Client Data Entry
Summarise client details, create files, and accurately enter data into financial planning software.
Administrative Support
Take daily admin tasks off your plate so you can focus strategy and client relationships.
Forms Preparation and Implementation
Prepare and process essential forms such as beneficiary nominations, rollovers and insurance documentation.
Product Research
Conduct client data collection and data entry into software to support your advice process.
CRM and File Management
Keep client data, contact records and interactions accurate and up to date in your CRM.
Insurance Request Handling
Prepare and implement insurance alterations and related client requests with accuracy and care.
Application & Documentation Follow-Up
Submit applications and follow up on insurance, underwriting, medicals and other supporting documents.
Compliance Monitoring
Ensure adherence to government regulations, industry standards and internal policies using structured checklists.
Built for Financial Services
VBP specialises in supporting financial advisers, mortgage brokers, and accountants. Our team understands your industry’s compliance, confidentiality, and precision needs, so you get support that just gets it.
People-First, Performance-Driven
We invest in our people so they can invest in your business. With a strong focus on culture, development and wellbeing, our high-performing teams are more engaged, loyal and committed to your success.
Your Data Security Partner
VBP ensures the highest level of security and compliance to help protect your business while outsourcing.
Powered by Industry Business Leaders & Subject Matter Experts
You get the best of both worlds: Australian-based Industry experience and strategic support, combined with a highly skilled team in the Philippines.
Offshoring: Unlock Cost Savings and Efficiency
Offshoring: Unlock Cost Savings and Efficiency
May 24, 2024
