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Office employee
MoreThan Admin

The MoreThan Admin services are tailored to your individual company requirements and can be anything from writing a welcome letter to reconciliation of the weekly fees and commissions received.  Our team are specialised in servicing advisers and their clients in multiple jurisdictions and have vast knowledge and experience with both UK & international service providers, platforms, and trustees. An example of some of the admin services we can provide are;

  • Full client onboarding

  • New business & review packs

  • Pre-populate documents

  • Data input & management of your back-office system

  • Application submissions & pipeline management

  • Existing business – fund switches, redirections & withdrawals

  • Letter of Authority (LOA) services

  • Product provider liaison

  • Client correspondence

  • Diary management & phone answering services

  • Virtual office – scanning, filing and document distribution

Cost: From £30 Per Hour*

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