What we do

Based within our Liverpool Office, our team of experienced Virtual PAs are on hand to assist you and your practice with all aspects of SJP and business administration.

We take care of your clients

They are as important to us as they are to you.
We can:

N

Arrange client meetings

N

Send letters and communications on your behalf

N

Answer general queries

N

Help you build and maintain your client relationships

N

Manage your diary

N

Obtain wealth accounts and valuations

N

Assist you with day to day task management

N

Answer your telephone calls

We see your business through

Our experienced team can support you in:

N

Sending Letters of Authority and gathering information

N

Producing comparisons and illustrations

N

Business processing (EBS or paper applications)

N

Updating client records (including CFR’s)

N

Pipeline and provider chasing until plan inception

N

Drafting general and bespoke (non-technical) correspondence

N

Actioning fund switches and withdrawals

N

Ordering stationery

N

Requesting analytics

N

Other general support tasks

We’re there when you need us

We understand that sometimes you need help with non-business tasks, that’s why we are on hand to assist with:

N

Sending Birthday/Christmas/Anniversary cards and gifts

N

Booking restaurants and social events

N

Booking personal appointments

N

Organising holidays and transport

N

Managing your finances and personal policies

N

Access to personal emails and post

N

Arranging home maintenance

N

Any other needs you have

What We Charge

Looking for something different? Please get in touch, we are happy to offer bespoke packages, specifically suited to your needs.

Please note: all fees are subject to VAT

If you’ve got questions

We’ve got answers…

Still not convinced?

Don’t just take our word for it…

2nd Floor, Queen Insurance Building, 24 Queen Avenue, Liverpool, L2 4TZ
0151 559 1332 | plus@sjpp.co.uk | www.plusgroup.org

2nd Floor, Queen Insurance Building, 24 Queen Avenue, Liverpool, L2 4TZ
0151 559 1332 | plus@sjpp.co.uk | www.plusgroup.org

Contact Us