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.

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