Financial Planning is a high paced industry filled with long hours, complex processes and constant change to products and regulation. As a result, many Financial Planners face one or more of the following challenges:
Due to the increased cost of compliance and regulation from FASEA and ASIC, it is difficult to take on additional staff unless they are at the right price (and you don’t want to wait 6 months before you can get a return on their services)
- You’re fortunate enough to be busy due to your existing client base, but your daily workflow is filled with time consuming tasks such as:
File compliance reviews
Preparation and implementation of client applications and liaising with product providers
Client review processes maintenance (and ensuring reviews are completed on time)
You’ve thought about utilising overseas staff and want to understand how your data can remain secure
TalentBridge Coworker provides paraplanners and financial planning administration assistants located in the Philippines. A flexible staffing solution empowers Managing Directors to focus on growing their client base whilst the day to day administration and paraplanning functions are delivered with quality and at a price point which makes sense.
All of our paraplanners and financial planning administration assistants have previously worked for an Australian financial planning firm ensuring your assistant hits the ground running from day one.
We provide flexible options supporting both part-time and full-time contractors allowing you to determine how much assistance is required.
We advise how to best structure your financial planning processes to support a combined local and overseas delivery model.
Our paraplanners and financial planning administration assistants integrate into your daily workflow to complete a range of tasks spanning:
Develop accurate and succinct Statements of Advice
Research products, strategies and technical issues to ensure knowledge is kept current
Review PDS documentation
Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies
Management of client portfolios
Work with advisers to develop quality advice for clients
Experienced financial planning professionals are the key to realising a successful offshore engagement. Benefits include faster onboarding, greater productivity and a wider variety of tasks which can be completed.
With TalentBridge, you will always receive an experienced contractor.
Send us the job description for the role you are looking to fill
We'll send you candidates and you'll choose who to interview and hire
We take care of your new workers HR, payroll, time sheeting and invoice you in $AU monthly