Financial Planning

It takes a lot to become a Financial Planner. The education, the ongoing upkeep of your education and the points you need to maintain every year to keep your accreditation. Now, after doing all this if you have to do admin work then its a big waste of your time and talent. Instead it might be worthwhile to hire a Virtual Staff member who can look after all the admin work such as preparing SoA’s, implementing policies, updating clients with the progress of their insurance policies, liaising with insurers and organising medical reports. Besides this your Virtual Staff member can look after a whole heap of admin work such as bookkeeping, handling calls, emails and web chats, managing social media pages, designing and sending newsletters etc. The list goes on. Anything that you do that is non-revenue generating can be done by a Virtual Staff member

Speak to us about Virtual Staffing for your business

Our Blogs

How BPO Companies Make a Huge Difference in Growing Your Business?

How BPO Companies Make a Huge Difference in Growing Your Business?

Nov 18 2020
Each and every business has specific back office tasks, ranging from managing accounts and payroll processing to data entry, etc. These tasks are considered secondary yet are crucial to the business. So, companies are spending some significant amount of time to get these jobs done. The only way to complete these tasks whilst saving your […]
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Is Offshore Staffing Really Beneficial To Businesses?

Is Offshore Staffing Really Beneficial To Businesses?

Nov 18 2020
Thinking about hiring an offshore team for your business? If you have been puzzling with this idea as a way to save your organisation, there is much to gain from using virtual staffing services. In this blog, we have highlighted the top five reasons to hire a virtual assistant.
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How To Effectively Manage Your Offshore Team?

How To Effectively Manage Your Offshore Team?

Oct 28 2020
As a business owner, the decision to outsource talent is one of the smartest moves that you can make for your organisation. Offshore team can help you with completing specific tasks and projects in a timely fashion whilst
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