What's included in financial planning assistant service
Admin Support Scope of Work
Our admin specialists streamline adviser workflows and deliver a full scope of administration duties across all practice and clients functions.
Key inclusions:
- Client Services Support: End-to-end client correspondence, meeting scheduling, enquiry management and ongoing service support.
- Insurance Administration: Policy renewals, quoting, client/adviser liaison, and full claims management.
- New Client Onboarding: Fact-find data entry, AML/CTF checks, FSG distribution and engagement letter preparation.
- Much, Much More: From compliance reporting and document management to portfolio valuations, tax reporting and ad-hoc adviser support.
We're across the big 4 financial advice software
We work within your existing software for peace of mind.
Platform capabilities include:
- XPLAN (modelling, SoA, RoA generation)
- ProductRex (portfolio construction and reporting)
- AdviserLogic (CRM, SoA production, compliance checks)
- Plutosoft (workflow automation and advice document generation)
- Workflows within your custom CRMs and document management systems
Financial planning assistant service details
Felcorp applies a unified set of operational standards across every financial planning support engagement. Clients can expect the same disciplined processes, quality-assurance procedures and security protections.
Operation details include:
- Staff shift working times and location details
- Full time employment details including leave entitlements
- Data security protections
Admin aligned to ASIC RG compliance
Our financial planning workflows are aligned to ASIC and Australian government data protocols ensuring all financial data is secure to regulatory and AFSL expectations.
Compliance oversight includes:
- Documented review structures aligned to ASIC RG 104.34 (outsourced functions) and RG 104.85 (training standards)
- File readiness and audit trails for AFSL obligations and QA internal audits
- Internal spot-check audits, QA performance scoring and compliance reporting
Financial Planning Assistant Benefits
Skilled staff
We completely train and up-skill our admin staff in-house so they produce results from day 1.
Full supervision
All admin support staff are supervised and workflow peer-reviewed by our managers.
Performance Reporting
We track task turnaround times and workflow progression ensuring continued productivity.
Daily workflow reporting
We prepare daily workflow reports detailing exactly what work has been executed and what's left to do.
Getting started with adviser admin support
Book a Discovery Call
We'll map your advice process, discuss your software stack and determine what your admin and CSO needs.
Test us with a limited trial
Trial our service with a live pilot over a month and assess our admin support deliverables and our operational structure.
Candidate onboarding
When you are ready to proceed, you'll choose your candidate and get ready for system and process set up.
Start your engagement
We'll start the formal agreement, train and supervise your admin staff in-house and track your workflow and KPIs.
Trusted by Financial Advisers
across Australia
Financial advisers choose us for seasoned talent, compliance-first systems and a partnership built to last.
“Felcorp delivered us a 25% revenue increase in 3 months. That's given us the breathing space to plan our next growth phase."
Admin support questions? See FAQs below
What happens if our assigned admin changes?
Do we get a dedicated person or a shared pool?
How do you handle leave and public holidays?
How quick can we get started?
Can we choose our support staff member?
Are there lock-in contracts?
How do we communicate day-to-day?
Are there management review procedures for completed work?
Interested in Paraplanning?
We've got you covered.
See our paraplanning services for financial advisers requiring SoA and RoA advice preparation.
