Outsourced Paraplanner
• Comprehensive financial modelling based on client data and advisor strategies
• Liaising with providers for in-depth financial positioning details
• Detailed analysis of replacement products, including insurance and superannuation platforms
• Efficient client data administration, including reconciliations and third-party information requests
• Diverse administrative responsibilities
Outsourced Client Services Administrator
• Assists in pre-meeting preparations
• Manages diaries, books conference rooms, and coordinates client meetings
• Uploads client documentation, including updates to MyGov
• Ensures accurate client data entry and management
Outsourcing financial planning tasks
There are a variety of financial planning tasks you can outsource, including:
• 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?
Expertise and Experience: With 70+ years of combined leadership experience in multinational industries, Intogreat offers unrivaled expertise in offshoring and outsourcing, ensuring a seamless transition and operational efficiency.
Rigorous Recruitment:
Our meticulous hiring process delivers top-tier talent tailored to your needs, with a 98.5% success rate post-probation, thanks to behavioural, experiential, and aptitude evaluations.
People & Culture Focus: We prioritise cultural alignment, offering generous employee benefits like health insurance, sick leave, and annual leave, ensuring a motivated workforce.
Advanced Infrastructure: Intogreat's state-of-the-art tools and ISO 9001:2015 certification guarantee data security and peace of mind.
Effective Communication:
Intogreat's team leaders bridge the gap between clients and offshore staff, ensuring smooth and efficient processes.
Scalability and Flexibility: Serving diverse clients in insurance, accounting, mortgage, NDIS, charities, construction, and more, Intogreat's extensive workforce adapts easily to your business needs, allowing effortless scaling.
Streamlined Operations: Intogreat's four-phase approach simplifies offshoring, encompassing seamless transition, process transformation, IT outsourcing, and expert offshore leadership.
Process Adherence: Our offshore staff rigorously follow your procedures, critical for operational success.
Client Control and Autonomy: Clients maintain control over operations, fostering alignment with business goals and efficiency.
Comprehensive Security: We prioritise quality and security, screening employees for preexisting medical conditions and criminal backgrounds, backed by ISO 27001:2013 certification.
