Financial Services PA

The team at Virtual PA Services are here to help your business thrive. We provide comprehensive support to many St. James’s Place Partners who want to enjoy the benefits of their own dedicated PA, without the responsibility of employing a full-time member of staff.

Our talented virtual PAs are trained at executive level to provide a thorough, efficient and pro-active service, and specialise in the St. James’s Place systems. These personal assistants are more than just administrators: they 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 clients. They also benefit from the support of our highly skilled Operations Director, who oversees their ongoing learning and development and is onboard to ensure our virtual PAs adhere to all current legislation.

Both the PA support and Suitability Letter Writing facilities can be used as stand alone services, or combined to give you a fully comprehensive service.


PA Support

  • 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 follow up of 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 Quarterly Investor, Birthday and 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, budget and to establish how we can add value to your business. Once you have decided to proceed, we ask you to complete a simple online application where you select the support package chosen.

Step two – PA allocation

Once we have received your application we will match you to a dedicated 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 the 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 introduction call with your 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 member of staff.

 

Financial Services PA & Paraplanning Sign Up Form

HAPPY CLIENTS

  • “Mia has been a pleasure to work with. She has a strong eye for detail and in my experience has always worked in an efficient and professional manner. I would not hesitate to recommend her to others.”

    Cavan Halley, Parallel 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
  • “My Virtual PA allows me to spend more time with clients knowing that work is happening concurrently even whilst I’m busy. I can relax knowing that client’s requests or administration are being processed efficiently and correctly. “

    Andy Keen, Tempus Wealth Consultancy Ltd