https://jobs.co.uk/job/client-account-executive-ifa-administrator-service-service-employment-agency-limited--b0e21c7c-16e8-4f7e-a09d-6bb06db84831 RSS feed for Client Account Executive (IFA Administrator) at Service Service Employment Agency Limited. en-gb Thu, 10 Sep 2026 21:52:56 GMT https://jobs.co.uk/job/client-account-executive-ifa-administrator-service-service-employment-agency-limited--b0e21c7c-16e8-4f7e-a09d-6bb06db84831 https://jobs.co.uk/job/client-account-executive-ifa-administrator-service-service-employment-agency-limited--b0e21c7c-16e8-4f7e-a09d-6bb06db84831 Wed, 09 Sep 2026 11:54:19 GMT Location: Colchester | Salary: 10000-500000 Annual | Type: Permanent | 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 compl... Permanent