Admin Tasks
We' re here, for you
One team dedicated
to helping you
Our first hand experience of working within established St. James’s Place Practices, has allowed us to develop solutions aimed at making life easier for our clients, and we are extremely passionate about what we do.
As business owners, we are delighted that our team can provide genuine, professional support, where our combined skills and expertise can be leveraged to deliver quality in-demand services, which ultimately leads to the best outcome for clients we work with.
As business owners, we are delighted that our team can provide genuine, professional support, where our combined skills and expertise can be leveraged to deliver quality in-demand services, which ultimately leads to the best outcome for clients we work with.
Client Contact
- Booking in review calls
- Booking in review meetings
- Confirmation of call/meeting via email/letter
- Updating diary
- Updating Client Contact on iBusiness/Salesforce
- Production of post review letters
- Fielding calls from clients & sending messages where necessary
Business Processing
Pensions:
- Illustrations for new pensions (including new funds & transfers in)
- Illustrations for top ups to existing pensions
- Processing of EBS for new and additional funds, and transfers
- Attach all documents to Advice Set
- Liaising with Admin Centre for progress until issued
- Calling Ceding schemes to check on timescales/progress when transfers are involved
Investments (ISAs/UTs/Bonds):
- Illustrations for new ISAs (including new funds & transfers in)
- Illustrations for top ups to existing ISAs each tax year
- Illustrations for new Unit Trusts and Unit Trust Feeders
- Illustrations for new Bonds and top ups to existing
- Processing of EBS for new and additional funds, and transfers
- Attach all documents to Advice Set
- Liaising with Admin Centre for progress until issued
- Calling providers to check on timescales/progress when transfers are involved
Protection:
- Provision of comparison reports for personal and business protection
- Calls to providers to get Pre Sales Underwriting information before proceeding
- Illustrations for personal and business protection
- Calls to clients to go through application when completed interactively
- Completion of paper application
- Confirmation of decision to Partner
- Attach all documents to Advice Set
- Calls to providers to check on progress of applications
- Calls to GPs to chase GP reports where necessary
Mortgages:
- Application of Decision in Principle
- Completion of application
- Uploading of all supporting documents to provider website
- Calls to providers to check any outstanding documents required & chase through to offer
- Liaising with clients to ensure all documents required are received, and update on progress
- Calls to Solicitors to chase through to completion
- Illustration of Mortgage on iBusiness/Salesforce when Offer received
- Attach all documents to Advice Set
EIS/VCTs:
- Pre population of paper applications
- Sending of paper applications to providers with payment
- Attaching all documents to Advice Set
Trusts:
- Processing of Trusts on iBusiness/Salesforce
- Attaching all documents to Advice Set
- Sending of all documentation to Admin Centre
General Admin:
- Meeting preparation – pre- population of forms where necessary, collating of all documents including illustrations, application forms, fund information sheets, Key Features & ID verification forms
- Transcribing of meeting notes from handwritten notes or audio files
- Updating CFRs
- Client Change of Address
- Recording of Marketing material clients’ receive
- Chasing pipeline
- Room bookings
- Stationery, literature and gift orders
- Withdrawal requests
- Amendments to regular withdrawals and income payments
- Mail merge letters
- Completion of stock transfer forms
- Sending of Letters of Wishes to Admin Centre to be recorded
- Prospect Management
- Wealth Account requests
- Investor Return requests
- Valuation summaries
- Fund Switch letters
- Queries to Admin Centre
- Liaising with Policy Services
- Event invitations
- Recording of attendance at events
- Production of invoices to clients
- Chasing of payment from clients
- Updating E-Briefing for clients
- Providing clients with registration information for SJP website
- Sending of encrypted emails where sensitive information is being sent
- Sending of Suitability letters completed by Partners
Would you like to talk to a member of our team?
Testimonials
What SJP Partners say about our Admin Service
Jamie Greaves
Greaves Wealth Management
I have, for some time, been considering the value of Cashflow Modelling for a number of my clients, and the option to outsource it to Plus fit nicely within the current demands on my time.
I had a Zoom call with ‘Cashflow John’, as he is known at Plus, and his passion for delivering high quality cashflow models is immediately evident. John made the process feel relaxed, straightforward and above all, collaborative. What’s more, he explained the outputs and charts in a client friendly manner and also how to use a couple of useful functions.
I would gladly recommend this service as my clients were suitably impressed and I will definitely be using the service again.