Alex Lannin

Operations Manager (Financial Planning) @Westcotts Chartered Financial Planners

Exeter, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2023 — Present

Operations Manager (Financial Planning) @Westcotts Chartered Financial Planners

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Plymouth, GB

EDUCATION

1992 — 1999

Ivybridge Community College

Economics

1999 — 2002

Oxford Brookes University

BA

ABOUT ALEX LANNIN

I am a Financial Planning Operations Manager with over 20 years experience driving operational excellence, technology specialist and team development in financial services. Expertise in Intelliflo Office configuration and adoption - two time award winner as an ambassador and community champion.Experienced project manager (PRINCE2 Practitioner), delivering firmwide digital and process improvement programmes. I foster engaged, collaborative teams through open communication and shared goals.

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Alex Lannin — Operations Manager (Financial Planning) at Westcotts Chartered Financial Planners in Exeter, GB | Unifers