JOB DETAILS
Alexander Lloyd are partnered with an Independent Financial Planning firm in London.
You would be responsible for providing support to the administration team, this will include processing and monitoring new business applications, creating client review packs, liaising with clients dealing and supporting with enquires, supporting Paraplanners with ad-hoc administration tasks.
To be considered for this role you must have Financial Services experience - ideally specific experience in providing administration support to an IFA, candidates with SIPP administration experience will also be considered.
Location: WC2B 6AA (hybrid)
Please quote 47923 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 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 www.alexanderlloyd.co.uk for any other roles which may be of interest.