My client is a well established and highly regarded Independent Financial Advisory firm based in central Colchester.
My client is looking to add an experienced IFA Administrator to join their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high-quality wealth management services and maintaining strong client relationships.
You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish.
Daily duties
- You will process new business applications for both new and existing clients
- You will manage pension and ISA transfers from initiation through to their completion
- You will handle trust applications and inheritance tax planning cases
- You will process tax wrapper switches and withdrawals
- You will set up investment income and pension income
- You will manage Letters of Authority and annuity applications
- You will submit applications and ensure their accurate completion across all systems
- You will track cases and provide updates through to completion
- You will liaise with providers and clients to resolve queries
- You will use Intelligent Office as the core CRM/database system
- You will work across multiple client platforms including Aberdeen, Fidelity and Quilter
- You will process fund withdrawals and coordinating payments to clients
Candidate requirements
- You will have a minimum of 2 years' experience within an IFA firm (essential)
- You will have a strong background in new business processing across a variety of financial products
- You will have experience handling cases from start to finish
- You will possess excellent attention to detail and organisational skills
- You will have strong communication and relationship building abilities
- You will have be a team player who thrives in a collaborative, friendly but hardworking environment
Benefits
- 23 days holiday + bank holidays (increasing to 25 days after 5 years)
- Office closure over Christmas (additional days give, not deducted from holiday allowance)
- Death in Service policy
- Income Protection (after qualifying period)
- Workplace pension scheme
- Friendly, close knit and supportive team environment
- Parking costs covered/ space provided where available
- This is an office-based roleMonday to Friday, 8:30am - 5:00pm
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Client Account Executive (IFA Administrator) in Essex employer: Confidential
As a leading employer in the data centre operations sector, we offer an exceptional work environment that prioritises employee growth and development. Our collaborative culture fosters innovation and accountability, while our commitment to safety and operational excellence ensures that you will be part of a team that values your contributions. With opportunities for international travel and the chance to lead critical operations across the EMEA region, this role provides a unique platform for impactful leadership and career advancement.
