IFA Support Administrator


IFA Support Administrator




Yvette Kingston
Alexander Lloyd are looking to speak with Client Support Administrators as an excellent opportunity has arisen to join a Pensions and Financial Planning business in Surrey!

You will be working closely with the Client Services team manager and provide administration support. In an addition you will also be responsible for;

* Issuing and tracking Letters of Authority
* Processing new business application forms / paperwork
* Processing annual reviews
* Adhering to compliance process's and issuing policy documents
* Dealing with client and providers queries and sending relevant correspondence via email and post

You must have previous experience in a similar role and knowledge of Pensions to be considered for this role, you would also be heavily involved in project work therefore organisation and attention to detail is a must.

This is a fantastic step for the right Pensions professional looking to advance their career. You will be provided with genuine career development opportunities and rewarded with a generous basic salary and benefits package in return for your hard work.

Location: CR0 1LF

Posting date: 18/11/2020

Closing date: 16/12/2020

Please quote 46674 when calling Yvette at Alexander Lloyd or email them at yki@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.