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Back office support to streamline your business.

Running your own brokerage involves a lot of moving parts, and effective back-office support can make all the difference in keeping your business running smoothly.

At Momentum, we understand that efficient administration and financial management are the backbone of a successful brokerage. Our comprehensive back-office support is designed to handle the essential tasks behind the scenes, so you can focus on what truly matters – building relationships and growing your business.

Administrative support for daily operations.

Managing the day-to-day operations of a brokerage can be time-consuming, but our dedicated admin team is here to help. We provide robust administrative support to ensure your business operates seamlessly.

Financial administration and client money handling.

Momentum’s back-office support includes comprehensive financial administration, ensuring that your brokerage’s finances are managed accurately and in compliance with regulatory requirements:

Client Money Handling

We manage all client money transactions on your behalf, ensuring that funds are handled securely and in line with FCA guidelines. This allows you to maintain full compliance without the administrative burden.

Invoicing and Credit Control

We handle invoicing, payment collection, and credit control, ensuring that payments are received on time and your cash flow remains stable.

Premium Payments and Reconciliation

Our team takes care of processing premium payments and reconciling accounts, giving you complete transparency over financial transactions and saving you time.

Detailed Financial Reporting

Access clear, concise financial reports that give you insight into your business’s financial performance and help you make informed decisions.

Benefit from our comprehensive Back Office support.

With our back-office team managing your admin and finance tasks, you’ll have more time, resources, and peace of mind to focus on your clients and your business goals. We’re here to provide the structure, compliance, and operational support that every independent brokerage needs to thrive.

Explore our partner benefits: