Our highly experienced Financial Services Administrators provide support to Financial Advisers all around the UK. We work remotely from our own offices, providing a completely bespoke and dedicated service.
We like to keep things simple, so we charge one flat hourly rate on a Pay-as-You-Go basis, meaning you only pay for the support you need and use, nothing else. You’ll work with one dedicated Administrator, who will learn how you like to work and provide the ongoing support that you need.
We understand how important reliable support is to you, and how valuable your time is. We understand that the burden of administration can prevent you spending time with your clients. That is why we bespoke the support we provide to your specific needs, with the objective of absorbing your non-advice related work. We absolutely love the tasks you hate!
The ethos that runs throughout our company is that we never stop looking for a better way to do something, and we believe a process can always be further improved.
We know that we’re only as good as our people – and that’s why we set the benchmark extremely high when it comes to recruitment. Our professional qualifications range from FPC1 right through to Diploma in Financial Planning and G60. Every member of our team has a solid background in the industry, with the average experience exceeding 15 years in financial services. Our business is all about our people, and the relationships we build.
When recruiting, we look for Administrators who are naturally proactive, who can keep you organised – and who can take ownership of tasks, seeing things through to completion without you having to provide instruction at every stage. We’ll never suggest that an Administrator has experienced every part of the industry, or used every system. However, what we can say is that all our Administrators have an extremely good grounding in financial services, and a solid understanding of products, compliance and regulation.
We’re extremely proud to be one of the first firms to offer an outsourced service specialising in administration for Financial Advisers. If you’re interested in working with your own experienced and dedicated Administrator who understands your industry, and who will become an extension of your own team, please get in touch.