We provide administrative support to financial advisers, offering a completely bespoke and dedicated service. Whether you need help with valuations, submitting business, preparing review packs, or perhaps liaising with clients and product providers, we can help.
For further information on how we can offer you support, please take a look at our Administration Support page.
Should we be entrusted to provide your support, you would work with one individual, dedicated administrator, on an ongoing basis. In our view, the most important factor is the administrator/adviser relationship.
We like to keep things simple. We charge a flat hourly rate for the time spent supporting you, on a pay-as-you-go basis, meaning you only pay for the support you need and use. Nothing else. There is no retainer to pay, no tie-in, and you don’t need to pre-purchase hours. We simply ask that you use the service, on average, 5 hours per week or more.
Furthermore, you won’t be charged for any time spent training on generic industry platforms or back-office systems.
Have a look at the Our Team page, where you can read about our professional qualifications, and industry experience.
We’ll never suggest that every member of our team has experienced every part of the industry, nor used every system. However, what we can say is that every one of our administrators has an extremely good grounding in the industry and a solid understanding of products, compliance and regulation.
The average industry experience within our team exceeds 20 years.
GETTING THE RIGHT SUPPORT
We understand the importance of reliable support, and we know how valuable your time is. We’ll bespoke our support to your specific needs in order to absorb your non-advice related work. We love the tasks you hate!
We have lots of tools and templates, to help us to be as efficient and productive as we possibly can, and our team work very hard to continuously learn new skills.
For more information about how it all works, why not take a quick look at our Frequently Asked Questions.
GET IN TOUCH
If you’re interested in working with your own experienced and dedicated administrator who understands your industry, please get in touch. Contact Us.