We provide admin support and full office management to IFA's and small IFA firms:
- Call handling
- Client, provider, consultant liaison
- Mail handling/post room/scanning
- Diary management
- Event management
- Digital marketing
- Direct mailing
- CRM - True Potential, Intelliflo, Quay Software
- Pre sale prep - client engagement/TOB
- LOA management
- Post sale application submission & processing
- Commission, fee and bank reconcile
- Client and SIPP invoicing
- Credit control function
- Client review management
- Compliance annual audit support - policies and documentation
- KPI and consultant CPD records