2plan launches Virtual Administrator
2plan Wealth Management, one of the
“For those advisers with very high levels of production and especially those that do a number of smaller cases, as opposed to a few larger ones, there can at times be quite a lot of work involved in “packaging” everything together ready for e-submission. Our new ‘Virtual Administrator Service (VAS)’ provides the full administrative support to package business cases completely electronically and no paper is required.
“The service is also extremely useful when an adviser first joins us and they need support to manage the ‘transfer of servicing’ (TOS) process – which involves writing to all their former clients if their former company fails to provide a novation service.”
2plan’s new Virtual Administrator Service is available on a ‘pay as you go’ basis for only £20/hour, saving advisers all the time and complexity involved with having to find and employ qualified staff on a short-term basis.
