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Client Support Administration

4 weeks ago

Kettering, United Kingdom Ortus PSR Full time

We are keen to speak with Administration professionals that have dealt with either Investments or Pensions to work for a regional IFA practice. You will be providing support to the Paraplanners to process new and existing pension, investment, and protectionpolicies.

**Responsibilities**:
Send Letters of Authority to providers, chasing the information and then informing the adviser/paraplanner as appropriate.

Prepare paperwork for all client meetings, including report and document printing and valuation calculations ensuring that all deadlines are met.

Liaise with clients, providers and other professional bodies in order to progress cases.

Ensure registers and logs are kept up to date and reviewed on a regular basis.

Take responsibility for dealing with client ‘issues’ in order to achieve a satisfactory conclusion.

**To be considered**:
Experience with Intelligent Office Database (preferred but not essential)

Understanding of investments and Pensions

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