Financial Adviser Support
Stop splitting your time and energy between meeting with clients and completing all those mundane back office tasks that need to get done. I help IFAs, like you, get their business back. I’ll take over the administrative reigns, while you will be free to nurture your client base and grow your business.
Here are just some of the areas I can help you with:
- Add client/cases to your back office system
- File checks for compliance
- Letters of Authority
- Management of client reviews
- Record Funds Under Management
- Update new business register
- Check incoming fees/commissions
- Create and send out invoices
- Draft suitability letters
- Client ID verification
- Prepare files for client meetings
- Send out letters
- Upload files to Dropbox/Electronic filing
- Transcribe meeting notes (audio & handwritten)
- Order stationery
- Record mileage and expenses
- Send out birthday/Christmas cards to clients
Virtual PA & Admin Support Services
Have your day to day admin organised for you, ensuring that your business is well supported as it grows. Starts at just 10 hours per month.
- Word Processing– All types of word processing can be undertaken from general copy typing, letters, mail merges, manuals and reports.
- Audio Transcription – If you have lots of information whirling around in your head you can use recordings to verbalise them. I’ll transcribe the recordings and present them back to you in the form of a letter, report, training guide or whatever it is you need.
- Email Management – Does you inbox overwhelm you? I can tidy up your inbox, set up standard responses, group your contacts and help set up your email signature and out of office responder.
- General Organisation – Would you like your business to run more efficiently? I can set you up with an electronic filing system, tidy up your inbox, manage your emails and deal with general correspondence saving you time and hassle.
- CRM Systems– Get all of your business contact information and tasks added to your CRM system, keeping everything centralised and you up to date with your business.
- Internet Research– Need to gather some information for a project you are working on? I can do the research, saving you time.
- Mileage– I’ll keep regular track of your mileage and record it in a neat, easy-to-manage format.
- Data Entry– I’ll bring together all your data, ensuring that it’s easy to access and analyse.
One Off Projects
Do you have projects on your ‘To do’ list that would be beneficial for your business, if only you ever had the time to tackle them? Finally get that task or project completed and checked off your list by outsourcing it to Your Virtual Assistant.
- Business Cards/Networking Contact Lists – Would you like these organised into one central place so you can actually use them?
- Promotion of an Offer or New Service – Would you like to send out some correspondence to your customers to inform them of changes in your business?
- Customer Testimonials – Would you like to gather testimonials for use on social media and to display on your website?
If the business support you require isn’t listed above, please get in touch as I’m sure I’ll be able to help or point you in the right direction.