Services

With a Prince 2 Foundation qualification for project management, I am here to ensure projects stay on track by managing and coordinating project tasks.

I can help you with: 

• Budget tracking
• Chasing suppliers and the project team
• Updating Project Logs
• Highlighting issues
• Project timetables
• Updating Risk Registers

With a Diploma in Financial Services Management I understand the financial jargon associated with mortgages and protection. I can help you with the essential administration that is required to process applications and support you and your clients throughout the process.

I can assist with:

• Appointment scheduling
• Document organisation
• Updating CRM systems
• Lead management
• Client onboarding
• Compliance assistance
• Post-approval client support

Delegate those business admin tasks so you can have a better work life balance. As a VA with admin and proofreading experience, I am here to help.

I offer the following:

• Creation and upkeep of spreadsheets 
• Data Analysis
• Editing and Formatting of documents 
• Proofreading documents and publications
• Creating user guides and training manuals 
• Formatting and editing PowerPoint presentations

Is your diary management overwhelming you, do you need help to get those appointments booked in and organised, so you can focus on your priorities and meet your deadlines? 

I will:

• Organise your day 
• Arrange meetings 
• Book appointments 
• Arrange global travel and logistics

Want to invest in some new software or products for your business but don't have time to research the right solution for you?

I offer the following:

• Research on products and services
• Contact companies for quotes
• Produce comparison reports
• Provide a summary of suitable options 

Are you struggling to complete your customer follow ups, do you need some help booking in new customer appointments, or chasing up outstanding customer invoices? Get in touch with me and I can take on these tasks, and in turn help you grow your business.

I will complete:

• Customer service calls
• Customer bookings
• Gathering and following up quotes
• Credit control