If you are an IFA, Financial Planner, Mortgage Adviser or Insurance Broker, then your administration workload can be reduced by combining our full VA Service with our specialist IFA Admin Support service to save you time, maximise your efficiency and give you the flexibility to spend more time with your clients and your fee earning work:
– Assisting in the processing of on-line applications and speeding up the Underwriting process
– Chasing GP’s for reports
– Chasing fee’s and commission
– Database & CRM system updates
– Logging of expenses and mileage
– Maintaining Continuous Professional Development logs
– Maintaining a New Business Register
– Obtaining signed Letters of Authorities
– Obtaining illustrations
– Obtaining online fund reports
– Sending progress reports to the Adviser or their clients
This list is by no means exhaustive as Cloud 9 Admin prides on being multi-skilled professional Assistants whose skills can be adapted to most tasks. We also have a network of trusted and reliable Associates who can help you with specialist areas such as Accountancy, Social Media and Marketing.
Contact Cloud 9 Admin to find out how we can ‘support your success’.