Case Studies

Contact Us

St James Place Wealth Management

As a Partner Practice of the prestigious St. James’s Place Wealth Management business, we provide a wide range of wealth management services to individuals. Our emphasis is on maintaining long-term relationships with clients and to provide them with a source of trusted advice as their financial plans evolve over the years.

Our Brief

In Spring 2019, Lana’s business was experiencing a major growth in volume of specialist work. She reached out to Sandy to see if Elite PA Solutions could support her with identifying an extra pair of hands to work alongside the existing team of two administrators, reporting to the practice manager. Lana just needed it to work, she was far too busy to have to deal with any hassle and was very happy with an outsourcing partnership, as the hassle (if there was every any) would be ours!

Approach

Lana approached Elite PA Solutions following a Google search and called Sandy to discuss her requirements. We very quickly suggested a meeting in person to discuss fully how we could work with her to fine tune precisely what her needs were and how we could provide a solution in the form of a virtual assistant. We talked openly and at the time, our client appreciated this approach. Lana tells us, it showed we cared about her and her business from the onset. After this initial meeting, Sandy got right to work in finding Cat who has now been supporting Lana and her team for the equivalent of a couple of days a week for two years. With not an ounce of hassle in sight, we may add!

Results

Since having Cat onboard, it has given the team more flexibility to focus on projects that require their attention. As they have been able to delegate work to Cat and she is able to get on with it without too much guidance, which in turn frees up their time. This means that by the time Lana returns to the office, following a day of back-to-back meetings, the administration accumulated throughout the day is complete and ready for review.

A busy office requires a team with varied skills who can work well together and Elite PA Solutions has given us another member who fits well into our environment. Sandy recognises that I’m so busy and I just need it ‘to work’ and that is exactly what she provides.

Lana

I love the fast paced, focussed aspect of the work. I’ve always had good attention to detail, but the level Lana requires has made me really brush up on these skills and they are now my superpower!

I love working as a virtual assistant for Lana and being a part of Sandy’s team. I am a busy mum to three young boys, and this gives me the opportunity to use my extensive administrative skills in a flexible way that fits into my crazy life.

Cat

We deliver an executive-level PA Service to time-precious entrepreneurs, business leaders and executives at the very top of their game who understand the value of delegating tasks to the right people.

Feel free to contact us to talk about your requirements.

ElitePASolutions
Fully Insurance Virtual Assistant Agency
Awards-West-Midlands
ICO registered