Outsourced Admin Services
Flexible admin support that integrates with your existing workflows.
Streamlining Your Workflow, One Task at a Time
In the financial services industry, administrative tasks are the backbone of a firm—but they shouldn’t be a burden for your high-value staff. Sargun Outsourcing Solutions provides dedicated administrative professionals who handle the essential “heavy lifting,” ensuring your office runs like a well-oiled machine.
From Mortgage Brokers to Financial Planners, we provide the specialized support needed to keep your files moving and your clients happy.
Specialist Support for UK & Australian Firms
We don’t just provide general virtual assistants; we provide industry-trained administrators who understand the specific documentation and compliance requirements of the UK and Australian markets.
Mortgage & Lending Support
- Lender Follow-ups: Proactively chasing banks and lenders to move applications from submission to settlement.
- Document Gathering: Communicating with clients to collect IDs, payslips, and bank statements.
- CRM Data Entry: Maintaining accurate records in platforms like Mercury, Podium, or Pipedrive.
Wealth Management & Financial Admin
- Application Processing: Submitting and tracking new business applications with insurance and investment providers.
- Client Onboarding: Setting up new client profiles and ensuring all “Know Your Client” (KYC) documents are in place.
- Meeting Preparation: Organizing client files and performance reports ahead of annual reviews.
General Practice Administration
- Email & Diary Management: Filtering your inbox and scheduling appointments so you can focus on your meetings.
- Database Cleansing: Ensuring your client data is accurate, compliant, and up-to-date.
- Document Formatting: Professionalizing your presentations, letters, and internal reports.
Software & Systems We Expertise In
- Our team is proficient in the tools you use every day:
- CRM Systems: Salesforce, HubSpot, Zoho, and industry-specific tools like Xplan or Mercury.
- Cloud Suites: Microsoft 365 (SharePoint/Teams) and Google Workspace.
- DocuSign & Adobe Sign: Managing digital signatures for faster document turnaround.
The Sargun Advantage: Why Delegate to Us?
- Zero Training Burden: Staff trained in financial terminology and processes.
- Reduced Lock-up Time: Faster admin cycles for quicker approvals and payments.
- Cost-Effective Scalability: Full-time support at a fraction of local hiring costs.
- Improved Client Experience: Faster responses and smoother service delivery.
- Dedicated Resources: Consistent team members aligned with your workflows.
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