Full time pricing for financial planning admin staff
Junior Client Services Officer
Best suited for practices that need reliable help with high-volume and standard advice implementation and data entry tasks.
Price includes GST. All fees in AUD.
Intermediate Client Services officer
Best suited to practices that want end-to-end client servicing with increased staff member autonomy and ownership of all admin workflows.
Benefits of our admin pricing
We're transparent by design. Our financial planning admin staff fees and pricing terms are openly listed so you can make confident decisions.
We price our financial plannign admin staff on verified experience in Australian financial planning.
Our prices are fixed for 12 months for the same staff member so no hidden increases or mid-term surprises.
If you continue with the same staff member through out the year, we'll cap our annual price increase by 5%.
Your outsourced admin journey with Felcorp
See our timeline below from your initial enquiry to a fully functional adviser admin support service.
You can book a time that suits you right now.
We'll map your advice admin process, discuss your software stack and determine your needs.
We'll set up a trial so you can experience in real-time our service deliverables.
We'll get the team set up with software, training resources and QA supervision processes.
We'll complete the trial period. You decide if you wish to engage us or leave us.
We'll onboard the staff into your practice and begin a formal engagement.
We'll provide daily activity reports for each staff member on close of business.
We'll provide you with detailed timesheet and job breakdown for productivity reporting.
Every quarter, we'll review our performance, benchmark results and resolve any issues.
Admin pricing questions? See our FAQs below
Pricing follows the experience tier of your dedicated Financial Planning Admin support member (e.g., Junior, Intermediate, Senior). If we backfill like-for-like, your price does not change. If you choose to move up or down a tier, the rate adjusts from the next month. We will send a contract amendment note and continue there after.
What's included: all workflow that is in line with the financial planning admin scope of work is included in the monthly rate. This includes all training and process development.
Whats excluded: adviser sign-off, licensee/platform fees, third-party software licences, large template rebuilds and paraplanning tasks.
We will have to assess this on a case-by-case basis. While we can combine both roles into one staff member, there is more management, training and support required by us to satisfy your requirements. If you wish to discuss and get a tailored quote, please book a call with us.
For changes in which the agreed scope of the dedicated admin staff deviates by more than 25% during the agreement period, we will need to approve, plan and negotiate this with you.
For overtime, if it is incidental, it is covered by us. Overtime that exceeds 10 hours in a month, we may charge this back in agreement with you.
