About the Business

• Our client is one of the most respected names in the UK insurance market, known for their client-first ethos, forward-thinking approach, and exceptional service standards.
• With significant investment behind them and a culture rooted in empowerment, trust, and collaboration, they continue to attract top-tier talent from across the insurance industry.
• Their footprint in Scotland is growing rapidly, with a strong focus on Private Clients, Commercial and Corporate Insurance, and a leadership team committed to creating meaningful, long-term client relationships.
• The environment is dynamic and entrepreneurial, offering genuine autonomy, excellent infrastructure, and real support for professionals looking to build and grow a quality book of business.

The Opportunity - Private Client Executive

This is a key role within a highly regarded Private Client team, suited to an experienced insurance professional who thrives in relationship-led, client-facing work.
You'll be responsible for developing and growing a portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients across Scotland, as well as nurturing strategic introducer relationships with:

• Private Client Solicitors
• Investment Managers
• Accountants
• Boutique Wealth and Advisory Firms

The role blends new business development with exceptional client servicing and offers the chance to work alongside colleagues in Commercial and Corporate Insurance, aligning your activity with the overall regional growth strategy.
This is a hybrid role, with time spent working from home, in the office, and visiting clients and introducers face-to-face.

Key Responsibilities

• Develop a portfolio of private client business through direct acquisition and introducer channels
• Build and nurture strong relationships with HNW clients, offering tailored advice across personal insurance lines including home, motor, valuables, travel, and more
• Collaborate with regional commercial/corporate teams to identify cross-selling opportunities
• Deliver exceptional service, ensuring ongoing client satisfaction and retention
• Contribute to business planning and growth initiatives within the Private Client division
• Represent the business in a professional and personable way at all times, whether with clients, introducers, or internal stakeholders

What We're Looking For

• Strong background in general insurance, ideally within broking
• Proven experience in advising HNW individuals and families on private client insurance needs
• Comfortable with face-to-face client meetings and building trust through expert, ethical advice
• A confident relationship-builder who enjoys developing professional introducer networks
• Commercially minded, with a collaborative approach and strong attention to detail
• Familiarity with a broad range of HNW insurance products and providers

What's on Offer

• Salary of £50,000 - £55,000, plus bonus structure
• Hybrid working - autonomy to manage your time between home, office and client visits
• Full benefits package including:
• Private health plan
• Enhanced pension
• Life cover
• Supportive and collaborative team culture
• Real career development opportunities within a respected, growing organisation

This is an exceptional opportunity for a private client professional to take their career to the next level within a high-performing, people-first business.

Ready to explore it? Get in touch today.

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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.