Finance Administrator - IFA Administrator at wkLoop - Billericay, Essex Finance Administrator - IFA Administrator - wkLoop

Finance Administrator - IFA Administrator

wkLoop

Location: Billericay, Essex, United Kingdom

Category: Finance

Salary: 20,000 - 30,000 GBP / yearly

Full-time


Job Description

Join our team as an IFA Administrator supporting Financial Advisers and Paraplanner in a successful financial advisory practice in Billericay, Essex.

Responsibilities

  • Liaising with clients on day-to-day queries
  • Producing illustrations
  • Processing new business
  • Contacting providers
  • Operating the back-office system

Qualifications

  • 2+ years of experience in a Financial Advisory practice
  • Excellent client service skills
  • Knowledge of FCA compliance regulations
  • Proactive, team-oriented approach

Perks & Benefits

A friendly and supportive team culture

The opportunity to help shape strategies and processes

Why Join Us?

We are a dynamic and successful financial advisory practice looking for passionate individuals to deliver exceptional client experiences.