Do you find that your time is taken up processing statements and figures? Let us take away your pain. We will upload all cash receipts and reconcile against provider statements, having a full knowledge of income types, plans etc. You will also receive a suite of reports each month. We also can provide Income Reconciliation Training.
I can provide a fully outsourced administration service.
This can include processing new business via provider websites, writing of reports, dealing with providers and clients, fund switches. Creating of review packs and valuations.
I can also design bespoke Document Designer templates and put these into your back-office system.
Ad-Hoc / Holiday Cover
We can provide you with a totally ad-hoc service, should this be data cleansing to creation of report packs or holiday cover. Let us know your requirements and we can plan out a service for you.
Due to the current Coronavirus panademic, we can also provide short -term assistance until your staff are able to return to work.