We specialise in supporting Financial Advisers, Financial Planners and Wealth Advisers. We support all of your administration and provide full 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...you might be surprised at how much you can let go of!
- 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 / 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
- 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
We regularly work with the following online tools to help us support our Adviser clients:
- Intelligent Office
- Bluedoor (SJP)
- True Potential
- Adviser Office
- FE Analytics
- Dynamic Planner
- Provider platforms & Wraps
- Microsoft 365 platforms
- Google Drive
- Survey Monkey
- Social Media platforms (Linkedin/Twitter/Facebook/Hootsuite/Buffer/Smarterqueue)
Don’t be put off if your back-office system isn’t listed here, our team are continually upskilling and love to work with a variety of systems.
We offer all of these services and more - what’s key is that we build a client - PA relationship so that we can become an integral part of your business.
Book a free consultation to see how we can support you.
"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"