500,000 and contribute to strategic decision-making at a board level. This role offers significant autonomy, the chance to shape company outcomes, and an opportunity to mentor upcoming talent. Candidates should possess a proven record in account management and be at least DIP qualified. A very generous salary package is on offer.

Benefits

Generous salary package

Qualifications

• Successful background in client account management for corporate clients.
• Ability to influence strategic business decisions as a board member.

Responsibilities

• Manage and grow a portfolio generating around £500,000 in income.
• Shape the company's future and contribute to leadership decision-making.
• Mentor the next generation of talent within the company.

Skills

Proven track record in account management

Experience with corporate and large commercial clients

Team building and mentoring skills

Education

DIP qualification or higher (APFS, LLB)

Job description

Overview

If you are an Account Executive or Account Director (can be based anywhere in the UK) and would like to work for an independent broker with the opportunity to build a team around you, read on.

I am recruiting for a rare board-level opportunity with a highly respected independent broker, inheriting a book from a retiring Account Director. They are not retiring for a while, so you'll have the chance to work closely with them to ensure a thorough, well-supported handover of their clients. You will report directly to the Managing Director and hold a seat on the board, where you'll have genuine influence over the strategic direction of the business.

Beyond managing and growing a high-value book of corporate and large commercial clients—generating around £500,000 in income—you'll play a key role in shaping the company's future. Working for an independent broker means you'll benefit from greater autonomy, closer collaboration with decision-makers, and the ability to truly shape outcomes for clients without the red tape of a larger corporate environment.

As a board member, you'll help steer overall business planning and growth initiatives, bring fresh ideas to the leadership table, and contribute to decision-making at the highest level. You'll also have the opportunity to mentor and support the next generation of talent coming through the business, helping to build and strengthen the team for long-term success.

When I asked the CEO why this was, his answer was simple but stood out: Look after your staff and they won't leave.

You will have a proven and successful track record in a similar position ideally with a focus on corporate or large commercial clients.

You will be at least DIP qualified but APFS, or perhaps even an LLB etc qualifications are all acceptable too.

Very generous package on offer as they want the best.

Get in touch to discuss further.

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Our Diversity, Equity and Inclusion Mission

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.