Do you need Adviser Support and Admin Services?
We have a growing number of Adviser Support Contractors who are working one-on-one with advisers and helping them work through the daily grind of Financial Disclosure Statements, Application Forms, Underwriting and other Admin tasks.
Our highly experienced Adviser support staff have skills to help in area's such as ;
Existing Product Research
Calling through to product providers and gathering existing fund / policy information.
Data Entry
Updating Xplan and related software with client data.
Annual Fee Disclosure Statement and Review Letters
Preparation of Fee Disclosure statements, review letters and similar tasks.
Application Processing
Submitting and following up applications with product providers
Diary Management
Scheduling appointments with clients and managing adviser’s diaries.
Plus much much more
If the service you require is not listed above, please let us know, our team are highly experienced and ready to work.
Our highly experienced Adviser support staff have skills to help in area's such as ;
Existing Product Research
Calling through to product providers and gathering existing fund / policy information.
Data Entry
Updating Xplan and related software with client data.
Annual Fee Disclosure Statement and Review Letters
Preparation of Fee Disclosure statements, review letters and similar tasks.
Application Processing
Submitting and following up applications with product providers
Diary Management
Scheduling appointments with clients and managing adviser’s diaries.
Plus much much more
If the service you require is not listed above, please let us know, our team are highly experienced and ready to work.
Admin Services
$36.00 per hour (plus GST)
Sending work through to us is easy, you will have the ability to submit your Administration requests through your online Workspace or emailing them directly to us. We then track the actual time taken and you are billed at the end of each week.