Licensee Services

Are you looking to provide admin or paraplanning service as part of your licensee offering?

We can deliver a ‘White Labeled’ solution that you can control and manage for your network.

Do you provide admin support for your advisers but are finding the process expensive and difficult to manage?

We can provide dedicated staff able to work with your existing paraplanning and admin teams.

Are you considering an offshore operation to complement your current service offering?

We can provide advice on setting up your own offshore operation.

Do you need help managing the compliance, training and admin of your financial planning firms?

Licensee Support Services – such as commission/brokerage reconciliation, bookkeeping, CPD training tracking, compliance, admin and tailored back office solution.

Frequently Asked Questions

Want to learn more about working with us?

Chy de los Reyes

Operations Manager

BIO

Chy is one of our greatest success stories in VBP. She started as a Financial Planning Assistant in April 2015, won the First Employee of the Year Award in 2016, then became a Client Services Manager in 2017.

Currently, she is one of the cluster heads working with Client Services Managers and Dedicated Team Leads in overseeing about 250 admin staff and ensuring right support and direction are provided to achieve great outcomes for clients.