OUR SERVICES

Get what you need, when you need it

WHAT WE CAN DO FOR YOU

We specialise in supporting Financial Advisers, Planners, Mortgage and Protection Advisers. We support all of your administration needs and provide full remote business support to help you grow your business.

What’s key is that we become an indispensable part of your team and business. We have weekly calls to fully understand your priorities and we work to help you release the tasks that are stopping you from focussing on your business growth and doing what you love.

You can work with us for as little as 10 hours per month and you might just be surprised at how much you can let go of!

Support

FINANCIAL SERVICES SUPPORT

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Support Advisers to ensure the very best levels of service to them and their clients

Diary management to set up meetings and client reviews

Process letters of authority and gather information relating to client’s policies

Client ID checks

Ensure Fee Agreements and Terms of Business signed and filed

Prepare data gathered ready to send to Paraplanner / Adviser for report writing and recommendations

Prepare client files for review including gaining up to date valuations

Administer fund switches, withdrawals, redirections and pension transfers.

Maintain back-office records, ensuring compliant and auditable files

Liaise with mortgage lenders and protection providers

VIRTUAL PA SUPPORT

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Remote client servicing support

Keep accurate and up to date CPD logs

Audio transcription of client meetings

Diary management

Email management

Invoicing and fee reconciliation

Maintaining and managing online task management system for teamwork

Manage CRM and back-office systems

First point of contact for clients and service providers

General PA work to support the Advisers business growth

SYSTEMS

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Asana

Adviser Office

Assureweb

Canva

CashCalc

Defaqto

DocuSign

Dropbox

Dynamic Planner

Ekeeper

FastTrak

FE Analytics

Finametrica

FinPlan

Fundment

Fund Comparisons

Google Workspace

Intelligent Office

Iress

LastPass

MailChimp

Microsoft 365

Plum

Providers and Platforms

Select-a-Pension

Social Media Platforms

Survey Monkey

Synaptics

Timeline

ToolBox

True Potential

Truth

Voyant

WealthCraft Adviser

Xplan

WANT TO LEARN MORE ABOUT WHAT WE CAN DO FOR YOU?

LET'S TALK

"No one is more cherished in this world

than someone who lightens the burden of another"

"No one is more cherished in this world than someone who lightens the burden of another"