On-Demand Admin Support for Financial Planning Firms
Manage your administrative workload without fixed costs or retainers.
Hi, I’m Emma.With 20 years of experience as a financial planning administrator, I know your workload isn't always predictable.Whether you're a new firm needing a dedicated admin function, or an established practice requiring an extra pair of hands for a surge in demand, we provide the exact level of capacity your back office needs.I founded Rose FP Solutions as a professional, on-demand safety net to provide that capacity without fixed costs or retainers. Whether it’s processing LoAs, managing top-ups, or preparing annual reviews, you can access our expertise through your own portal whenever required.You only pay for the work you need, exactly when you need it.
An administrative model designed to fit your needs
We have structured Rose FP Solutions to remove the friction typically associated with outsourcing admin.
Direct Expertise: You work directly with a specialist who has 20 years of experience in the sector. This eliminates the "training period" usually required when bringing on new support.
On-Demand Capacity: The service is designed to be switched on or off as your workflow dictates. This allows you to manage surges in new business or legislative changes without the long-term commitment of an employment contract.
Commercial Alignment: By moving to a per-task payment structure, your administrative costs scale naturally with your revenue. You only incur a cost when there is active work to be done and not are not tied in to a retainer.
Systematic Delivery: All work is managed through a secure portal, providing a transparent audit trail for every completed case.
See what our clients are saying
Support at all stages of the Financial Planning process
We provide specialist assistance with technical administration at any stage of the client journey, from simple CRM updates or updating your clients on their application progress, to the full end-to-end process.Our support integrates with your existing workflows to ensure every requirement is managed with professional accuracy.
LOA Processing
We can handle the full LOA and data‑gathering process, issuing and chasing LOAs and compiling provider information into a clear format for you to to use.
New Client Onboarding
Streamline the onboarding process and ensure a smooth, professional first impression for your clients—without the administrative hassle.We can set your new client up on your CRM, complete AML checks and if required liase with the customer to set up their fee.
New Business Processing
We can manage New Business tasks, handling application forms, liasing with the customer to make their payments, platform submission, and submit the advice to your network (if applicable).
Protection Applications
We can complete new protection policy setups by gathering quotes, preparing the suitability letter and submitting applications, putting policies on risk, and chasing underwriting teams, doctors’ surgeries, and network submissions where required.
Mortgage Admin
Our mortgage admin support streamlines the process by handling document collection, application submission, progress tracking, client updates.
Annual Reviews
We can support you by booking in the review meeting, obtaining valuations, completing performance research, producing annual suitability letter and submitting to your network (if required)
Cash Flow Planning
Outsource cash flow analysis and planning to provide your clients with actionable insights—without taxing your internal resources.
Ceding Scheme Info Review
We review and verify ceding scheme information, such as the contribution history, which will enable you to proceed with a recommendation for your clients.
Transfer of Servicing
Smoothly transfer clients' policies to your agency with minimal disruption and complete peace of mind.
Invaluable experience
With 20 years of experience in the sector, including 14 working for Zurich in the Protection, Pensions and Corporate Risk departments, I have developed a deep technical fluency across the industry’s primary platforms, back-office systems, and research tools.The advice landscape is constantly evolving; if you utilise a specific provider or system not listed here, I am likely already familiar with its requirements or can adapt to your firm's specific configuration.
Platforms
Industry Tools
AI Tools
Operational Transparency
We track and share our core performance metrics to provide you with a clear view of our processing efficiency and accuracy. By maintaining this level of transparency, we ensure you have full oversight of how your tasks are being handled, and the standards we are maintaining.
*correct as of 10.6.25
Expertise & Experience
227
LOA's processed
82
New clients onboarded
195
New Business applications processed
80
Annual Reviews completed
Speed & Efficiency
30%
Same day
completion rate
43%
Completed within
7 days
16 days
Average length per task
Quality & Reliability
0.41
Recorded delays
per task
68%
Of tasks completed without delays
81 weeks
Of time saved vs industry standard
Centralised Task Management
Every request is managed and tracked through our secure portal, providing you with real-time visibility into your administrative workflow. Each task includes live status updates, clear ownership, and projected completion dates.This provides:
Audit Transparency: A clear history of every action taken on a case.
Predictable Timelines: Real-time updates on expected completion and any provider-led delays.
Reduced Friction: All relevant data and communication are housed in one place, removing the need for manual tracking or status updates.
Log in at any time to see the exact progress of your cases and maintain full oversight of your outsourced workload.
Every case also has it's own dedicated comments section, so important information is never lost in a busy inbox.
Only pay for what you need
Our pricing is structured to align your administrative spend directly with your firm's activity levels. Rather than incurring the fixed overhead of a retainer or salary, you utilize a task-based quoting system that reflects the specific complexity of each request.
No Monthly Retainers: There are no ongoing fees to maintain access to the service.
Cost Alignment: You only incur a cost when there is active work to be processed.
Transparent Quoting: Every task is quoted upfront based on the technical requirements involved.
£25-150
Task price range
51%
Of tasks are under £50
£68
Average task cost
Enterprise-Grade Security
We only use independently certified, enterprise-grade platforms to ensure that your data is protected:- Microsoft 365 - ISO 27001, SOC 2, GDPR compliant
- Google Workspace - ISO 27001, SOC 2, GDPR compliant
- GitHub - ISO 27001, SOC 2 Type 2, CSA STAR certified, GDPR compliant
- Airtable - SOC 2 Type II, GDPR compliant
- n8n Cloud - SOC 2 aligned, hosted on Microsoft Azure, GDPR compliant
- WhatsApp Business - SOC 2 certified, end-to-end encrypted, GDPR compliantAll platforms maintain industry-leading security certifications, data encryption (at rest and in transit), and comply with major data protection regulations including GDPR.
Future plans
Despite our successes up to this point, things are only going to get better from here.We are speaking with other financial planning services that share our vision of an integrated future.Our friends at Plannr are the first to partner with us and our system will soon integrate seamlessly with the Plannr CRM via our in-house data gathering system.We look forward to announcing future plans with you all.
Discuss your operational requirements
If you would like to explore how our on-demand model can integrate with your firm’s current processes, you can book a brief introductory call below. We can discuss your specific administrative requirements and determine how to best structure our support to meet your capacity needs.
