Administration & Client Servicing

LOA data gathering and Salesforce updating with existing financials (policies)

Booking client meetings (including disengaged client process) – updated via your SF dashboard.

Updating Salesforce (for example CFR updates)

New business processing and submission (liaising with the admin centre)

Preparing meeting packs

Annual review letters/reports (for ongoing advice)

Fund switches/rebalances

Withdrawal requests

Newsletter/marketing updates

Our team pride ourselves on being efficient, so we use less of your hours each month.

Try our service for the first month at a discounted rate to see how we can make your business efficient.

All our admin packages are on a monthly retainer basis and will be tailored to your business, our standard hourly rate is £35 plus VAT.

Why use The Practice Bridge?

Simplicity – Flexible range of services from one trusted partner

Efficiency – Seamless processes to optimise your business

Transparency – Real-time access to client data through Salesforce

Support – Personal service with prompt and reliable communication

Cost Control – Solutions tailored to the budget you set

Expertise – SJP specialist, highly competent team

Security – Fully DaaS compliant and have encrypted SJPP email addresses.