Senior IFA Client Support


Senior IFA Client Support




Sarah Hayes
Alexander Lloyd are working on a Senior Client Support role within a well established Financial Advisory firm based in Croydon. Working as Senior within the Client Services team you will be responsible for providing implementation and client servicing support to a team of Wealth Managers for the company's individual & corporate clients. Working with the team on delivery of exceptional service to clients.

Main Duties will include:

* Manage the flow and issue of all client advice reports for a variety of financial planning products.
* Process all implementation forms and stages to completion.
* Process the submission of all new business application forms

The right candidate will have previous Wealth Management report implementation experience and good working knowledge of provider implementation processes, forms and online platforms and portals. This is an excellent opportunity for the right candidate to join an established firm within a Senior role where you will be rewarded with a good salary and flexible working arrangements.

Location CR0 6YD Posting Date 27/05/2021 Closing Date 08/06/2021

Please when calling Sarah at Alexander Lloyd or email them at 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.