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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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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Decision-makers and verified team members
23 contacts with verified email or phone · masked until revealed.
- KP
Kariz Payumo
Client Services Manager · Customer/Client Service
EmailPhone - KC
Kristine Carisse Aquino-Lumanlan
Operations Manager · Operations
EmailPhone - MS
Martin Stone
Senior Business Development Manager · Sales & Business Development
EmailPhone - SS
Stephanie S. Mendoza
Client Services Manager · Customer/Client Service
EmailPhone - AR
Aaron Rico Rivera
Financial Planning Administrator · Finance & Accounting
EmailPhone - AC
Angelo Cometa
Digital Marketing Coordinator · Advertising & Marketing
EmailPhone - AG
Annie Gail Suba
Senior Digital Marketing Coordinator · Advertising & Marketing
EmailPhone - CN
Cherlen Nicole Gopez
Buyers Agent Assistant · Purchasing
EmailPhone - KC
Karen Capili
Senior Financial Planning Administrator · Finance & Accounting
EmailPhone
Showing 9 of 23 verified contacts
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
Sign up to unlock all 23 contacts at Levera Solutions
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 23 verified contacts at Levera Solutions
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