Paraplanning Administrator - West Midlands, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
West Midlands, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description
Join a leading IFA firm as Paraplanning Administrator and be part of a dynamic and innovative company. We are seeking individuals who can ensure efficient information gathering and provide valuable administrative support to the paraplanning team.

The salary range for this role is £22,000 - £26,000

As a Paraplanning Administrator, you will have the flexibility to work remotely from the comfort of your own home.

However, you will also have the opportunity to collaborate with our team in person by visiting our Market Harborough or Bromsgrove office regularly.


Key Responsibilities:
Prepare letters of authority to facilitate smooth communication with clients

Process letters of authority promptly and accurately

Input gathered information into our intelliflo office system

Update valuations and other relevant details for existing plans where we hold authority

Ensure all necessary documents are uploaded and organized effectively

Maintain activity entries and workflows to track progress

Assist in printing suitability reports when required

Support the paraplanning team in sending out forms to clients


Compliance:

Qualifications and Skills:
Previous experience in IFA administration or a similar role is desirable

Strong organizational skills with the ability to prioritize tasks effectively

Attention to detail and accuracy in data entry and document management
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