CLIENT CASE STUDY
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The Problem
My client, an Independent Financial Advisor (IFA), approached me after spending six months without administrative support, resulting in a backlog of sales tracking and missing commission fees. They were extremely pressed for time and sought my assistance to resolve this perplexing issue.
Proposed Solution
• Investigate the firm sales database to see what information was missing for the list of clients.
• Summarise the information I had found in a spreadsheet and shard with client
• Agreed plan of action with client
○ Client would send me missing information
○ I made sure each sale had the correct information needed to match fees
○ I contacted the Firm's finance team who the confirmed dates when fees had been paid and added missing fees to the next payment run.
Result
Within 6 hours of working on this project I was able to successfully reclaim over £8k of fees for my client. The investigation is still ongoing.
My client is absolutely delighted and wants to give me more work.
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