Financial Planning Administration Outsourcing Services

Dedicated offshore Adviser Admin supporting advice implementation, client services and practice administration under a fully managed BPO service model

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WHAT WE PROVIDE

Dedicated Adviser Admin staff

Full time adviser admin staff

Full time adviser admin staff working dedicated and exclusively in your business

Fully managed operation

All staff are trained, supervised by managers with built in quality, security and compliance procedures

Australian verfiable experience

All staff are qualified with verifiable advice industry experience and technical knowledge

HOW IT WORKS

How our Financial Planning BPO Services Work

Australian Financial Advice Specialist

We provide full-time, dedicated offshore admin support who work within your systems to support advice implementation, data entry, client service and practice administration. We have two full time BPO service models:

Full Time Staff Engagements for small businesses

Pod Engagements for enterprise firms

How our operation works

Our Adviser Admin solution is professionally managed by us to deliver on workflow, QA, training, security, compliance, HR and much more as one simple consolidated service.

India BPO full time offshore staff operations

Fully managed model built in security and compliance

QA processes and peer-reviewed deliverables

How our Financial Planning BPO service works

SERVICE STRUCTURE

Choose the adviser staff experience level

Junior Support

Verifable advice industry experience

3 months - 2 years experience

Best for

Purely back-end admin operations

Simple, process-driven tasks

Report generation and data entry

Intermediate Support

Verifable advice industry experience

2 years - 4 years experience

Best for

Client services support

Advice implementation and follow up

Ownership of workflow task processes

Senior Support

Verifable advice industry experience

4+ years experience

Best for

Team lead and complex process duties

Insurance-heavy environments

Technical and specialist knowledge

Which Admin Support member do I need?

RESULTS

Adviser Admin Service Standards

What you can expect in operational coverage, task management and quality assurance controls when you engage Felcorp for adviser admin outsourcing.

Operational

Expectation

Staff Coverage

Full business day coverage in line with Felcorp India BPO standards

Task Allocation

Managed through your preferred workflow or practice management system

Activity Reporting

Full monthly reporting on all tasks completed by your staff member

Delivery

Expectation

Rework Rate

Less than 3% of tasks require adviser correction or follow-up

Response Time

Same-day acknowledgement of all task submissions within business hours

Communication

Daily availability through your preferred communication platform

Integration

Staff work directly in your existing platforms and systems from day one

Quality Assurance

Description

QA Manager Review

100% of specified deliverables reviewed by QA management

Monthly Reporting

Full timesheet reporting on all completed deliverables by Felcorp

Service Level Agreement (SLAs)

Option to implement performance-based SLAs

For agreements around performance milestones, we recommend setting up a Service Level Agreement. Please see our Felcorp SLA options article for more information.Felcorp SLA options article for more information.

SERVICE SCOPE

Adviser Admin Duties and Scope of Work

New Client Onboarding

Client setup, identification verification, engagement letters and system data entry

Research and Data

Third-party authority requests, superannuation and insurance research and data collection

Meeting Preparation

Annual review documents, risk profile reports, insurance review reports and meeting support materials

Portfolio Reporting

Monthly, quarterly and annual portfolio valuation statements and reporting

Client Services

Email and phone correspondence, meeting scheduling and day-to-day client and adviser support

Advice Implementation

End-to-end management of platform applications, fee forms, portfolio changes and supplier follow-up

Insurance Administration

Policy renewals, quoting on supplier portals, new applications and claims management

Compliance Tasks

Fee Disclosure Statements, service agreements, renewal notices and advice file maintenance

Practice Administration

System setup, file organisation, templates, workflow infrastructure and access management

Adviser Admin Duties

WHAT YOU NEED TO KNOW

How Adviser Admin Service Works in practice

Build a clear task workflow before your admin starts

The most important investment you can make before engaging an adviser admin is documenting how work moves through your practice. Without this, your admin cannot operate independently and every task will require constant direction.

Map out your current task flow from client contact to file completion
Identify which tasks are repeated weekly versus monthly
Clarify which tasks are urgent and which can be batched
Document the expected output and quality standard for each task type

Your admin works in your platforms and systems from day one

Adviser admin staff operate directly within your existing software environment. Getting system access, credentials and platform permissions set up before your admin starts eliminates delays in the first week.

Provide access to your CRM, portfolio platform and email system
Set up login credentials and two-factor authentication in advance
Confirm which systems require VPN or specific login protocols

Written processes are the backbone of consistent admin output

Process documentation is what makes the engagement succeed. We wil lwork with you to develop your own Standard Operating Procedures, however we need some basic written process documents so we can start.

Start with these three priorities:

Document your top 5 most repeated tasks step by step
Include screenshots and system-specific instructions in each process
Review and update documentation whenever a process or system changes

Not all admin tasks require the same experience level

Understanding which tasks to delegate first and how to structure your task queue is critical to getting value early. Junior, Intermediate and Senior admin staff are suited to different work types.

Start with high-volume, repetitive tasks that free your time fastest
Reserve complex or judgment-based tasks for your senior staff member
Use your practice management system or task board to assign and track all work
See the Adviser Admin Duties and Scope article for a full breakdown by experience tier

Establish regular feedback initiatives and daily communication from the start

Your QA manager reviews all deliverables, but you also need a direct feedback channel for anything specific to your practice style. Communication alignment in the first month builds the habits that make the engagement run efficiently long term.