The Lloyd & Co Group was born out of a desire to reinvent the financial services process; to
do things differently. To bring financial services to life and to really listen and hear the needs,
wants and dreams of our clients. We’ve grown organically since our inception in 2009,
largely down to the passion we have for what we do. We are also very grateful to our loyal
clients, many of whom have contributed to our growth by recommending us to their
colleagues.
Our Head Office is situated in Southport Merseyside, although we have staff based around
the country. We are passionate about our profession and have achieved Chartered
Independent status. Our ethos is focused firmly on our clients happiness. We place our
client’s hopes, goals and aspirations at the heart of our planning.
Our business has expanded and we now have four branches within our business portfolio
(Lloyd & Co Employee Benefits, Lloyd & Co Insurance Services, Lloyd & Co Financial
Planning and Lloyd & Co Trusts & Estates). All of these functions are steadily growing and
we are now growing our Head Office Team.

We are looking for a hard-working organised individual that can join the Admin Team to
support our Insurance Service Team.
You will be provided with full training for this role through an apprenticeship scheme and in
house training. For the right candidate there are lots of opportunities for development and to
enable you to experience other departments and roles within the Lloyd & Co Group.
• Provide administration support to the Insurance Service Team
• Managing the CRM system including uploading documents and data input
• Preparing documents for clients and the Insurance Service Team
• Answering incoming calls
• Managing email inbox and dealing with basic queries or information requests
• Produce management reports and communicate to the wider business
• Receptionist duties – greeting clients, preparing meeting rooms and drinks
• Other ad hoc administration tasks

• An interest in Administration and Insurance
• Confident personality with a can-do attitude
• Strong written and verbal communication skills
• Impeccable attention to detail
• A pro-active person who will use their initiative
• A self-starter with a willingness to learn
• Organised with good time management
• Good IT skills and proficiency in Microsoft Excel, Word and Outlook

No formal qualifications required.

• 33 days holiday (including Bank Holidays and including Xmas break)
• Death in service policy
• Cash Plan
• EAP Programme
• Virtual GP
• Employee Benefits Portal including gym, active and entertainment discounts
• Team Christmas party
• Team meditation sessions
• Free tea and coffee
• Financial Advice and Planning
• Salary sacrifice options