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👏 Fantastic! A new member for your team.
Now for the boring admin tasks.
We want the best experience for your new team member!
Please provide the basic details below so we can get started. We may then follow up with an additional form for specific details later.
At the bottom of the page simply click Approve which will give us the green light to get underway 👍
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Please allow up to 3 working days for the new starter's account to be ready
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Do you have their information to hand? ✅
If not, you may want to do this later.
YOUR EMAIL ADDRESS
*
STARTER'S FIRST NAME
*
STARTER'S LAST NAME
*
STARTING DATE
*
STARTER'S JOB TITLE
STARTER'S ACCREDITATIONS
STARTER'S LINE MANAGER
EMAIL ADDRESS
We will use your standard format (firstname.surname) unless you tell us otherwise
PRIMARY EMAIL DOMAIN
*
EMAIL GROUPS
If they need to be added to any of the email groups below please let us know
EMAIL GROUPS
All Advisers - alladvisers@shackletonadvisers.co.uk
Hove Office (aka SKERRITTCONSULT) - skerrittconsult@shackletonadvisers.co.uk
Skerritts Group - skerrittsgroup@shackletonadvisers.co.uk
SHARED MAILBOXES
If they will need access to any of the following shared mailboxes please let us know
SHARED MAILBOXES
Investment Administration Team - iat@shackletonadvisers.co.uk
Operational Support - os@shackletonadvisers.co.uk
PFP - pfp@shackletonadvisers.co.uk
PP - pp@shackletonadvisers.co.uk
Wealth Builder - wealthbuilder@shackletonadvisers.co.uk
Your SIPP - yoursipp@shackletonadvisers.co.uk
STARTER'S BASE LOCATION
*
WILL THEY NEED EQUIPMENT?
*
DO THEY NEED A PHONE EXTENSION?
*
DO THEY NEED A PHONE EXTENSION?
Yes
No
WHAT TIME SHOULD WE BOOK INDUCTION CALL FOR?
Generally we would look to do this between 10:00 - 11:30 on their first day.
ANY OTHER NOTES OR REQUIREMENTS
Approve
