Client Account Executive

Time Appointments are currently recruiting on behalf of a company based in Colchester, who are currently recruiting for a Client Account Executive. This is a fantastic opportunity for an ambitious individual within experience within an IFA firm to take the next step within there career.

Key Duties & Responsibilities:

• Monitor and progress client cases, providing regular updates.
• Liaise with clients and providers to resolve queries and ensure timely case completion.
• Maintain accurate client records using Intelligent Office (IO).
• Work across investment platforms including Aberdeen, Fidelity, and Quilter.
• Coordinate client payments and ensure all transactions are processed accurately and efficiently.
• Manage pension and ISA transfers through to completion.
• Handle trust applications and inheritance tax planning cases.
• Process tax wrapper switches, fund withdrawals, and income payments.
• Manage Letters of Authority and annuity applications.
• Submit accurate applications across multiple provider systems.

Skills & Experience Required:

• At least two years of experience working within an Independent Financial Adviser (IFA) practice is essential.
• Solid experience processing new business across a wide range of financial products.
• Confident in managing client cases throughout the entire process, from initial submission to completion.
• Highly organised with exceptional attention to detail and the ability to prioritise workload effectively.
• Strong interpersonal and communication skills, with a proven ability to develop and maintain positive working relationships.
• A proactive and supportive team member who enjoys contributing to a collaborative, professional, and fast-paced working environment.

Core Benefits (subject to eligibility):

• 23 days holiday + bank holidays (increasing to 25 days after 5 years)
• Office closure over Christmas
• workplace pension scheme
• Parking costs covered