Financial Planning
Why are Outsourced Financial Planning Services Becoming More Prevalent?
Roles for outsourced financial planning services unlocks incredible efficiency and quality in the delivery of services. From paraplanning to client service administration, these roles handle crucial elements of the financial planning process, ensuring that advisors can maintain their focus on strategy and client relationships.
Key Financial Planning Roles We Offer
Paraplanner
Deliver exceptional client service, process claims precisely, manage records, execute duties, and meet accuracy KPIs.
Client Support Officer
Efficiently acquire renewal terms, provide quotes, ensure accuracy, process invoices, archive documents, and communicate effectively.
Customer Support
Provide client support, manage inquiries, assist with financial planning, ensure accuracy, and maintain service standards.
Outsourced Financial Planning Services Roles
• Client retention activities
• Customer support
• Database management
• Financial analysis & modelling
• General administration
• Meeting compliance requirements
• Analysis of financial reports
• Producing SOA and ROA documentation
Looking for other financial planning roles?
Reach out to us if you have not found the role you needed. Let’s talk!
