Client Account Executive

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title: Client Account Executive - New Business TeamLocation: 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 developmentAbout 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 ..... full job details .....