Succession Account Executive

IDEX Consulting; Aberdeen City, Glasgow, Southampton; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading brokerage firm in Scotland seeks an ambitious Account Executive to inherit a significant client portfolio. This role offers direct mentorship in client retention and a supportive team environment focused on integrity in service. Ideal candidates will be confident in client meetings and eager to grow professionally. We emphasize a culture of inclusion and fairness in the workplace.

Qualifications

• Proven experience as an Account Executive or strong broker.
• Ability to establish client relationships based on trust.
• Ambition matched with a willingness to learn and improve.

Responsibilities

• Shadowing a top-performing director to learn client retention.
• Taking over an established client portfolio.
• Being a reliable in-office presence for internal teams.
• Growing the client book through referrals and upselling.

Skills

Confidence in client interactions

Credibility in professional settings

Willingness to learn and be coached

Job description

Lots of roles talk about "long-term opportunity." This one actually is one. You'll be stepping into a planned succession pathway to take over a £400k book of long-established commercial clients from a senior Client Director with a track record that people in this industry quietly admire (and sometimes loudly fear). He's meticulous. He communicates properly. He believes service means showing up - in person - not just firing off a carefully-worded email and hoping for the best. If you prefer brokers who move fast, cut corners and live on Teams calls, this won't be the career move for you.

What you'll be doing

• Shadowing a top-performing director and absorbing how he's kept clients loyal for years.
• Gradually taking ownership of a well-established portfolio
• Being a visible, reliable presence in the office once or twice a week so internal teams know you, trust you and support you.
• Growing the book through referrals, cross-sells and upsells - not cold calling or volume-driven nonsense.

Who this is actually for

• Someone with enough confidence to face clients who don't have time for fluff.
• Someone who looks credible walking into a boardroom and a muddy site cabin.
• An existing Account Exec wanting a proper career step or a strong broker ready for a field-facing role.
• Someone ambitious but willing to be coached. You'll be shaped, challenged and pushed - in a good way.

What you're really getting

• A rare succession plan where you inherit, rather than build, a significant client book.
• Direct development from someone who's mastered the art of long-term client retention.
• A role within a specialist brokerage known for deep expertise, strong market relationships and a culture where people take pride in doing things properly.

Many Account Executive jobs promise progression. This one practically guarantees it - provided you're the kind of person who listens, learns and delivers. If that sounds like you, we should talk.

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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.