Client Account Executive – New Business Team

About the role

We are seeking a Client Account Executive to join the new business team of a well‑established Independent Financial Advisory firm in Colchester. The role involves processing new business applications, managing pension and ISA transfers, and supporting clients throughout the case lifecycle. You will work in a collaborative, fast‑paced environment delivering high‑quality wealth management services.

Key responsibilities

• Process new business applications for new and existing clients
• Manage pension and ISA transfers from initiation to completion
• Handle trust applications and inheritance tax planning cases
• Process tax wrapper switches, withdrawals, and fund movements
• Set up pension income and investment income arrangements
• Manage Letters of Authority and annuity applications
• Submit applications accurately across provider and internal systems
• Track cases through to completion and provide regular updates
• Liaise with clients and providers to resolve queries
• Use Intelligent Office as the core CRM/database system
• Work across platforms including Aberdeen, Fidelity, Quilter and others
• Coordinate client payments and process fund withdrawals

Required profile

• Minimum 2 years’ experience within an IFA or wealth‑management environment (essential)
• Strong experience in new‑business processing across pensions, investments, and related financial products
• Proven ability to manage cases end‑to‑end
• Excellent attention to detail and accuracy
• Strong communication skills for client and provider interaction

Required skills

• Intelligent Office (CRM/database system)
• Aberdeen platform
• Fidelity platform
• Quilter platform

What we offer

• Salary £30,000 – £33,500 (dependent on experience)
• 23 days holiday plus bank holidays (increasing to 25 days after 5 years)
• Additional office closure days over Christmas
• Death in service policy and income protection after qualifying period
• Workplace pension scheme
• Parking provided or costs covered where available
• Friendly, close‑knit and supportive team environment
• Training and exam support for long‑term development