IFA Business Manager


IFA Business Manager




Sarah Hayes
Alexander Lloyd are working on an exciting new opportunity for a Business Manager to join a well established Financial Services firm based in Surrey. Working closely with the owner of the business you will be responsible for providing a link between the Client Service teams and Financial Planners ensuring compliant support is provided and will liaise closely with the Financial Planners to ensure a co-ordinateD and consistent service is provided throughout the firm.

Main duties will include the following:

* Overseeing the delivery of general office administration
* Contributing to Continual Improvement policies and procedures
* Overseeing training, performance and development of individuals

The right candidate will have previous experience of management within a Financial Services Firm and a good understanding of Compliance and regulatory requirements. You will also ideally have experience of Intelligent Office and general Microsoft packages. This is a great opportunity to step into a responsible role within an established firm where you will be rewarded with a good salary, flexible working and the chance to manage your own time and workload.

Date Posted 01/02/2021 Closing Date 18/02/2021 Location Surrey SM7 1PZ

Please quote 46806 when calling Sarah at Alexander Lloyd or email them at sha@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.