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