Practical support for UK financial advice firms that want to save time, look current and grow with confidence.
It is 7pm. You are still at your desk. Not working on strategy, not building client relationships, not growing the business. You are responding to emails, chasing a late invoice, filing documents, and updating a spreadsheet that should probably be automated.
Sound familiar? Studies consistently show that UK business owners spend an average of 16 hours per week on administrative tasks. That is two full working days every week, not on the work that earns revenue, but on the admin that surrounds it.
It is not just about time. When you and your team are consumed by admin, the business pays in ways that are harder to see but just as damaging:
Client work suffers because attention is split between delivery and administration
Opportunities are missed because no one has time to follow up properly
Senior people do junior work. Expensive time spent on cheap tasks
Burnout creeps in and team members leave because they feel like glorified data-entry clerks
Cash flow problems emerge because invoicing and credit control are not being handled promptly
Compliance risks mount when documents are not filed or managed properly
We start by mapping exactly where your admin time goes. Most clients are surprised by how much of it is recurring, repetitive, and completely delegatable. They just never had the chance to hand it over.
We then assign a dedicated CorpCats admin team to your account. They learn your business, your systems, your communication style, and your priorities. Within a few weeks, they are running the admin layer of your business as if they have been there for years.
You stay in control. We handle the execution.
Our admin support team handles the operational and administrative layer of your business. Everything that needs to happen but does not need to be done by you.You stay in control. We handle the execution.
Triage, responses, flagging urgent items
Scheduling meetings, managing appointments, travel arrangements
Creating, filing, naming, and organising business documents
Keeping your client and prospect records clean
Chasing outstanding payments professionally
Making sure no lead or client falls through the cracks
Agendas, minutes, action tracking
Gathering data and producing regular business reports
Purchase orders, payment coordination, supplier correspondence
Triage, responses, flagging urgent items
For financial services clients, FCA-related document admin
Mortgage Brokers and Financial Advisers: appointment booking, document management, client follow-up
Insurance Brokers: policy renewal admin, client communication, FCA documentation
Solicitors and Law Firms: file management, client communication, billing admin
Accountancy Practices: document collection from clients, filing, scheduling
Recruitment Agencies: candidate admin, client correspondence, reporting
Property Businesses: tenancy admin, enquiry management, landlord communications
SMEs and Growing Businesses: everything from inbox to operations support
All CorpCats staff operate under strict confidentiality agreements. For financial services clients, our team is familiar with FCA data handling requirements and GDPR obligations. We can work within your existing systems and access controls.
Absolutely. We operate with whatever level of access and autonomy you are comfortable with. Some clients want us to manage everything and escalate only what requires their direct attention. Others want us to draft responses for their approval. We work to your preference.
We work across all major platforms including Microsoft 365, Google Workspace, Outlook, Xero, Sage, Salesforce, HubSpot, and Clio. If you use something less common, we will learn it.
Most clients feel the relief in the first week. Within a month, they have typically reclaimed 10 to 15 hours per week that were previously lost to admin. Several clients have said it genuinely changed how their working week felt.
Book a 30-minute call with CorpCats. We will do a quick audit of where your admin time is going and tell you exactly how we can take it off your hands, starting within two weeks.
Share a few details and we’ll be in touch with a tailored approach.