Time Appointments are working on behalf of a Colchester-based company recruiting for a Client Account Executive. This role suits an ambitious individual with at least two years’ experience in an Independent Financial Adviser (IFA) practice, capable of handling client cases from submission to completion and maintaining accurate records.
You will liaise with clients and providers, work across investment platforms, and manage pensions, ISA transfers, and complex tax planning.
#J-18808-LjbffrClient Accounts Specialist - IFA Practice 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.
