When running a busy Practice and dealing with conflicting priorities, ensuring your Partnership Support Staff (PSS) have the corporate training they need to fulfil their roles effectively can be a challenge.
Investing in high-quality PSS training is the best way to give your team the skills and expertise they need to succeed, which ultimately will allow your business to prosper.
By entrusting the responsibility of corporate training into the hands of an experienced provider, you free up time to focus on servicing your clients, growing your enterprise and working on business-critical, revenue-generating tasks.
If you would like to learn more about how we can assist in your teams development, contact Virtual PA Services today. Further information can also be found below.
How We Can Help
Virtual PA Services has provided high-level administrative support to St. James’s Place Partners for 20 years. Now, we are offering PSS training courses tailored to the specific roles of your PSS.
Drawing on our vast experience, we are the perfect partner to support your PSS on their journey with you. All our training programmes are tailored to the needs of your business and your PSS team.
Delivered by dedicated and experienced Team Leaders, we explore ‘real-life’ scenarios to give your workforce the skills and confidence they need to thrive in the workplace.
Our PSS training is designed around your specific needs and delivered at a time that suits your PSS.
Why PSS Training Is Essential For Your Business
Practices that do not invest in adequate PSS training can encounter many problems, such as:
- High staff turnover
- Current training that does not suit the needs of your PSS
- New team members lacking the skills and understanding of SJP-specific processes
- A lack of awareness of resources available to staff to enhance productivity
- A workforce that feels undervalued
Why We Offer PSS Training
By providing tailored, high-quality training to PSS teams, we aim to help our clients thrive by:
- Increasing employee retention
- Creating an environment where your staff will feel supported and valued in their roles
- Sharing our extensive experience working with SJP Partners and their clients
- Alleviating the pressure placed on Partners to train their PSS
- Empowering PSS teams to reach their full potential and enhance the success of their Partners’ Practice
- Influencing the quality of support PSS provides to Partners
- Improving PSS job satisfaction and motivation
- Complement existing support material with ‘real-life’ scenarios
Our PSS Training Courses
We offer bespoke PSS training courses tailored to the needs of your PSS and your organisation. We understand every Practice is different, so our training plans are specifically designed to meet the unique needs of your business and team.
Here are just a few examples of the areas we cover:
- SJP systems, products, funds and portfolios
- Administration centres and client reporting
- Fund switches and withdrawals (including RA TFC Income)
- Salesforce, including review process, marketing, CFR updates from review meeting notes and review letters
- Aptus review letters and client review process with engaged and non-engaged clients
- Letter of Authority and transfer cases
- Business submission for SJP products including CFR updates in Salesforce
- Business submission for non-SJP products, including protection
Each two-hour training session is delivered on a 1:1 basis, with sessions provided remotely at a time that suits your PSS. Each session is recorded so your PSS can review it again whenever they need to. We will also signpost your PSS to any supporting material that might benefit them moving forward.
How We Work
Step One – Consultation
Following your initial enquiry, one of our highly experienced Team Leaders will contact you to discuss your PSS training requirements.
Step Two – Recommendations
Following the consultation, we will recommend a bespoke training plan to suit your PSS needs and schedule.
Step Three – Scheduling
Once you choose a PSS training plan that works for you, we will schedule the training with your PSS and help them prepare for the sessions.
Step Four – Delivery
One of our dedicated Team Leaders will deliver the training sessions to your PSS.