Administrator
| Posting date: | 22 August 2025 |
|---|---|
| Salary: | £21,000 to £22,000 per year |
| Hours: | Full time |
| Closing date: | 21 September 2025 |
| Location: | East London, London |
| Remote working: | On-site only |
| Company: | L&H Professional Services Ltd |
| Job type: | Permanent |
| Job reference: |
Summary
Key responsibilities will include:
Administration & Paraplanning
• Business Submission – creating illustrations, submitting & writing business (i.e. Suitability letters, CFRs, & iBusiness work)
• Salesforce input and data reports
• Producing personalised illustrations and up to date wealth accounts
• Liaising with administration centres regarding client transactional fund information
• Client switches, surrenders, critical yield calculation, dealing with letters of authority and liaising with external providers
• Management of pipeline business
• Actioning meeting notes and keeping Client file up to date
• First point of contact for a high net-worth client base. Dealing with incoming enquiries and managing service level standards
• Work on Self-Service systems
PA Duties
• Diary management
• General administration support, including diary management, appointment making, meeting and greeting clients.
• Word and Excel is essential
Would suit a person with the following qualities:
• Attention to detail with absolute precision.
• Professional, friendly and approachable manner to clients and colleagues, as will at times be the first point of contact to clients, colleagues and providers.
• Able to work off of own initiative.
• Highly motivated.
• Eager to learn and an ability to pick up procedures quickly.
• Consistent and reliable maintaining a professional image for the Company at all times.
Training will be provided for the successful candidate on systems and procedures of L&H Professional Services Ltd.
Fast paced business which needs a candidate with a can do attitude and enthusiastic attitude. Enthusiasm, attention to detail and a willingness to learn is key to understanding and enjoying the role.
This role will require Money Laundering training and multi system training as well as regular online modules that are compulsory. We adhere to Data Protection Rules and therefore must keep up to date with FCA rules and legislation. This is a position that will be enjoyed by a person who likes a challenge and enjoys variety. A multitude of skills are required to be successful in this role and training will be provided on an ongoing basis for the successful candidate.
Administration & Paraplanning
• Business Submission – creating illustrations, submitting & writing business (i.e. Suitability letters, CFRs, & iBusiness work)
• Salesforce input and data reports
• Producing personalised illustrations and up to date wealth accounts
• Liaising with administration centres regarding client transactional fund information
• Client switches, surrenders, critical yield calculation, dealing with letters of authority and liaising with external providers
• Management of pipeline business
• Actioning meeting notes and keeping Client file up to date
• First point of contact for a high net-worth client base. Dealing with incoming enquiries and managing service level standards
• Work on Self-Service systems
PA Duties
• Diary management
• General administration support, including diary management, appointment making, meeting and greeting clients.
• Word and Excel is essential
Would suit a person with the following qualities:
• Attention to detail with absolute precision.
• Professional, friendly and approachable manner to clients and colleagues, as will at times be the first point of contact to clients, colleagues and providers.
• Able to work off of own initiative.
• Highly motivated.
• Eager to learn and an ability to pick up procedures quickly.
• Consistent and reliable maintaining a professional image for the Company at all times.
Training will be provided for the successful candidate on systems and procedures of L&H Professional Services Ltd.
Fast paced business which needs a candidate with a can do attitude and enthusiastic attitude. Enthusiasm, attention to detail and a willingness to learn is key to understanding and enjoying the role.
This role will require Money Laundering training and multi system training as well as regular online modules that are compulsory. We adhere to Data Protection Rules and therefore must keep up to date with FCA rules and legislation. This is a position that will be enjoyed by a person who likes a challenge and enjoys variety. A multitude of skills are required to be successful in this role and training will be provided on an ongoing basis for the successful candidate.