Financial Planning Outsourcing

Every Felcorp job operates within a supervised management structure. Team leads oversee job allocation, workflow progress and output quality throughout each engagement.

• Dedicated team leads monitor job progress and staff output with clear escalation protocols in place for complex or urgent jobs
• Management oversight removes the need for you to directly supervise or manage offshore staff. That's all done internally at Felcorp.

All completed work is reviewed by a senior team member before being returned to the client. Errors are identified and resolved internally before delivery.

• Peer review covers accuracy, completeness and compliance with your practice template on every job
• QA management sign-off required before any deliverable is returned to the client

Felcorp manages all onboarding, technical and compliance training for its staff. Clients have no obligation to train, upskill or onboard any Felcorp team member.

• Technical training covers advice software, paraplanning processes and applicable compliance requirements
• Security and data handling training completed before staff are granted access to any client files

Felcorp provides regular reporting on job output, turnaround times and volumes. Clients have full visibility over what is being completed, when it is finalised and how long a deliverable takes to complete.

• Job-level status and progress reporting available through the Felcorp Portal at any time
• Regular productivity summaries and account reviews provided to support your capacity planning

Felcorp invests in staff career development and performance incentives. Motivated, developing staff produce more consistent work and stay longer which reduces disruption to your workflows over the long-term.

• Performance-based incentives tied to output quality and job accuracy metrics
• Career progression pathways retain experienced staff, maintaining consistent knowledge of your practice preferences