"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.

Case study

Customer profile

  • Established, regional firm.
  • 3 advisers plus support staff.
  • Evolving the business.
  • Approximately 50 clients have individual, advisory investment portfolios.
  • The time taken to deliver these is distracting from wider planning opportunities.
  • The internal resource is already at capacity as new clients have joined the business.
  • The firm don’t want to employ an individual to do the job, as it is not full time but needs experience and skill.

Objective

To manage the rebalancing process for the firm each month.

Delivery

To manage the rebalancing process for the firm each month

  • Firm produces a monthly list of rebalancing clients.
  • The Timebank log into the wrap platform and create rebalancing reports.
  • The Timebank issue these to the client.
  • We provide specialist skills and experience.
  • The firm do not increase their own headcount but are able to remove a time pressured and time-consuming task from the team.
  • Clients of the firm continue to receive excellent service.

Ready to proceed?

This sounds like me. I would like to know a bit more about The Timebank before going ahead

Fantastic!

We mould 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

This sounds like me, but I am not ready to get going just yet

Timing is everything, we understand that.

We really want to be here when you are ready, so in the meantime, we would like to give you complementary access to The Timebank Foundations Programme.

This gives you access to a range of 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