Financial Services PA

Virtual PA Services provides comprehensive administrative support to financial services businesses.

Specifically, we can assist St. James’s Place Partners who want to enjoy the benefits of their own dedicated SJP PA, without the responsibility of employing a full-time member of staff. We can also work with in-house Partnership Support Staff (PSS) if they require an extra resource.

All our Virtual PAs are experienced professionals who have been put through a rigorous training process that ensures they have the skills, knowledge, and drive to deliver exceptional value to our St. James’s Place clients.

What’s more, they specialise in St. James’s Place systems, so can truly hit the ground running with any administrative assignment.

Keen to ensure our clients have everything they need to focus on growing their practices, we strive to remain one step ahead of any changes happening within St. James’s Place. We’ll inform partners if there are any developments in the pipeline, and work with them to implement any new systems and processes that might be required to make the transition smoother. Everyone on our books can expect to receive bitesize monthly newsletters that will keep them up to speed with any changes that are on the horizon.

All our financial services PAs also benefit from the support of our highly skilled Operations Director, who oversees their ongoing learning and development and is onboard to ensure they adhere to all current legislation.

Our virtual PA support and suitability letter writing facilities can be purchased as standalone services, or combined to give you a fully comprehensive service that takes care of all your business and client admin support needs.

The client services and admin support offered by your St. James’s Place PA will include:

  • Appointment making and diary management
  • Management of client reviews
  • Review & switch letters
  • Meeting pack preparation
  • Managing Salesforce
  • CFR updates
  • Post management
  • Processing protection applications
  • Task management
  • Transcribing notes of meetings
  • Meeting follow ups, ensuring actions arising are met within the timescales stated
  • Switches and encashments
  • Trust deeds
  • General client enquiries
  • Administration centre contact
  • Issuing and following up Letters of Authority
  • Illustrations
  • Application processing
  • Advice cycles & sets
  • Advice assistant suitability letters
  • Monitoring case tracking
  • Issuing client wealth accounts
  • Weekly planning calls
  • Telephone answering service
  • BSP management
  • Marketing campaigns
  • Issuing the quarterly Investor magazine
  • Birthday & Christmas cards
  • E-briefing

How does it work?

Step One – Consultation

Following an initial enquiry, our Managing Director will contact you to discuss your support requirements and budget to establish how we can add value to your business. Once you have decided to proceed, we will ask you to complete a simple online application where you select the support package chosen.

Step Two – Virtual SJP PA Allocation

Once we have received your application, we will match you to a dedicated St. James’s Place PA and/or Suitability Letter Writer, who can support your needs. Our PA Team Leader will call you to finalise your requirements in more detail and to agree your support structure.

You will be asked to allow your SJP PA delegate access to Outlook for areas such as email, calendar, tasks and contacts. We will also request access to any other necessary IT systems, such as iBusiness.

Step Three – Introduction

Once IT access is in place, we will arrange an introductory call with your virtual PA, who can then commence support with immediate effect.

It all starts with a conversation

Interested to learn more about what we can bring to your business? Contact Virtual PA Services today to discuss your unique support requirements with a team that can provide unrivalled assistance to individuals and companies operating within the financial services industry.


Financial Services PA & Paraplanning Sign Up Form


  • I have no hesitation in recommending Virtual PA Solutions to any SJP Partner considering taking on admin staff.

    Darren Conlon-Dwyer
  • “I have been using VPA Services for 2 years now and have found it to be an efficient set up. I benefit from all year round cover and training from the staff which I used to have to manage myself before. The paraplanning service makes for a very joined up practice set up.”

    Elliot Ruby, Ruby Wealth Management
  • “I have been using VPA for over 6 years now. The model works perfectly for me. Having access to a virtual team gives my clients peace of mind that there is always someone on hand to support them with their queries. I think it’s the ultimate solution for the modern WFH world.”

    Jo Read, Langley Park Wealth


    Subscribe today, and we will promptly dispatch our detailed brochure to your email.