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- Tasks: Manage client administration, create business submissions, and provide top-notch support.
- Company: Join a dynamic team at L&H Professional Services Ltd.
- Benefits: Receive training, develop skills, and enjoy a fast-paced work environment.
- Other info: Ongoing training provided in a challenging and varied role.
- Why this job: Be the first point of contact for high net-worth clients and make a real impact.
- Qualifications: Attention to detail, professionalism, and eagerness to learn are essential.
The predicted salary is between 25000 - 32000 £ per year.
Key Responsibilities
- 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
Qualities
- Attention to detail with absolute precision
- Professional, friendly and approachable manner to clients and colleagues
- 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. This is a fast-paced business which needs a candidate with a can-do attitude and enthusiastic approach. 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.
Administrator in London employer: L&H Professional Services Ltd
Contact Detail:
L&H Professional Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the hunt for an Administrator role. You never know who might have the inside scoop on a job opening or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to administration and paraplanning. Think about how your attention to detail and ability to manage multiple tasks can shine through in your answers.
✨Tip Number 3
Show off your skills! If you’ve got experience with Salesforce or creating business submissions, be ready to discuss specific examples. We love seeing candidates who can demonstrate their expertise in real-world scenarios.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at L&H Professional Services Ltd.
We think you need these skills to ace Administrator in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your skills that match the job description. We want to see how your experience aligns with the key responsibilities, so don’t hold back on showcasing your relevant achievements!
Show Off Your Attention to Detail: Since this role requires precision, it’s crucial to demonstrate your attention to detail in your application. Double-check for any typos or formatting issues, as this reflects your ability to maintain a professional image.
Be Enthusiastic!: Let your passion shine through in your written application. We love candidates who are eager to learn and take on challenges, so don’t hesitate to express your enthusiasm for the role and the company!
Apply Through Our Website: For the best chance of success, make sure to submit your application through our website. This way, we can easily track your application and ensure it gets the attention it deserves!
How to prepare for a job interview at L&H Professional Services Ltd
✨Know Your Stuff
Make sure you understand the key responsibilities of the Administrator role. Familiarise yourself with terms like 'business submission', 'Salesforce input', and 'client transactional fund information'. This will show that you're serious about the position and ready to hit the ground running.
✨Show Off Your Attention to Detail
Since this role requires absolute precision, be prepared to discuss examples from your past where your attention to detail made a difference. Whether it’s catching an error in a report or ensuring client files are up to date, highlight those moments during your interview.
✨Demonstrate Your People Skills
As the first point of contact for high net-worth clients, your professional and friendly manner is crucial. Practice how you would greet clients or handle inquiries. Role-playing these scenarios can help you feel more confident and natural during the actual interview.
✨Emphasise Your Eagerness to Learn
This role involves ongoing training and adapting to new systems. Share examples of how you've quickly picked up new skills or procedures in the past. Showing that you’re motivated and enthusiastic about learning will resonate well with the interviewers.