Administration

Administration

DEDICATED RESOURCE

Flexible

Available for either 4 or 8 hours per day to handle all advice administration tasks such as pre-SOA/ROA quoting, research and comparisons through to implementation, ongoing fee for service requirements and basic document audits.

Part Time

A commitment to supporting your practice for 4 hours per day. Available in morning, afternoon or a rotating roster.

$1,899 per month exc. gst.

Full Time

Full time support operating as an extension of your business operating on an agreed and flexible roster to suit your needs. Fee range is based on experience.

$2,999 – $3,499 per month exc. gst. 

Time Block

On Demand

On demand administration assistance when you need it. Purchase a minimum of 40 hours per month on a use it or lose it basis. Great for bulk client file audits, FDS mail outs and basic document compliance audits.

$25 per hour, exc. gst.

Financial Planning Administration Tasks

Pre-SOA/ROA:

  • Data entry
  • Liaison with all client providers.
  • Research and comparison of all related policies, platforms and products
  • Insurance quotes

Post SOA/ROA Implementation:

  • Completing online and/or paper form and application(s)
  • Monitoring forms and application(s)
  • Processing of rollover request/direct debit request

Client Management (Part/Full-time):

  • Maintaining client information within your database
  • Checking and scheduling renewal dates
  • Alerts of policy anniversaries
  • Preparing documents for client reviews
  • Booking appointments