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Shahid Mohammed

Administrator
  • Suggested rate
    €300 / day
  • Experience3-7 years
  • Response rate100%
  • Response time1 hour
The project will begin once you accept Shahid's quote.
Location and workplace preferences
Location
Manchester, United Kingdom
Remote only
Primarily works remotely
Verifications

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Verified email
Languages
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Skill set (12)
Check out Shahid's expertise
Shahid in a few words
Outsourced virtual financial Administrator and Paraplanner.

I handle:

- Client set up
- database management
- New Business Submission
- obtaining pension illustrations
- Annuity research and comparison
- setting up LOAs and registering then with Schemes.

flexible to handle other Admin tasks.
Experience
  • Pension
    Administrator
    RESEARCH
    March 2021 - Today (4 years)
    Manchester, United Kingdom
    - Researching, Analysing and Reviewing DB/DC Schemes and Annuities. Ie GMP, Commutation Factors, benefits etc in rediness for advice review.
    - Reviewing Client FF
    - Working on FCA projects alongside MD
    - Assisting with Compliance in line with regulation guidelines
    - Producing Annuity quotes
    - Using platforms such as AMS, Assureweb & Exchange
    - Submitting New Business
    - Setting up LOAs and registering
    Microsoft Office
Recommendations
Education
  • Businesses management and Accounting
    The open university
    2023