Client Adviser

IDEX Consulting; West of England; Hybrid; GBP 42,000 - 52,000; Full time

Benefits offered by this job

30 days annual leave

Private medical insurance

Life cover

Pension

Job summary

IDEX Consulting is seeking a commercially-minded insurance professional to join their broking team. You will work closely with Account Executives and Directors to deliver exceptional client experiences while embracing the firm’s entrepreneurial culture and flexible working arrangement.

The role emphasizes building a long-term career with strong development support, FCA compliance focus, and a comprehensive benefits package as the company grows.

Qualifications

• Strong technical knowledge of commercial insurance.
• Excellent client service and organisation.
• Understanding of broking processes and FCA compliance.

Responsibilities

• Deliver a responsive, first-class service to clients.
• Collaborate with Account Executives and Directors to support clients.

Skills

Commercial insurance

Client service

Team collaboration

Education

Cert CII (or commitment to achieving it)

Tools

Acturis

Job description

You're at your best at the centre of a Commercial Broking team, collaborating closely with Account Executives and Directors to deliver an exceptional client experience. With solid exposure across the commercial insurance market, you're ready to take the next step in your career within a business that genuinely values its people and supports long-term development.

This is a company with a distinctive, entrepreneurial culture where you'll be encouraged and empowered to reach your full potential. They understand the importance of work/life balance, offering flexible working with a blend of home and office time, a 37-hour working week and flexibility around start and finish times. The business is on an exciting growth journey and backs its commitment to people with real investment in professional development, career progression and a market-leading benefits package, including 30 days' annual leave plus bank holidays, pension, private medical insurance, life cover and more.

They're looking for someone passionate about building a long-term career in insurance, with Cert CII (or a commitment to achieving it), strong technical knowledge of commercial insurance and a clear understanding of broking processes and FCA compliance. You'll be confident delivering a responsive, first-class service to clients, highly organised, comfortable using technology and ideally experienced with Acturis. In return, you'll work alongside some of the most talented professionals in the sector, in an environment where your contribution is recognised and genuinely valued.

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.