Accounting & Finance

Client Adviser

IDEX Consulting

Bristol · Bristol · United Kingdom

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Overview

In this Commercial Broking role, you collaborate with Account Executives and Directors to deliver a premier client experience within a growing, people-focused insurance business. You’ll apply strong technical knowledge of commercial insurance to support broking processes and FCA compliance, using Acturis and other technology to streamline service. The role sits in a team that values development, with a flexible, balanced culture and clear progression opportunities. This is a chance to shape client outcomes in a dynamic, entrepreneurial environment.

Pay / Benefits
  • 37-hour working week
  • flexible working (home/office)
  • 30 days leave + bank holidays
  • pension
  • private medical insurance
  • life cover
Responsibilities
  • Collaborate with Account Executives and Directors to ensure excellent client service
  • Support broking processes and FCA compliance across client engagements
  • Utilise Acturis and technology to improve efficiency and accuracy
  • Deliver responsive, first-class service to clients
  • Contribute to a growth-oriented, development-focused team
  • Balance client needs with regulatory requirements and best practices
Key requirements
  • Cert CII (or commitment to achieving)
  • strong technical knowledge of commercial insurance
  • clear understanding of broking processes and FCA compliance
  • confident in delivering client service
  • high level of organisation
  • comfortable using technology
  • ideally experienced with Acturis
  • strong communication
  • team collaboration
  • customer-focused
  • Cert CII
  • Acturis
  • FCA compliance knowledge

Reference: WJ-747_31294496 · Posted 14 Nov 2026, 11:39 PM

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