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Our Services

This list is not wholly and exclusive; we are more than happy to discuss any additional requests so please call us on 01227 206213 or 07387 946465 or contact us.

Personal Admin IT Management Typing Diary Management
Marketing Finance Wealth Management Other Admin

Personal Admin

  • Lifestyle management such as booking concerts, chauffeurs etc.
  • Sourcing client gifts
  • Managing birthdays and Christmas cards
  • Mortgage cases
  • Putting together case paperwork and submitting to lenders
  • Chasing third parties
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Personal Admin at Elite VPA

IT Management

  • Mail merges
  • Excel spreadsheets
  • Powerpoint presentations
  • Formatting documentation
  • Email management
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IT Management at Elite VPA

Typing

  • Typing of documentation
  • Audio dictation
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Typing at Elite VPA

Diary Management

  • Managing diaries
  • Booking accommodation and travel
  • Sourcing meeting rooms
  • Event planning
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Diary Management at Elite VPA

Marketing

  • Linkedin Projects
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Marketing at Elite VPA

Finance

  • Managing expenses
  • Raising invoices and Chasing overdue invoices
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Finance at Elite VPA

Wealth Management

  • Anti-Money Laundering Due Diligence
  • Suitability Letters
  • Asset Preservation Trust/Letters & Expression of Wish Paperwork
  • Chasing Pipelines & Managing Turnover
  • Client Servicing (setting up & maintaining system)
  • Confidential Financial Reviews (Individual & Corporate)
  • Deeds of Assignment
  • Drawdown Paperwork
  • E-briefing Set Up & Management
  • Effective Client Servicing
  • Electronic Business Submissions
  • Encashments/Withdrawals
  • Fund Switches & Fund Switch Suitability Letters
  • Illustrations on iBusiness
  • Letters of Authority (Sending & Chasing)
  • Logging of Continuing Professional Development
  • Managing Online Wealth Accounts
  • Meeting Preparation (Initial, Review & Sign ups)
  • Post Review Actions
  • Prospect Management System Uploads
  • Self-Certification Forms (Individual & Entity)
  • Set up of Systems and Processes (for a smooth-running & effective back office)
  • State Pension Forecasts
  • Stock Transfer Forms
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Wealth Management at Elite VPA

Other Admin

  • Recruitment
  • Fleet management – tax Mots, insurance, repairs, tolls
  • Researching
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Other Admin at Elite VPA

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