Succession Account Executive

IDEX Consulting; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading consultancy firm in the UK is seeking an Account Executive ready to step into a succession plan, inheriting a large client portfolio. This role involves learning from an experienced director, building strong client relationships, and being an active, trusted presence in the office. Perfect for those ambitious enough to take their career to the next level through dedicated coaching.

Qualifications

• Must have strong interpersonal skills and the ability to face challenging clients.
• Experience as an Account Executive or in a broker role is essential.
• Ambition combined with readiness for coaching and development.

Responsibilities

• Shadow a top-performing director to learn client retention strategies.
• Take ownership of an existing portfolio gradually.
• Support internal teams by being a reliable office presence.

Skills

Client relationship management

Confidence

Ability to 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.

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.