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- Tasks: Shadow a top-performing director and gradually take ownership of a significant client portfolio.
- Company: IDEX, committed to diversity and inclusion in a supportive culture.
- Benefits: Direct mentorship, guaranteed career progression, and a chance to inherit a valuable client book.
- Why this job: Step into a rare succession plan and learn from the best in client retention.
- Qualifications: Confidence in client interactions and a willingness to learn and grow.
- Other info: Ideal for ambitious individuals ready for a meaningful career step.
The predicted salary is between 36000 - 60000 £ per year.
Lots of roles talk about "long-term opportunity." This one actually is one. You will 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 is 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.
- 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.
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.
Succession Account Executive employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Succession Account Executive
✨Tip Number 1
Get to know the company culture before you step in. Research IDEX and understand their values, especially around diversity and inclusion. This will help you connect with the team and show that you're genuinely interested in being part of their community.
✨Tip Number 2
Prepare for your meetings by knowing your potential clients inside out. Understand their needs and how you can add value. This will help you walk into any boardroom or site cabin with confidence, ready to impress.
✨Tip Number 3
Don’t underestimate the power of networking. Build relationships with internal teams and other Account Executives. Being a visible presence in the office will help you gain trust and support, which is crucial for growing your client book.
✨Tip Number 4
Be open to feedback and coaching. This role is all about learning from a seasoned pro. Show that you’re willing to adapt and grow, and you’ll be well on your way to inheriting that impressive client portfolio.
We think you need these skills to ace Succession Account Executive
Some tips for your application 🫡
Be Authentic: When you're writing your application, let your true self shine through. We want to see the real you, so don’t be afraid to show your personality and passion for the role.
Tailor Your Application: Make sure to customise your CV and cover letter to reflect the specifics of the Succession Account Executive role. Highlight your relevant experience and how it aligns with our focus on long-term client relationships.
Showcase Your Communication Skills: Since we value proper communication, use your application to demonstrate your ability to convey ideas clearly and effectively. Remember, this is about more than just words on a page; it’s about making a connection.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in a timely manner.
How to prepare for a job interview at IDEX Consulting
✨Know Your Client Retention Strategies
Before the interview, brush up on effective client retention strategies. Be ready to discuss how you can maintain and grow the existing client book. Show that you understand the importance of building long-term relationships rather than just making quick sales.
✨Demonstrate Your Communication Skills
Since the role emphasises proper communication, prepare examples of how you've effectively communicated with clients in the past. Highlight instances where your communication led to successful outcomes, whether in person or through other channels.
✨Show Up Prepared and Engaged
This position values being a visible presence, so arrive at the interview ready to engage. Bring thoughtful questions about the company culture and the succession plan. This shows you're serious about stepping into a role that requires commitment and visibility.
✨Embrace Feedback and Coaching
The job description mentions being shaped and challenged. Be open about your willingness to learn and adapt. Share experiences where you've successfully taken feedback on board and how it has helped you grow in your career.
