Building Better Adviser Support: Introducing the Organised You Admin Toolkit

Behind every successful financial adviser firm is an efficient, knowledgeable and well supported administration team. From managing reviews to chasing providers and keeping client records up to date, good admin support is what keeps everything running smoothly behind the scenes.

At Organised You, we know just how crucial adviser support is because we live and breathe it every day. With a team of 10 experienced administrators supporting more than 40 active adviser firms, we’ve spent years refining templates, processes and systems that make advisers’ lives easier and their businesses more efficient.

Now, we’re excited to be working on something new: the Organised You Admin Toolkit  a central resource designed to share our knowledge and experience with the wider adviser community.

What the Toolkit Will Include

We’re still in the early stages, but our goal is to create a practical, ever-evolving resource packed with useful tools for admin teams and advisers alike. The Toolkit is likely to include:

• Provider LOA/TOA contact details – with key nuances for each provider to save time and reduce delays
• Template documents – including TOA information requests, policy info summaries, new client and case closing emails, and admin team profiles
• Admin file checklists – tailored to different case types to help ensure consistency and quality
• Basic business process flowcharts – outlining key steps for common admin tasks
• Agency novation contact details and templates
• Admin training resources – to support new or developing team members

Why We’re Creating It

Over the years, we’ve worked with firms of all shapes and sizes, from solo advisers to growing multi-adviser practices, and we’ve seen first-hand how good systems and strong admin processes make a real difference.

This Toolkit will give even more firms access to our experience not just those using our outsourced admin service. It’s designed to help:

• Growing firms who aren’t yet ready for external admin support but want to build strong foundations
• Advisers new to managing their own admin and looking for guidance and structure
• Firms with in-house teams who want to save time by using tried-and-tested templates and processes

Ultimately, it’s about sharing what works and helping more adviser firms benefit from the efficiencies we’ve developed over time.

We’d Love Your Input

We’re building this Toolkit to be genuinely useful to the adviser community, so we’d love your thoughts.

👉 What resources would you find most valuable?
👉 What admin challenges do you wish you had a shortcut for?

If you’re an adviser, client, or industry professional with ideas or suggestions, please reach out either on LinkedIn or by email. Your input will help us shape a resource that supports as many firms as possible.