"Our administration team struggle to manage fluctuations in workflow."
Administration teams suffer from the same ebb and flow in workload as everyone else in a financial planning practice.
Since 2002, The Timebank have built a team with diverse skills, experiences and knowledge to help clients with unique jobs.
The Timebank can be a flexible addition to your team. This is far more effective than employing someone to do the same job, particularly if it is a short-term project or job that doesn’t need a full-time employee.
Customer profile
An established regional firm with three advisers and support staff is evolving its business while managing approximately 50 clients with individual advisory investment portfolios. Delivering these portfolios is increasingly distracting from wider planning opportunities, and internal resources are already at capacity due to new client growth. The firm does not want to hire a dedicated employee for a non‑full‑time role that still requires experience and skill.
Objective
- Manage the firm’s monthly rebalancing process to relieve pressure on the advisory and administrative teams.
Customer profile
An established regional firm with three advisers and support staff is evolving its business while managing approximately 50 clients with individual advisory investment portfolios. Delivering these portfolios is increasingly distracting from wider planning opportunities, and internal resources are already at capacity due to new client growth. The firm does not want to hire a dedicated employee for a non‑full‑time role that still requires experience and skill.
Objective
- Manage the firm’s monthly rebalancing process to relieve pressure on the advisory and administrative teams.
This sounds like me. I would like to know a bit more about The Timebank before going ahead
We would our service to our clients, so we will give you a call and listen to your needs to make sure we can help you. In the meantime, we will start off by giving you complimentary access to The Timebank Foundations Programme.
Being a guest client gives you the following benefits:
- FAQs about the service
- Due Diligence on us as a company
- Access to our PRODMatcher tool, which solves the PROD problem
- Access to our Due Diligence reports on providers and manufacturers
- News, hints, tips and opinions sent directly to your inbox
- Access to ongoing CPD video series
Which of these sound familiar?
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