My name is Teresa Cullum and I run SortYourAdmin from my home-based office in Wokingham.

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I have worked in Financial Services for over 20 years, starting my career with a large Provider in their new business team.

I then moved into the IFA sector working for a number of IFA firms providing comprehensive admin support.

 

I have extensive Admin support experience in the following areas:

 

• Protection - individual and corporate

• investments

• personal pensions/SIPP's

• Corporate DC pension schemes

• Private medical Insurance - individual and corporate

• compliance Admin

• use of Back Office systems Intelligent Office and True Potential

• extensive use of platforms such as Old Mutual Wealth, Transact

• use of Avelo Exchange

• Agency transfers/novations

 

My goal is to provide an avenue for your Financial Advisor business to access this experience.

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I am registered for Data Protection and have Professional Indemnity Insurance in place.

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Industry Qualifications 

 

CII unit CF 1 Award in Financial administration  

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