On hold to pension providers for over 30 minutes? Endless time wasted in queues, waiting to post letters of authority? Tediously inputting client data into an intelligent-office? Running money laundering checks?
If the above sound familiar, you’re not alone – we know how much admin can get in the way of your work as an IFA.
Here at VA Assistance, we take on those non-income-generating tasks that inhibit your ability to enter into uninterrupted, deep work… allowing you to concentrate on the things that truly matter.
No one understands the value of saving client’s time like you!
As a trained professional financial adviser, liberating your clients from the responsibility of managing their investment portfolio is what you do best.
We understand that building wealth and managing finances is achieved by having the time to draw up an effective plan, which is why we create a space where you can focus on achieving your client’s retirement goals.
How can we support you?
Managing workflow
Want to take on more clients but have no idea how you’ll fit in all that extra work? Our workflow management service will increase efficiencies, take on time consuming tasks and automate processes. The result is a slick workflow process that allows you to increase capacity, take on more clients and provide a brilliant customer experience…
Improving customer experience
…Speaking of which, our support will facilitate the absolute highest level of personalised customer experience. With our support, you can offer a truly personal touch every single step of the way. By delegating more tasks to us, you’ll have more time to spend with clients and building those important relationships. ‘
You can also count on us to arrange thank you cards, anniversary gifts, set up calls, increase touch points, add thoughtful reminders and gifts, reply to emails promptly and efficiently and bunch more. Take your customer experience to the next level to receive even more referrals and bolster your retention rate.
De-stress and become the best version of you
This might sound corny, but the truth is that the best version of you isn’t the one inputting data, on hold to a provider or licking stamps and packing envelopes. The best you is the one out there building relationships, keeping an eye on upcoming trends, studying the markets and being the best IFA for your clients and for your business.
Delegating out the administration work to us means you get the time to be the best version of you. This means less stress, increased performance and more results.
As an IFA, we know that you like to calculate risks.
That’s why we offer a FULL 30-day money back guarantee.
If we don’t have a positive impact on your business within 30 days, you won’t pay a single penny.
Now that’s a low-risk, high-return investment, right?
How can we get started?
Our process is simple. We create a workspace to house your clients’ needs, and a system of steps and checks. For example:
- Run money laundering checks on your clients
- Input your client’s details in your chosen CRM (Intelligent Office)
- Send out letters of authority (via email and postal means)
- Chase providers for unreceived paperwork (via telephone and email)
- Book in your yearly reviews
We act as your outsourced admin team, ready to support you on a retainer for as little as £250/month. Book in a discovery call and find out how we can support your business today.
