Virtual Assistant services specialising in supporting SJP Partners, Financial Advisers and small businesses

ABOUT US

My Name is Sam and I live in Poole in Dorset. I have worked within the financial services industry for over 34 years, and have gained extensive knowledge and understanding of how to support small businesses particularly with an ever changing regulatory regime and the additional time pressures this creates. I specialise in supporting Partners and Advisers of SJP with all areas of back office support. Over the years I have developed a hands-on approach and am able to balance all the administrative and client servicing needs of a Practice. I have now taken the step to start my own business offering my wealth of knowledge and skills within my new role as a virtual assistant.

I am supported by a colleague whom has extensive experience within the civil service and has a wealth of experience at executive level to support general business administration.

We provide a completely confidential, individually tailored service to each of our clients. Our time is charged by the hour and you can use the services as little or as often as your business requires. Whether you need us for a one off project or for ongoing help, we will work to support you so you can concentrate on running your business.

OUR SERVICES

General Administrative Support

Whatever your support need we can help, from answering the phone, email management, diary management, report writing, social media management, event organisation - if the request is of an administrative nature then we are confident we can help

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SJP Specialist Support

With almost 20 years working for Partner Practices within SJP we are able to support the majority of administrative needs to enhance your clients' experience, improve business efficiency and productivity and free up your time

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Financial Services Support

With over 34 years working within the financial services sector we understand the industry, the products and the advice process and believe this is fundamental to supporting your back office needs

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The Benefits of Using a Virtual Assistant

Cost Effective

Full-time PAs are expensive, with a VA there are no statutory costs i.e.pension contributions, N.I, holiday entitlement, sick- pay, equipment costs, recruitment fees

Save Time

Having a VA frees you from your routine administrative tasks, so you can focus on clients and growing your business

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Pay For Use

You pay for our productive time, this cost-effectiveness is one of the major reasons why small businesses choose to outsource to VAs

High Quality of Work

Scale up or Down

VA's are independent, our reputation and success are reliant on being productive and delivering value. We strive to perform at a high level, and don’t suffer from the distractions that an office-based assistant may have

Because VA's are highly-skilled, they can take over the workload with minimal supervision. This is crucial when your business is going through a busy period and you need to be concentrating your efforts elsewhere

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