Financial Planning Admin Resources For Australian Businesses
Looking to grow your financial planning business but can’t get the staff? BASE Global has 25 years of industry experience, in sourcing the best financial services offshore staff.
Our financial planning administration staff support the development and management of personalised financial plans for your clients. They can assist with financial assessments and goal setting, data entry and planner support. All of this means you can get out of the admin and focus on delivering great client outcomes and growing your business.
Australian support
and management
Steve
Director
Applications
per month
+1,000
“I ensure that we find the best talent and the best fit for each specific role”
Teresa Velasquez
Talent acquisition
Maria
Bookkeeper
1,800 hrs
additional capacity to your business through a dedicated offshore staff member
Juan
Chartered Accountant
Here’s What Our Financial Planning Assistants Can Do For You
Our financial planning assistants will collaborate with you to help manage administrative tasks and customise client plans.
- Preparing SOA’s and ROA’s: Assisting in the preparation of Statements of Advice (SoAs) and Records of Advice (RoAs) for clients.
- Administrative Support: Client appointment management, answering calls and emails.
- Data Entry: Entering data into CRM’s and financial planning systems such as Xplan.
- Planner Support: Assisting financial planners with ad hoc tasks, including report generation or research.
Our Streamlined Process for Success
1. Consultation
We take the time to sit with you to understand your business goals, current situation, and long-term aspirations.
2. Planning
From our extensive network we then source the right financial planning assistant to support your business.
3. Selection
Our team provides candidates from our global talent pool. You receive a shortlist of highly qualified financial planning assistants to help you select the one best suited to your business.
4. Onboarding
We will work with you to ensure your new staff member is introduced to your team and onboarded smoothly for a seamless transition into your business.
Why Choose us to Provide Outsourced Financial Planning Resources in Australia?
Access to Trusted Professionals
Our selection process and experience mean we can source highly trained professionals in the Philippines who are trusted for their skills.
Time-Saving
Get back the time you need to grow your business. Our outsourced financial planning assistants can provide the support you need.
Customised Support for Australian Financial Planning Businesses
With offices and partners in both Australia and the Philippines, we understand the Aussie market and how to provide ultimate support to the local market for business growth.
Boost Your Capacity
Boost your capacity without compromising on the quality. By engaging our offshore resources, your local team will have increased capacity to service your clients.
At BASE Global, we don't just offer you financial planning staff we want to build lasting partnerships because if you succeed we succeed. Contact us today for a free consultation and discover how our financial planning assistants can support your business.
Consult a BASE expert for complimentary, one-on-one help, obligation free.
