Best Practice ToolkitsOur extensive knowledge and experience has allowed us to build and develop awide range of best practice tools, guides, and documents to enable businessesto create an enviable structured and organised back office working environment,where staff thrive and your time is freed up.The Resource Management ToolkitYour team is your most valuable asset, so why wouldn’t you want to do what wasright by them.This toolkit will assist you in implementing and managing an effective HRmanagement system and provides you with the necessary tools, guides, policiesand documents to:• Meet your legal obligations as an employer• Attract, build and retain a truly unique team• Motivate and reward your team to achieve maximum performance• Capitalise on existing core skills to enhance team skills and knowledge• Successfully develop your team through appraisals and trainingThe Best Practice Implementation ToolkitAchieving professional structured systems and procedures is no easy task butabsolutely possible if you know what you are doing. This toolkit will assist you inimplementing and managing an operational structure to make your businesssuccessful.This toolkit provides you with all the necessary tools, guides, policies anddocuments to:• Organise and structure your working environment• Achieve effective diary, task and workflow management• Create and manage ‘The 21st Century Back Office’• Document your key procedures and practice guidelines• Maintain best practice and strive for continual improvement• Enhance the client experience.
Who we areWe are experts in providing specialist solutions to the ever-demandingchallenges that you as financial planners and firms, face day to day.Our extensive knowledge and experience allows us to offer you thesupport and guidance that you need in the following areas:• Creating operational procedures and policies• Building and enhancing team structures• Redesigning workflow and task management• Implementing effective back office systems• Designing, implementing and running HR and Payroll functions• Understanding and managing key professional partner relationshipsOur main objective is to make sure that you and your business areworking as efficiently and as effectively as possible. We are extremelyflexible in our approach and aim to add value to your business by workingclosely with you to help implement the right systems and tools. This, inturn, will free up more of your time to spend on client facing revenuegenerating activities.Your choiceIf you want to work smarter and more efficiently because you know therehas to be a better way of working than ‘your way’, then call or drop us anemail.And don’t forget all of our consultancy work is covered by our ValueBenefits Guarantee which means that if you gain no value from our worktogether then we will give you your money straight back! We can’t befairer than that!It would be our pleasure to work with you so together we can take thefirst step in reshaping your business and life forever.