Why impeccable administration is so important
We've all had experiences with terrible companies - late payments, incorrect personal information, delays after delays.Incorrect administration affects the reputation of an entire company and is one of the fastest ways for a customer to lose trust in an organisation.This is even truer when it comes to a Financial Adviser. Money is one of society's biggest worries, and everyone wants to feel safe knowing that their advisor is excellent at what they do and has nothing but their best interests at heart.Even a minor incident can have a catastrophic effect on the trust between a client and their advisor.I will be there to ensure this never happens.
Don't just take my word for it
Sagee Abuebid
Financial Consultant, Bellamy Wealth Management
I worked with Emma for 3-4 years and she always had a very efficient way of working. Emma worked on a project to make the client and adviser experience a cleaner process which I believe Zurich still use to this day. Streamlining processes is always at the forefront of her mind.
Steve Jardine
Consultant
Emma is thorough, pays attention to detail and always delivered on time any work or project she was required to support on. In my experience, Emma is efficient, professional and supportive, and she would be an asset to any team.
Darren McNamara
Grey Parrot Financial Planning
We have been working with Emma for several months, the admin she has taken responsibility within our business has allowed us to spend our time where it counts, seeing clients and building the business. She is building processes within the business to streamline all client activity and is always quick to respond. She has a great manner with clients, we are very happy with our business relationship with her and would recommend her to any business needing admin support
Lexington Wealth Management
Emma has helped us with some of our more time-consuming administrative tasks and has done so with remarkable efficiency and accuracy. What truly sets Emma apart is the quality of her work and that she isn't just completing tasks; she's is a real team player. She understands the industry and she anticipates our needs. She takes initiative, identifying areas where we can streamline processes and suggests helpful tools. This has helped our firm to spend more time providing value to our clients while knowing our back-office operations are running smoothly and in safe hands.
Carolyn Wakeman
Practice Manager
As a busy financial planning firm, days are often a whirlwind of client meetings, documentation, reporting, and emails. Administrative tasks could easily eat away at our time and focus, leaving our team feeling overwhelmed and unable to give our clients the attention they deserve. That's where Emma New at Rose FP Services has come in, and let me tell you, it's been a game-changer.
Support just where you need it.
This is not a Paraplanning service, but a fast, dedicated and qualified administrative process that ensures you don't have to give admin a second thought.
The freedom to implement an unrivalled service to your clients. Get the edge over your competition.
I am a CII Level 3 qualified financial planning administrator with 18 years of experience. Never use your own valuable time on admin again and gain a wealth of experience on your team.
Time to spend working on revenue-generating tasks without increasing your workload, skillset, or staff levels. Unlock the full potential of your client management.
I can review your current administration process and recommend changes to take the burden off of you.
Existing personal relationship with any platform you currently do business with.
Up-to-date news regarding anything that may affect your client's portfolio in the future. Always be one step ahead.
A genuine passion to make positive change based on my wealth of experience in the industry.
A money back guarantee! Thats how confident I am.
Invaluable experience with providers
Competent with industry tools
Get it right first time
My promise is to treat your clients as if they were my own.Over 18 years of experience in the industry and a CII Level 3 award in Financial Services Administration is the foundation for my drive to make positive changes within the industry.
When it comes to electing somebody to take care of their hard-earned finances, clients need somebody who is going to exceed their expectations. No matter how trivial or time-consuming.
Share the burden with an experienced Financial Administrator who understands the constraints facing modern financial advice.That is why I created my....
Account Management Process
In the age of on-demand, you deserve a service that specifically caters for the requirements of your business and your clients, allowing you to benefit from:
No Training Costs.
No Employee Benefit packages.
No holiday, sickness, or maternity pay.
No tax or National Insurance to consider.
No payroll.
No recruitment or agency fees.
No need for additional office space.
No added office equipment overheads.
I use your systems to provide a streamline service
This is what I'm offering you today. The freedom to excel above your client's expectations and grow your client portfolio without limits.
A Reasonable Pricing System That Benefits Both You And Your Clients
I have devised a payment method that is predominantly based on my experience I'll even complete some tasks absolutely free!
My success comes from your success
We all want to feel reassured. For that reason, should I be directly responsible for any issues I will refund 100% of your money*How is that for a fair and risk-free guarantee?
* Financial loss that are a direct result of my error. Market fluctuations, delays caused by providers, or a client, are not covered in the guarantee.
Take Control Of Your Clients Administration
If you are as keen as I am about the success of your business, book an informal chat with me, so that together, we can discuss exactly what administrative assistance you need to help your business thrive.