Client Account Executive (IFA Administrator) in Great Bentley

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