Sign up form for a Financial PA

Practice Details

Contact Name

Practice Name

Status
 Principal Partner
 Senior Partner
 Partner
 Associate Partner
 Other

If you specified “Other” above then please state your role

Are there other Partners/Directors in the business?
 Yes
 No

If you answered “Yes” to the question above, please state the contact details here.

Assistants/Administrators in the practice

Business/Invoice Address

Postcode

Telephone Number

Email Address

Website Address

Personal Details

Private Address

Postcode

Home Phone Number

Mobile Phone Number

Services to be provided

 Appointment making – existing clients
 Appointment making – prospect calls
 Diary Management
 Email Management
 Confirming Appointments
 Suitability Letters
 Illustrations
 CFR Management
 Submissions
 Managing Swift Workflow
 Issuing Monday Market Bulletins
 Transcribing meeting notes and uploading to Swift
 Managing tasks and actions arising from meeting notes
 Managing client switch and withdrawal instructions
 Managing client enquiries
 Taking telephone calls in client's absence
 Preparing paperwork for client meetings
 Issuing letters of authority and chasing for information
 Keeping Swift up to date
 PROMS management
 Issuing Quarterly Investor Magazine
 Mail merges and campaigns
 Client birthday and Christmas card distributions
 General PA support

Choose a Support Package

 Silver – 10 hours pcm (£320 pcm)
 Gold – 25 hours pcm (£750)
 Impromptu PA – £35 per hour

*Hours are valid for 3 months from the date of purchase, thereafter they will expire.

*Prices quoted exclude VAT

Commencement

Commencement of Service

Confirmation of Acceptance

Please tick this box to confirm acceptance of our TERMS AND CONDITIONS (CLICK HERE)

Submit Form

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You will only be able to submit this form once you have accepted the terms and conditions.