LoveSmallBiz Ltd

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Outsourced operations for IFA firms

The operations off
your desk

Client administration, new business processing, bookkeeping and Intelligent Office — run properly by people who understand regulated advice firms, so you can spend your time advising rather than administering.

1–10 advisersno minimum firm size — sole traders welcome
From £500fixed-fee project, or £500+ a month on retainer
iO specialistsdeep Intelligent Office capability, not a generic VA
FCA-awareadvisory output always stays with you
Who this is for

When admin starts
eating the week

Most small firms reach a point where the principal is doing three jobs. These are the moments firms typically call us.

You are the operations manager

Because there isn't one. Provider chasing, valuations and file preparation land on the person who should be seeing clients.

Hiring feels too big a step

An administrator is a salary, a desk, holiday cover and management time. The work does not yet justify it, but it is not going away.

Fees are not reconciled

Expected against received, checked line by line against platform statements. Most firms discover shortfalls the first time anyone looks properly.

Reviews are slipping

Annual reviews tracked by memory or a spreadsheet. Where an ongoing fee is charged, being able to evidence what was delivered matters.

Your bookkeeper doesn't know advice

Commission, initial and ongoing adviser charges, and provider statements are not ordinary small-business bookkeeping.

Someone left

An administrator moves on and takes the undocumented process with them. Continuity is the immediate problem.

What we handle

Three pillars of
back-office support

Take any pillar on its own, or combine them into a complete outsourced back office.

📊

Client administration

The day-to-day that keeps client records accurate, current and ready for inspection.

  • New business processing & submission
  • Client onboarding — AML/KYC, fact-find, ID
  • Provider and platform liaison
  • Valuations and review-pack preparation
  • Annual review scheduling & documentation
  • Document management and audit trail
⚙️

Intelligent Office

Making iO earn its licence fee — audited, configured and kept accurate.

  • Health check — orphan records, fee gaps
  • Workflow build for new business and reviews
  • Ongoing data hygiene & user management
  • Fee posting and reconciliation
  • MI and dashboard reporting

Intelligent Office in depth →

📚

Bookkeeping

Bookkeeping that understands how an advice business actually earns.

  • Monthly books — Xero, QuickBooks or Sage
  • Bank reconciliation
  • Commission & adviser-charge reconciliation
  • Fees tracked by client and adviser
  • Management accounts, monthly or quarterly
  • Year-end prep and clean accountant handoff
Packages & pricing

Priced in writing,
before work begins

IFA Back-Office Packages

Three packages to match where your firm is. All scoped and priced in writing before work begins — prices exclude VAT.

Foundations
From £500fixed fee · per project
For a specific bottleneck
Administration
  • iO health check & data audit
  • Setup, configuration or migration
  • Integration setup — e-sign, FE Fundinfo
Intelligent Office
  • iO health check — orphan records, fee gaps
  • Workflow build (new business, reviews)
Principal
£1,500–£3,500+per month · fully managed
For compliance-focused practices
Everything in Established, plus
  • Valuation & review-pack preparation
  • Annual review scheduling & documentation
  • Full document management & audit trail
  • Full iO managed service
  • FUM, revenue, pipeline & review compliance
  • FE Fundinfo Analytics integration
Bookkeeping
  • Monthly or quarterly management accounts
  • Year-end prep & accountant handoff

No minimum firm size — built for sole traders through to 10-adviser practices. LoveSmallBiz Ltd does not provide regulated financial advice; advisory output remains with the regulated adviser.

Not sure which package is right for you?

A free 30-minute discovery call — we'll map your current process and tell you which package fits. No obligation, no sales pressure.

Book a free discovery call →
How onboarding works

Scoped first,
then started

Discovery call

Thirty minutes on your firm, its pain points and the current state of your systems. A diagnostic and process map follows.

Proposal

Scoped package, deliverables and fixed pricing, confirmed in writing within three working days.

Mobilisation

Engagement letter signed, access provisioned with MFA, secure file exchange set up, kickoff call. Days three to seven.

Milestones

Check-ins at 30, 60 and 90 days — embedding, first MI pack, first review cycle completed.

"LoveSmallBiz has provided Genesis with professional services, managing our client administration, financial operations, bookkeeping, IT maintenance and infrastructure, as well as fund research. Alex's level of competence, reliability, and attention to detail has significantly strengthened my operational efficiency and allowed me to focus on my core business objective of client servicing."

AH
Adam H.Director, Genesis Financial Planning Ltd
FAQ

Common questions

No. We provide administrative, bookkeeping and IT support only. We do not give financial advice, do not provide paraplanning or compliance consultancy, and do not hold client money, so FCA authorisation is not required for what we do. Advisory output always remains with the regulated adviser.

We specialise in iO because it is what most of the UK adviser market runs on, but the administration and bookkeeping work is not platform-specific. Tell us what you use and we will say honestly whether we can help.

No. We are built for firms from sole trader up to about ten advisers — the sizes most outsourcers treat as too small to bother with.

We work inside your own systems under named accounts you control, with multi-factor authentication and encrypted file exchange. Data stays under your control. We sign an NDA and data processing agreement before starting.

Yes. Data tidies, historic reconciliations, bulk report production and system migrations all work as fixed-fee projects. The Foundations package exists for exactly this.

Not currently. A paraplanning service is in development and we will announce it when it launches. We would rather say so plainly than take on work we are not yet set up to do properly.

Get the operations
off your desk

A free 30-minute call — tell us about your firm and we'll recommend the package that fits, or tell you honestly if you don't need us yet.

Book a free 30-minute call →

Or email info@lovesmallbiz.co.uk