The Intuitive Team have been working with St. James’s Place, and providing virtual admin support to their Partners, since 2014. We currently work with more than 30 Partnerships.
All of our administrators have a Financial Services background, and our PSS Team have extensive experience with the SJP systems and processes. Partners are looked after by a single dedicated administrator, on an ongoing basis.
Do we know it all? Absolutely not, we doubt anyone does, and there is always much to learn. However, any generic training required is carried out at our own expense, and in our own time.
Please find below a few examples of how we support some of our SJP Partnerships:
General Support
• First point of contact for clients
• Post review letters
• Fund switch letters
• Post and inbox management
• Salesforce updating
• Support with death claims
• Scanning, electronic filing
• Issue / chase LOA’s, collate data
• Servicing requests
• Client ID&V
• Special Category Consent Forms
• Record client contact (Salesforce)
• OLWA Registration
• Request CGT Reports
• Requests to crystallise benefits
• Tax Residency Self Cert Forms
• In-force RA illustrations
• Investment withdrawals
• Changes to regular income & withdrawals
• Investor Return Reports
• QWIL contact groups
• Fund switches/redirections (FSS)
• Change of address
• Wealth Account statements
• Transcribe meeting notes (audio/handwritten)
• Concession requests
• Investor Magazines
• Pre-populate forms / Issue via DocuSign
• Valuation summaries
• Liaise with Policy Services
• CPD recording
• SCDD Updating
• Mailshots/emailers
• E-Briefings implementation & management
• Submit adverts to Marketing for approval
• Birthday cards, Christmas cards
All Partnerships ask for support in different ways, with different tasks, processes and requirements. That’s why our support will be bespoke to your specific needs.
Furthermore, we can support your paraplanners, and ensure that they have sufficient information in order to perform their role.Â
Client Meetings
• Arrange meetings
• Confirm meetings in writing
• Salesforce updating
• Prepare documentation & meeting packs
• Meeting rooms
• Transcribe meeting notes
• Prepare post review letters
New Business
• New business processing (EBS)
• Update iBusiness / Salesforce
• Electronically populate required forms
• Protection applications by telephone
• Create advice set, appoint paraplanners
• Assist client with transfer of funds
• Proactive pipeline management
• Progress updates to client / Partner
• CRRs
• Track credit
Filing Structure
If you don’t have a filing structure in place, why not ask us to implement one for you, enabling you to locate filed documents very quickly in the future. We can send you examples of how this might look.Â
Project Support
Whilst our core business is providing ongoing support, if we have capacity we will be happy to help with projects too. Please ask for details.
Free LOA Guide
Please also check out our LOA Submission Guide, which is a free resource that we share.
Sharing Our Knowledge
We work hard to support our administrators, helping them to continuously learn new skills, and become more efficient. We believe a process can always be further improved. Internally, our administrators have access to a huge array of tools, templates and best practice guides. If you’re ever wondering whether there might be a more efficient way of doing something, perhaps we can help. We’re always happy to make suggestions that might help you to improve or streamline an existing process.
What Can’t We Help With?
Much of what we do supports the paraplanning role, for example, coordinating LOAs, data gathering, creating illustrations and updating Salesforce. However, we are not paraplanners, and although our team are very knowledgeable, paraplanning is not our strength, nor what we are trained to do. We are not able to create your suitability letters, nor perform calculations. We can recommend some excellent outsourced paraplanning firms who also work with St. James’s Place, should you need one.
Cyber Essentials Plus
The Intuitive Team are Cyber Essentials Plus Certified. Â
     