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VerifiedOutsourcing and Offshoring Consulting· Founded 2020

Levera Solutions

Outsourcing Designed for Advisers, By Advisers. We partner with Financial Advisers and Mortgage Brokers to help them take back their time and focus on what's important - talking to clients and providing quality advice. We work closely with advice businesses to help them build their own offshore team that can manage their back-office administration requirements whilst saving them time and money. Having extensive experience in the financial planning industry, we understand the challenges you face running an advice business. If you’re spending too much time working on your business rather than on the growth activities that make it profitable, allow us to help you free up at least 20 hours a week and take repetitive administration work off your hands. Having an offshore team will increase both your productivity and your profits. You can delegate the repetitive tasks that you don't need to be doing yourself so you can focus on profit-generating tasks. As an Adviser or Mortgage Broker, you want to spend your time where it really counts – talking with clients, helping more people and growing your business. You want to reduce the cost to serve your clients and save time by creating better systems and processes and becoming more efficient. You’d love a team of trained support staff you can trust to take away the admin headaches without compromising on your quality of service. You want them to be able to do a better job than

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Employees47(11 to 50)Founded year2020Websitelevera.com.auLinkedIn profileLinkedIn

Verified contacts

23

available on Kipplo

LinkedIn employees

47

11 to 50 range

Open roles

no listings

Distinct roles

14

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Levera Solutions

14 distinct titles indexed · top 10 shown.

  • 4financial planning administrator
  • 2client services administrator
  • 2client services manager
  • 1buyers agent assistant
  • 1digital marketing coordinator
  • 1fpa csa financial planning administrator
  • 1it and data officer
  • 1operations manager
  • 1paraplanner
  • 1people and culture operations officer
  • +4more titles

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