Here is a brief overview of just some of the support services we provide to our existing financial services clients:-
PA support
- Diary management
- Email management
- Answering telephones – front office / first point of contact for clients
- Transcribing meeting notes
- Managing tasks arising from meetings
- Liaising with clients regarding queries on their investments
- Chasing up letters of authorities with third parties and obtaining information
- Event management/seminars
- Database creation/management
- Issuing quarterly or annual wealth reports to clients
- Illustration and Critical Yield calculation preparation
- Comparison illustrations
- Confidential Financial Review input and management
- Suitability letter preparation
- Submitting business
- Onsite and/or PC filing
Sales and marketing
- Appointment making; existing client meetings and arranging meetings with prospects
- Promotion of ISA campaigns
- Issuing weekly email Bulletins/Newsletters to clients and prospects
- Issuing quarterly Investment magazines
Our service is tailed around your specific needs, so that you can choose the right type of support for your business. Please do telephone us, or drop us an email if there is something not listed and you need help with as the above is certainly not a limitation of what we can do.
