At a Glance
- Tasks: Engage with clients and drive new business opportunities in a dynamic team.
- Company: Reputable Independent Financial Advisory firm with a supportive culture.
- Benefits: Generous holiday allowance, training support, and a friendly work environment.
- Other info: Exciting career growth potential in a fast-paced setting.
- Why this job: Join a growing team and make a real impact in financial services.
- Qualifications: Strong communication skills and a passion for client relations.
The predicted salary is between 30000 - 33500 £ per year.
Location: Colchester (Office Based)
Salary: £30,000 – £33,500 (Dependent on experience)
Benefits:
- 23 days holiday + bank holidays (increasing to 25 days after 5 years’ service)
- Additional office closure over Christmas (extra days given, not taken from holiday allowance)
- Death in Service policy
- Income Protection (after qualifying period)
- Workplace pension scheme
- Parking provided / parking costs covered where available
- Friendly, close-knit and supportive team environment
- Training and exam support available for long-term development
About the Company: A well-established and highly regarded Independent Financial Advisory (IFA) firm based in Colchester is continuing to expand its new business function due to increasing levels of business activity. The business is known for delivering high-quality wealth management services and maintaining strong, long-term client relationships. The environment is collaborative, supportive, and fast paced, with a strong emphasis on accuracy, teamwork, and seeing cases through from start to finish.
We think you need these skills to ace Client Account Executive in Essex
Client Relationship Management
Sales Skills
Communication Skills
Teamwork
Attention to Detail
Problem-Solving Skills
Time Management
