Client Account Executive

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