Financial Services Administrator

5 months ago


East London, United Kingdom L&H Professional Services Ltd Full time

Business Submission - creating illustrations, submitting & writing business (i.e. Suitability letters, CFRs, updating Salesforce & iBusiness)

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.

Diary management

General administration support, including diary management, appointment making, meeting and greeting clients.

Word and Excel is essential

**Salary**: £20,000.00-£21,000.00 per year

Work Location: In person



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