Enabling you to
Deliver an Outstanding Client Experience
The climate has changed significantly and we have all had to adapt and very quickly. Our outsourced administration services for firms allow you to control costs, adapt your resource requirements as and when needed and above all deliver an outstanding client experience using team members that have the skills and expertise you need.
Our services are always bespoke to your needs. If you haven’t used an outsourcing service before, we offer a unique 4 week programme so you can trial different elements and build the support structure you need.
Examples of the coverage we can provide include:
- Virtual office – receiving, scanning post, setting up activities/workflows
- Phone answering service – adhoc short periods and contracted
- Adding Data, plans and fees to Back office systems
- Raise client and provider fee invoices
- Preparing Valuations
- Coordinating and preparing for client meetings
- Dealing with client correspondence
- Processing of Fund switches, redirections, withdrawals
- Platform administration
- Product provider liaison
- Appointment arranging
- Issuing and chasing letters of authority
Want to find out more?
If you need help in these areas, then click below to book some time with Lucy Norton to discuss further.