Client Account Executive

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title: Client Account Executive - New Business Team

Location: Colchester (Office Based)

Salary: £30,000 - £33,500 (Dependent on experience)

Benefits:

• 23 days holiday + bank holidays (increasing to 25 days after 5 years' service)

• Additional office closure over Christmas (extra days given, not taken from holiday allowance)

• Death in Service policy

• Income Protection (after qualifying period)

• Workplace pension scheme

• Parking provided / parking costs covered where available

• Friendly, close-knit and supportive team environment

• Training and exam support available for long-term development

About the Company:

A well-established and highly regarded Independent Financial Advisory (IFA) firm based in Colchester is continuing to expand its new business function due to increasing levels of business activity.

The business is known for delivering high-quality wealth management services and maintaining strong, long-term client relationships. The environment is collaborative, supportive, and fast paced, with a strong emphasis on accuracy, teamwork, and seeing cases through from start to finish.

The role has been created to support continued growth within the new business team. The business is also developing internal progression routes, with existing team members progressing into paraplanning roles, creating the need for additional support within the team.

Key Responsibilities:

• Processing new business applications for new and existing clients

• Managing pension and ISA transfers from initiation through to completion

• Handling trust applications and inheritance tax planning cases

• Processing tax wrapper switches, withdrawals, and fund movements

• Setting up pension income and investment income arrangements

• Managing Letters of Authority and annuity applications

• Submitting applications accurately across provider and internal systems

• Tracking cases through to completion and providing regular updates

• Liaising with clients and providers to resolve queries

• Using Intelligent Office as the core CRM/database system

• Working across platforms including Aberdeen, Fidelity, Quilter and others

• Coordinating client payments and processing fund withdrawals

What We're Looking For:

• 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 strong organisational skills

• Confident communicator with strong relationship-building abilities

• Team player who thrives in a collaborative, supportive office environment

• Reliable and committed individual seeking a long-term role

Desirable Skills:

• Experience using Intelligent Office (IO)

• Familiarity with platforms such as Aberdeen, Fidelity, Quilter or similar

• Knowledge of ISA, pension transfer, and retirement income processes

• Exposure to trust and/or inheritance tax related cases

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion