At a Glance
- Tasks: Build relationships with senior executives and provide tailored risk and insurance advice.
- Company: Award-winning private equity-backed business reshaping client experiences.
- Benefits: Up to £80,000 salary, equity potential, and accelerated career growth.
- Why this job: Join a partnership-focused team and influence at board level.
- Qualifications: Qualified professional with 3+ years in law, accountancy, or banking.
- Other info: Structured training programme for smooth transition into advisory roles.
The predicted salary is between 48000 - 72000 £ per year.
Location: Bristol, Birmingham or Oxford
Starting base: Up to £80,000 + annual performance reviews | Equity potential | Accelerated career path and growth.
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
- 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
This is your chance to make a career-defining move with long-term influence and growth.
Client Partner in Oxford employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Partner in Oxford
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. Remember, it’s all about building those relationships that can lead to opportunities.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you articulate why you’re the perfect fit for the role and show that you’re genuinely interested in what they do.
✨Tip Number 3
Practice your pitch! You need to be able to communicate your skills and experiences clearly and confidently. Think about how your background in law, accountancy, or banking can translate into the insurance sector and prepare to share specific examples during conversations.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to engage with us directly.
We think you need these skills to ace Client Partner in Oxford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Associate. Highlight your experience in legal, accounting, or banking, and how it relates to building relationships and providing advice. We want to see how you can pivot into insurance!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for the role and the company. Tell us why you're eager to join our Partner Scheme and how your background makes you a perfect fit for influencing at board level.
Showcase Your Relationship Skills: In your application, emphasise your ability to cultivate relationships with senior executives and C-suite members. We’re looking for someone who can build trusted partnerships, so share examples of how you've done this in the past!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensure it gets the attention it deserves. Don’t miss out on this opportunity!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Audience
Before the interview, research the company and its key players. Understand their values, mission, and recent achievements. This will help you tailor your responses and show that you're genuinely interested in becoming a part of their team.
✨Showcase Your Transferable Skills
As someone from a legal, accounting, or banking background, highlight how your skills can translate into the insurance sector. Be ready to discuss specific examples where you've influenced decisions or built relationships with senior executives.
✨Prepare Thoughtful Questions
Interviews are a two-way street. Prepare insightful questions that demonstrate your curiosity about the role and the company. Ask about their approach to client relationships or how they envision the future of risk and insurance advisory.
✨Practice Your Pitch
You’ll need to present yourself as boardroom-ready. Practice articulating your career journey and how it aligns with the role of Client Associate. Focus on your strategic thinking and how you can contribute to long-term business impact.