Do you want to be in front of clients as much as possible? Do you hate being bogged down by all the snags, delays and inevitable chasing that come with the job?
Are you an IFA that needs a PA?
I do of all of the paperwork, back office, chase providers, liaise with BDMs and all those nagging little things so that you can MAXIMISE your time in front of your clients and prospects.
Process new Biz Prepare Client Files Liaise with Product Providers LOAs TOSs Research Products Research Funds Write SLs/RWLs Client Servicing Email & Diary Management ‘deep dives’ for unique Clients Maintain adherence to Compliance Liaise with Clients Anything else required!
Why I am different
I am a one-woman band, there is only one point of contact - me! I always answer my phone and reply to emails within the hour. I will turn your work around as quickly as I possibly can - no queues, no bins. I don’t have a retainer or minimum number of hours. Unlike others, I am a qualified Financial Planner, my in depth knowledge of investing and financial planning is available to you. I bat for you, your success is my success - I adapt to you, you don’t adapt to me - if I can do something you need doing I will do it regardless.
About Me
My name is Harriet I am a former paraplanner, IFA and an Accounting Graduate but really I just prefer administration or administration just prefers me. I am a quick learner, always chipper, good sounding board and one smart cookie.
“Harriet has always been a reliable, capable & smiling ally. She has always kept me on the rails, gone above and beyond, and never let me down.” Lyndon Phillips, Capital Asset Management
“Never afraid to get stuck in, always up for learning something new. Her knowledge and attention to detail has helped me more than I care to mention and found me some golden nuggets too” Richard Curran, Curran Wealth Management
