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Financial Services Administrator - Office Based


Financial Services Administrator - Office Based


Financial Services Administrator - Near Guildford - up to £27,000 doe

Alexander Lloyd are currently working with a highly established Financial Services company who are seeking an Administrator to join its team of leading advisers and paraplanners.

The position presents an opportunity to join a dynamic company offering excellent benefits.

The successful candidate will be responsible for -

* Performing all administration, including the more complex tasks for the administration of client portfolios
* Assisting paraplanners and advisers on the preparation of suitability reports and consolidation of pensions
* Dealing with benefit statements and life assurance, ensuring that work is completed in line with customer and legislation requirements
* Alerting advisers of client reviews and working with client database and systems
* Performing complex manual benefits calculations and automated systems calculations
* Keeping abreast of technical and legislative developments within the financial services industry
* Office administrative duties including scanning and filing of incoming post, greeting clients, setting up meeting rooms and answering telephone calls


After satisfactory completion of probation period:

-The company supports training and exams with the potential to progress to a qualified paraplanner and/or financial adviser

-Company pension scheme

-Office hours are Monday to Friday 9am to 5:30pm (this role is office based)


-Death in service cover

-Generous annual leave allowance

-Free on-site parking

Please quote 47686 when calling Marion at Alexander Lloyd or email them at This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Pensions and Employee Benefits recruitment; covering administration, consulting, management, sales, support, trustee secretarial and directorship roles across the UK.

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.

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