Virtual Assistant for Financial Firms
Never risk missing business from missed calls in your financial firm
Delivering virtual assistant services for financial advisors in the UK
Industry expertise
Flexible services
Personal service
Using FFB not only saves me money, it makes me money by never missing a call from a potential new client.
Malcolm Latchman – The Brighton Mortgage Company
Featured case study
Malcolm first approached Face For Business as he wanted to ensure that every call into his business was answered, whether it was a new enquiry or an existing client wanting to speak with him. As a sole trader who operates from home, he needed to be able to go out and hold meetings with his clients and not be interrupted by phone calls.
Get a virtual assistant for your Financial firm?
Get in touch and let’s work together to find the right virtual receptionist service for your financial business
Designed for IFAs
As an independent financial advisor, you will know the value of all new enquiries into your business. You will also understand fully the importance of retaining your existing client base. You will often be communicating with clients at stressful and difficult times in their life so a friendly and professional response to every call is paramount to providing your clients with an exceptional service.
How it works
As an independent financial advisor, you’ll know the value of new enquiries to your business. You’ll also understand the importance of retaining your existing client base.
When you’re dealing with customers about complex, sensitive and personal financial matters, you need to reassure them they’re dealing with a person who understands their circumstances.
Tailored services for financial firms
If you work with us you can confidently get on with your day, meeting and speaking with clients and getting on with work that adds value to your business. And you can do it all knowing your calls will be answered by a professional and confident virtual assistant who understands the levels of service your customers expect.
Plus, because we record all calls and provide you with the full recording, you’ll know that your calls are being dealt with as you’d expect.
Your trusted partner
All platforms covered
We care
Highly recommended
We (Kaleida Ltd) received a 5* Google Review as a direct result of the way a telephone call was answered on our behalf – it set us apart from our competitors according to the caller – it doesn’t get much better than that! Thanks to everyone at Face For Business for providing such a great service.
Cath Kenyon
FFB has been a very helpful addition to our business. All calls are answered in a professional manner and any information from the call is forwarded to us straight away. The call handling service they provide has allowed us the freedom to visit our clients, removing the worry of missed business opportunities.
Jeff Tiley
We have been using Face For Business for over 12 months now and have found them to be professional and friendly. We now consider them to be an essential part of our business. Face For Business answer calls for us when we are unavailable to do so and are an excellent representation of our business.
Tony Eidsforth
Frequently asked questions
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Do you offer specific call answering services for IFAs?
Yes we do.
Alongside our general call answering services we do have a team dedicated to providing call answering and virtual receptionist services for IFAs and mortgage brokers.
Because we work with many IFAs we know the value lost from a single missed call, and the level of service your customers expect.
That’s why we’ve developed a range of services specifically for businesses like yours.
Whether you need help managing part of your call answering, or need us to take over answering all your incoming calls – or even if you need a complete virtual switchboard service to make sure calls are swiftly reaching the right people at the right time, we’ve got you covered.
Plus, because your day can easily be taken up managing your calendar and booking meetings, we can take over this admin side of your business too. so you can focus more on helping clients and other fee earning jobs.
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How much will it cost us to set up a call answering service?
If you’re talking about set up fees, it won’t cost you anything – if you choose us.
That’s because we don’t charge any set up fees for syncing your business number or calendar with our systems.
All you pay is the price of your call answering package per month, and you’ll know exactly how much you’ll be paying for that before it leaves your account.
We are not the cheapest in the marketplace as we always want to maintain certain standards and achieve our stringent SLA’s – That said we challenge anyone to find a quality service with such transparency for less. (NOT SURE ON THIS MAYBE GETTING TOO EVANGELICAL)
You can get more price specific information by calling us on 0333 232 1007.
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We’re not convinced call answering will be worth it in our business, what can we do?
We know it’s hard to judge whether new services will work in your business until you’ve tried them.
So we give you the chance to try our services for free with a 7 day trial, so you can get an up close, first hand look at the benefits a call answering service or virtual receptionist could have for your business.
There’s no obligation by signing up, so if after the 7th day you decide it’s not for you, you can just cancel and move on. It really is as easy as that, although we’re confident you’ll carry on.
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Our firm has busy and slow periods throughout the year. Can I just pay for what I need?
Yes.
That’s one of the main benefits of hiring an outsourced receptionist provider or using our call answering service, is that you can scale your services up and down through the year to match your demand.
Your bills optimised – free every month. You always get the best package for your usage.
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What if clients call us out of hours?
We offer a reliable out of hours call answering service so your business can continue dealing with customer calls, even when you’ve gone home for the day.
Our out of hours service runs from 8am through to 8pm Mon-Fri and until 5:30pm on a Saturday.
If someone calls outside these hours we’ll create a personalised message for you to capture their details and message, which will be immediately forwarded to you.
Or, we can set things up so urgent or emergency calls are automatically sent to your business phone out of hours so you or your team can deal with them.
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What happens to messages once you’ve passed them to us?
We know that messages are easily lost when you’re dealing with 100 things at once, which is why all messages are automatically saved so you can access them again at any time.
Plus, we’ll provide access to the full call recording so you can listen back and make sure our team is dealing with your business’ calls exactly as you’d expect them to.
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How do we receive our messages?
All your messages can be automatically sent to you via email so you can get the information you need from a call easily.
We’ll also include the full call recording in your client portal so you can listen back whenever you want.