Blue Flamingo PA – Virtual Assistant for Financial Advisers & Wealth Managers

Are you an investment consultant, independent financial advisor, or company executive who needs to stay focused on the bigger picture and let someone take care of the smaller stuff? If so, then I can help.

I have over twenty years of experience working for the biggest names in Financial Services.  I can help you free up your time, focus on clients and deliver high-end results.

Call me now on 0750 765 0936 to discuss your requirements

Blue Flamingo Virtual Assistant Services

inbox management

Inbox/Diary Management

Organisation of your inbox, full diary management of meetings, engagements, and commitments.

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travel booking & management

Travel Booking & Logistics

Booking of travel, organising complex logistics, accommodation, flights, and detailed itineraries.

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client reporting

Client Reporting

Investment reports, proofreading, editing, board pack submissions, and briefing documents.

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crm_ assistance

CRM Assistance

Maintenance of clients’ files, data entry, data cleansing and running of CRM reports.

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event planning

Event Planning

Full event management of conferences, parties, and corporate entertainment including venue research.

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projects

Projects

Manage & track both small and large projects.

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Stretching yourself too thin?

Private equity & private wealth managers are constantly under pressure to perform and manage complex work. That’s in addition to the stress that comes with dealing with responding to clients, keeping CRM systems up to date and ensuring the company runs smoothly. This equates to a lot of long hours and late nights and sometimes it’s just not possible to do it all yourself.

Whilst it may seem like you are managing everything to succeed in your job, you are probably stretching yourself thin.  This stops you from getting on with the work that adds value such as providing your clients with stellar performance and excellent client service.  Eventually, this work overload will take its toll on you, your output, and your company’s bottom line. 

As a financial expert, you need somebody to look after your workload so that you have time to focus on the bigger picture of your business.  Now, it’s time to make a decision – keep trying to control all of the work and let your business suffer, or spend more time where it matters and let me, as your virtual assistant, take control of those tasks instead?

A specialist virtual assistant for financial advisors

There are hundreds of virtual assistants available however, the majority are not specialised in financial services. This makes it difficult for you to recruit the ideal assistant for your finance business without investing additional time and money in training that person.  That, however, is not a problem when working with Blue Flamingo as you will be working with me.

I have worked in the financial sector for over 20 years in a variety of roles, including performance analytics, relationship management, and as a senior executive assistant for many financial professionals.  Private equity companies, wealth managers, and financial advisors select me for my specialist experience, safe in the knowledge that their business and administrative needs are taken care of to the highest standards.  I enjoy what I do and it shows in my attitude, my work, and my ability to be calm when things appear to be out of control.

va-for-finance

About Me

I am Jen Sheridan, your virtual assistant. I provide high value business support to consultants, private wealth managers, asset managers and company executives.

As your Virtual Assistant, I can help you with a variety of admin tasks to take away the pressure, balance your workload and help your business grow.

Call me now on 0750 765 0936 to discuss your requirements

Creating Calm In Chaos

“Jen organised so much of my life from meetings, email management and travel plans. She dealt with everything calmly, professionally and was incredibly thoughtful about what worked best for me.”

 

Independent Trustee

More Testimonials

 

Why do people like working with me?

Clients hire me as their virtual assistant because I understand that as a business owner, you want to focus on what you do best. Let me take care of the things that you do not have time or the inclination to do.

  • I am positive
  • I am focused
  • I am motivated
  • I listen
  • I ascertain your needs
  • I find solutions
  • I specialise in the financial sector

The listed services are not exhaustive so if there is something that you need but do not see, let me know.

Please phone or send me a message with any further enquiries.

Ready to take the next step?
Contact me directly…

Call me now on 0750 765 0936 to discuss your requirements