• Client Service Specialist

    Here at Alexander Lloyd, we are currently partnered with an established employee benefits consultancy that have a strong reputation in the marke,t to support their search for a Client Service Specialist to join their team.

    Role & Responsibilities:

    • Delivering client support across PMI and related products such as dental, travel, EAPs, health screening, and cash plans.

    • Efficiently manage client queries and support consultants with renewals and insurer switches.

    • Ensuring timely and accurate communication of scheme renewals and maintain MI reporting.

    • Supporting tenders and new business

    • Build strong insurer and internal team relationships

    Essential Criteria:

    • Must have prior PMI/Healthcare administration experience
    • Strong attention to detail
    • Ability to work in a fast-paced environment

    This role would be hybrid to a London office, with flexibility on the amount of days you attend.

    If this opportunity sounds of interest, do reach out or apply today to discuss further!

    Please quote 51508 when calling Collette Cardy at Alexander Lloyd or email them at cca@alexanderlloyd.co.uk. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

    Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

    Client Service Specialist

  • Alexander Lloyd are working with a fantastic, large organisation based in Surrey who are looking for a commercially-minded finance professional to lead Group-level FP&A and reporting activity, providing critical insight and decision support to senior leadership.

    This role blends financial planning, performance analysis, and stakeholder engagement, with a focus on process improvement and strategic alignment.

    Key Responsibilities:

    • Lead internal financial reporting cycles, delivering clear analysis on performance, profitability, and cash flow.
    • Manage group budgeting, forecasting and financial modelling across P&L, balance sheet, and cashflow.
    • Prepare Board-level reporting and strategic presentations, offering insights on risks, opportunities, and business drivers.
    • Partner with business and function heads to align financial plans with strategic goals.
    • Enhance FP&A processes and tools in collaboration with transformation and data teams.
    • Build dashboards and reports using Power BI; support financial system optimisation
    • Monitor key KPIs and highlight variances or emerging trends.
    • Contribute to ad-hoc strategic projects including restructuring, investment cases, and M&A modelling.

    What We’re Looking For:

    • Senior-level FP&A experience,
    • Qualified accountant (ACA, ACCA, CIMA) with strong technical and commercial skills.
    • Advanced Excel and financial modelling proficiency; experience with reporting tools and FP&A systems is a plus.
    • Confident communicator with experience presenting to Board-level stakeholders.
    • Strong collaborator with the ability to influence across business functions.
    • Organised and adaptable, capable of handling multiple priorities in a fast-paced environment.


    Please quote 51509 when calling Phill Stagg at Alexander Lloyd or email them at pst@alexanderlloyd.co.uk. This is only one of many vacancies we are handling. Alexander Lloyd is a leading recruiter across a range of roles within the Finance, Accountancy, Procurement & Supply Chain space from entry to c-suite level.

    Group FP&A Manager

  • Alexander Lloyd are partnered with an expanding Investment Manager based in the centre of London who are looking for an experienced Training & Competence field-based Manager to help train their current Advisers.

    Key Responsibilities:

    • Supervise a network of authorised investment advisers to ensure full compliance with FCA regulations and internal governance standards.
    • Lead the development, implementation, and maintenance of the Training & Competence (T&C) Scheme, ensuring robust record-keeping systems are in place.
    • Participate in the on-boarding process for new branches and advisers, including due diligence and compliance assessments, with the authority to recommend disciplinary actions or terminations where appropriate.
    • Conduct regular site visits to branches, supporting both regulatory and business development initiatives while reinforcing compliance expectations.
    • Support Branch Principals in maintaining T&C standards for themselves and their teams, including continuous professional development and qualifications.

    About You:

    • Proven experience in wealth management supervision, particularly in retail investment management and financial planning environments.
    • Strong understanding of UK financial regulation, including deep familiarity with the FCA Handbook and related legislation.
    • Qualified to IMC, Securities Diploma, or full FPC level, or able to demonstrate equivalent practical experience.

    In return you will receive a Car Allowance to cover travelling to the wider offices of the business, performance bonus, PMI cover and other additional company benefits.

    Please quote 51506 when calling Aaron at Alexander Lloyd or email them at apu@alexanderlloyd.co.uk. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

    Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.

    Training & Competency Manager

  • Client Support

    A fast-growing, private equity-backed wealth management group is seeking a Client Support to join its Corporate Benefits team. The firm specialises in financial planning, investment management, and employee benefits consulting.

    Role & Responsibilities:

    • Supporting corporate consultants in delivering across Group Risk & Healthcare schemes
    • Being the client and provider liaison
    • Supporting on annual reviews

    Essential Criteria:

    • Prior experience in Group Risk & Healthcare administration
    • Strong written and verbal communication skills

    Benefits:

    • Competitive salary + discretionary bonus

    • 25 days annual leave (+ option to buy/sell days)

    • Private Medical Insurance (post-probation)

    • 7.5% employer pension contribution

    • Hybrid working and flexible benefits

    • Health cash plan, life assurance, and employee well-being programs

    This role will be hybrid to a Bristol office so if you are interested in learning more do reach out or click apply today!

    Please quote 51503 when calling Collette Cardy at Alexander Lloyd or email them at cca@alexanderlloyd.co.uk. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

    Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

    Client Support

  • About the company:

    Alexander Lloyd is supporting an award-winning Pensions Consultancy, known for their expertise in Pensions, Investment and Insurance services. Our client’s business is a people-first organisation that values collaboration, career growth and work life balance. As such we’re recruiting for a Pensions Administrator on a full-time and permanent basis for their Winchester office.

    So, if you’re an experienced DB Pensions Administrator looking to take the next step in your career, apply today.

    About the role:

    As a Pensions Administrator you will be working across a number of defined benefit clients, providing day-to-day administration to its members. No day is the same, and as you develop you will have the opportunity to take on more responsibility for the clients that you work on, giving you more variety and furthering your skills and experience.

    Key responsibilities:

    • Managing complex DB pension cases, including divorce settlements, bereavements, and tax matters.
    • Carrying out complex calculations, you may also be asked to check junior colleague’s calculations from time-to-time.
    • Keeping up to date with pensions legislation and regulations, highlighting any changes that might be needed for your client’s communications, calculations or processes.
    • Assist with process improvements, to enhance efficiency.
    • Drafting complex non-standard letter as and when required.

    Key skills and experience required:

    • A minimum of 3+ years UK pensions administration experience.
    • Manual calculations experience.
    • Well organised and thorough, with excellent attention to detail.
    • Great communication skills, both verbal and written.
    • Experience of using Microsoft word and excel.
    • Award in Pensions Essentials (APE) and the Certificate in Pension Calculations would be desirable, but not

    Benefits:

    • Salary up to £30k DOE
    • Discretionary bonus scheme
    • Pension scheme
    • Hybrid working – 2 days a week in the office
    • Career progression plan
    • Life assurance
    • Income protection
    • 26 days holiday plus bank holidays
    • PMI Insurance

    Pensions Administrator

  • About the company:

    Alexander Lloyd is supporting an award-winning Pensions Consultancy, known for their expertise in Pensions, Investment and Insurance services. Our client’s business is a people-first organisation that values collaboration, career growth and work life balance. As such we’re recruiting for a Pensions Administrator on a full-time and permanent basis for their London office.

    So, if you’re an experienced DB Pensions Administrator looking to take the next step in your career, apply today.

    About the role:

    As a Pensions Administrator you will be working across a number of defined benefit clients, providing day-to-day administration to its members. No day is the same, and as you develop you will have the opportunity to take on more responsibility for the clients that you work on, giving you more variety and furthering your skills and experience.

    Key responsibilities:

    • Managing complex DB pension cases, including divorce settlements, bereavements, and tax matters.
    • Carrying out complex calculations, you may also be asked to check junior colleague’s calculations from time-to-time.
    • Keeping up to date with pensions legislation and regulations, highlighting any changes that might be needed for your client’s communications, calculations or processes.
    • Assist with process improvements, and enhance efficiency.
    • Drafting complex non-standard letter as and when required.

    Key skills and experience required:

    • A minimum of 3+ years UK pensions administration experience.
    • Manual calculations experience.
    • Well organised and thorough, with excellent attention to detail.
    • Great communication skills, both verbal and written.
    • Experience of using Microsoft word and excel.
    • Award in Pensions Essentials (APE) and the Certificate in Pension Calculations would be desirable, but not

    Benefits:

    • Salary up to £30k DOE
    • Discretionary bonus scheme
    • Pension scheme
    • Hybrid working – 2 days a week in the office
    • Career progression plan
    • Life assurance
    • Income protection
    • 26 days holiday plus bank holidays
    • PMI insurance

    Pensions Administrator

  • About the company:

    Alexander Lloyd is partnered with a market leading Pension Administration firm and are currently recruiting for Pensions Administrator to join their fast-paced and collaborative BAU Pensions Admin team on a full-time and permanent basis! This position is aligned to their Reading office and operate a flexible hybrid working arrangement.

    About the role:

    The successful candidate will provide pension scheme administration to a portfolio of Defined Benefits (mainly) and Defined Contribution schemes. As a Pensions Administrator you will be responsible for processing member benefits such as deaths, retirements, divorces, transfers. As well as member events administration, there will also be opportunities to support with scheme events such as pension increases, processing annual benefit statements, producing administration reports and mailings.

    Key responsibilities:

    • Processing member benefits in line with service level agreements.
    • Performing manual calculations.
    • Processing scheme events as and when required.
    • Producing letter, emails and reports using set templates as well as producing bespoke letters and emails as and when required.
    • Liaising and answer enquiries via telephone and email.

    Skills and experience required:

    • At least 2 year’s experience of delivering administration services to Defined Benefit pensions schemes.
    • Strong technical pensions and legislation knowledge and understanding
    • Strong MS office skills
    • Great communication and organisation skills

    Benefits:

    • Salary up to £30k DOE
    • 28 days annual leave plus bank holidays
    • Discretionary bonus scheme
    • DB Pension Care Scheme for staff
    • Life Assurance
    • Private Medical Insurance
    • Health Care Cash Plan
    • Paid volunteering days

    Apply today and become part of a forward-thinking organisation where you can make a real difference in Pensions Administration.

    Pensions Administrator

  • About the company:

    Alexander Lloyd is partnered with a market leading Pension Administration firm and are currently recruiting for Pensions Administrator to join their fast-paced and collaborative BAU Pensions Admin team on a full-time and permanent basis! This position is aligned to their Edinburgh office and operate a flexible hybrid working arrangement.

    About the role:

    The successful candidate will provide pension scheme administration to a portfolio of Defined Benefits (mainly) and Defined Contribution schemes. As a Pensions Administrator you will be responsible for processing member benefits such as deaths, retirements, divorces, transfers. As well as member events administration, there will also be opportunities to support with scheme events such as pension increases, processing annual benefit statements, producing administration reports and mailings.

    Key responsibilities:

    • Processing member benefits in line with service level agreements.
    • Performing manual calculations.
    • Processing scheme events as and when required.
    • Producing letter, emails and reports using set templates as well as producing bespoke letters and emails as and when required.
    • Liaising and answer enquiries via telephone and email.

    Skills and experience required:

    • At least 2 year’s experience of delivering administration services to Defined Benefit pensions schemes.
    • Strong technical pensions and legislation knowledge and understanding
    • Strong MS office skills
    • Great communication and organisation skills

    Benefits:

    • Salary up to £30k DOE
    • 28 days annual leave plus bank holidays
    • Discretionary bonus scheme
    • DB Pension Care Scheme for staff
    • Life Assurance
    • Private Medical Insurance
    • Health Care Cash Plan
    • Paid volunteering days

    Apply today and become part of a forward-thinking organisation where you can make a real difference in Pensions Administration.

    Pensions Administrator

  • About the company:

    Alexander Lloyd is partnered with a market leading Pension Administration firm and are currently recruiting for Pensions Administrator to join their fast-paced and collaborative BAU Pensions Admin team on a full-time and permanent basis! This position is aligned to their Glasgow office and operate a flexible hybrid working arrangement.

    About the role:

    The successful candidate will provide pension scheme administration to a portfolio of Defined Benefits (mainly) and Defined Contribution schemes. As a Pensions Administrator you will be responsible for processing member benefits such as deaths, retirements, divorces, transfers. As well as member events administration, there will also be opportunities to support with scheme events such as pension increases, processing annual benefit statements, producing administration reports and mailings.

    Key responsibilities:

    • Processing member benefits in line with service level agreements.
    • Performing manual calculations.
    • Processing scheme events as and when required.
    • Producing letter, emails and reports using set templates as well as producing bespoke letters and emails as and when required.
    • Liaising and answer enquiries via telephone and email.

    Skills and experience required:

    • At least 2 year’s experience of delivering administration services to Defined Benefit pensions schemes.
    • Strong technical pensions and legislation knowledge and understanding
    • Strong MS office skills
    • Great communication and organisation skills

    Benefits:

    • Salary up to £30k DOE
    • 28 days annual leave plus bank holidays
    • Discretionary bonus scheme
    • DB Pension Care Scheme for staff
    • Life Assurance
    • Private Medical Insurance
    • Health Care Cash Plan
    • Paid volunteering days

    Apply today and become part of a forward-thinking organisation where you can make a real difference in Pensions Administration.

    Pensions Administrator

  • About the company:

    Alexander Lloyd is partnered with a market leading Pension Administration firm and are currently recruiting for Pensions Administrator to join their fast-paced and collaborative BAU Pensions Admin team on a full-time and permanent basis! This position is aligned to their Birmingham office and operate a flexible hybrid working arrangement.

    About the role:

    The successful candidate will provide pension scheme administration to a portfolio of Defined Benefits (mainly) and Defined Contribution schemes. As a Pensions Administrator you will be responsible for processing member benefits such as deaths, retirements, divorces, transfers. As well as member events administration, there will also be opportunities to support with scheme events such as pension increases, processing annual benefit statements, producing administration reports and mailings.

    Key responsibilities:

    • Processing member benefits in line with service level agreements.
    • Performing manual calculations.
    • Processing scheme events as and when required.
    • Producing letter, emails and reports using set templates as well as producing bespoke letters and emails as and when required.
    • Liaising and answer enquiries via telephone and email.

    Skills and experience required:

    • At least 2 year’s experience of delivering administration services to Defined Benefit pensions schemes.
    • Strong technical pensions and legislation knowledge and understanding
    • Strong MS office skills
    • Great communication and organisation skills

    Benefits:

    • Salary up to £30k DOE
    • 28 days annual leave plus bank holidays
    • Discretionary bonus scheme
    • DB Pension Care Scheme for staff
    • Life Assurance
    • Private Medical Insurance
    • Health Care Cash Plan
    • Paid volunteering days

    Apply today and become part of a forward-thinking organisation where you can make a real difference in Pensions Administration.

    Pensions Administrator

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