At a Glance
- Tasks: Manage client accounts, resolve queries, and ensure smooth case progress.
- Company: Dynamic financial services firm in Colchester with a supportive culture.
- Benefits: Generous holiday allowance, pension scheme, and covered parking costs.
- Other info: Opportunity for professional growth in a collaborative environment.
- Why this job: Join a fast-paced team and elevate your career in finance.
- Qualifications: Two years' experience in an IFA practice and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
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
Client Account Executive in Colchester employer: Time Appointments
Join a leading law firm in England that values its employees and fosters a collaborative work culture. With a focus on professional development, you will have access to ongoing training and growth opportunities while working in a supportive environment that prioritises client satisfaction and teamwork. This role not only offers competitive benefits but also the chance to make a meaningful impact in the conveyancing sector.
