Administration

The backbone of the modern advice firm.

Administration; just a simple seeming word but we all know the role of a financial services administrator is far from simple. The depth of technical knowledge required to provide administrative support is ever-increasing and sometimes finding that support internally can be extremely challenging. Which is where Verve comes in!

WHAT WE DO

Flexible administration support, when you need it.

Our team of experienced administrators can provide whatever level of support you need. Sometimes it’s just processing LOAs and summarising the data. Sometimes it’s communicating with clients and arranging meetings. And sometimes it’s getting your back office system looking spick and span.  

We can work with firms on an ad hoc basis, logging hours as we go, or you can sign up to a minimum number of hours, at a reduced hourly rate, to have dedicated resource. We also work with firms on one off projects, which can be particularly useful during periods of change.  

HOW IT WORKS

Access to the best support, at your fingertips.

As with our other services, our admin support is super flexible. It can be as simple as signing up to be a Verve Member, logging in to Dextera and adding some admin projects. Alternatively, if you need more dedicated support, you can chat this through with the team and we will assign you a project manager to get you started and work with you to achieve your business administration dreams!

  • Data gathering

  • Updating back office systems

  • Defined benefit analysis

  • Project management

  • Chasing LOAs

  • Annual reviews

WHY CHOOSE US

The most in-depth administration support around.

01

Completely flexible options depending on your needs.

02

No minimum monthly retainer.

03

Experienced administrators, surrounded by technical support.

04

Full transparency and oversight via DexteraTM.

It has been an absolute joy to work with a professional company who have experienced and competent staff able to take on board the training provided and to understand our internal processes. Who are polite and professional, warm and welcoming, easily integrating our processes. Updates are provided proactively, nothing feels too much trouble as we are all working towards the same client focussed goal.

Sophie McLoughlin

Radiant Financial Group

I love working with our clients to deliver their administrative tasks – the way we work means we become an extension of their team. I take pride in knowing that my support helps them focus on other areas of their business - whether it's achieving goals or delivering their great service.

Kylie Rushton

Admin Manager

GET STARTED

If you’re looking for some extra administration support, you can either book in a chat with one of our friendly team, or simply sign up to be a Verve Member, log into the system and get started today!

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