Client Account Executive (IFA Administrator)

Confidential; Essex; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

23 days holiday + bank holidays

Death in Service policy

Income Protection

Workplace pension scheme

Office closure over Christmas

Parking provided

Friendly, close knit team

Office-based role

Job summary

Confidential, an independent IFA firm in Colchester, seeks an experienced IFA Administrator to support advisers with end-to-end new business processing across pensions, ISAs, trusts and tax wrappers. The role is fast-paced, office-based and collaborative.

You will use Intelligent Office as the core CRM, work across Aberdeen, Fidelity and Quilter platforms, and handle cases from start to finish with excellent attention to detail and communication.

Qualifications

• Minimum 2 years’ experience in an IFA firm.
• Experience handling new business processing end-to-end across financial products.
• Attention to detail and strong organisational skills.

Responsibilities

• Process new business applications for clients.
• Manage pension and ISA transfers from start to finish.
• Handle trust applications and inheritance tax planning cases.
• Process tax wrapper switches and withdrawals.
• Set up investment income and pension income.
• Manage Letters of Authority and annuity applications.
• Submit applications across systems and track progress.
• Liaise with providers and clients to resolve queries.

Skills

IFA experience

New business processing

Attention to detail

Organisational skills

Communication

Team player

Relationship building

Tools

Intelligent Office

Aberdeen

Fidelity

Quilter

Job description

My client is a well established and highly regarded Independent Financial Advisory firm based in central Colchester.

My client is looking to add an experienced IFA Administrator to join their growing team. This is a fantastic opportunity to join a close, collaborative and hardworking office where everyone supports one another. The business prides itself on delivering high-quality wealth management services and maintaining strong client relationships.

You will be responsible for supporting advisers with the full end to end new business process, working across a wide range of financial products and services. This is a varied and fast paced role, ideal for someone who enjoys seeing tasks through from start to finish.

Daily duties

• You will process new business applications for both new and existing clients
• You will manage pension and ISA transfers from initiation through to their completion
• You will handle trust applications and inheritance tax planning cases
• You will process tax wrapper switches and withdrawals
• You will set up investment income and pension income
• You will manage Letters of Authority and annuity applications
• You will submit applications and ensure their accurate completion across all systems
• You will track cases and provide updates through to completion
• You will liaise with providers and clients to resolve queries
• You will use Intelligent Office as the core CRM/database system
• You will work across multiple client platforms including Aberdeen, Fidelity and Quilter
• You will process fund withdrawals and coordinating payments to clients

Candidate requirements

• You will have a minimum of 2 years' experience within an IFA firm (essential)
• You will have a strong background in new business processing across a variety of financial products
• You will have experience handling cases from start to finish
• You will possess excellent attention to detail and organisational skills
• You will have strong communication and relationship building abilities
• You will have be a team player who thrives in a collaborative, friendly but hardworking environment

Benefits

• 23 days holiday + bank holidays (increasing to 25 days after 5 years)
• Office closure over Christmas (additional days give, not deducted from holiday allowance)
• Death in Service policy
• Income Protection (after qualifying period)
• Workplace pension scheme
• Friendly, close knit and supportive team environment
• Parking costs covered/ space provided where available
• This is an office-based roleMonday to Friday, 8:30am - 5:00pm