Our Financial Planning Outsourcing Service Benefits

Genuine Industry Trained Staff

Felcorp staff come with demonstrated experience working inside financial planning and advice practices. All team members have backgrounds in paraplanning, client services or compliance support prior to joining.

Every candidate goes through a structured recruitment process before placement. This includes comprehensive background, AML and identity checks, rigorous verification of industry experience, technical skill assessment against the specific role requirements of your engagement and psychometric assessment for cultural fit.

• All staff have worked within financial planning practices before being placed with a client
• Advice industry backgrounds verified during recruitment before any team member begins client work
• Technical capability assessed against the specific role requirements of your engagement

See how Felcorp's recruitment and quality process works in full.

Comprehensive Management Support

All staff workflows are monitored and supported by Felcorp management throughout the engagement. Clients are not required to manage, supervise or direct their Felcorp team on a day-to-day basis.

Under a Full Time Staff Engagement, Felcorp manages employment, HR, payroll, QA, training, data security, compliance and facilities under one consolidated commercial agreement. For practices operating under a Pod Engagement, the level of Felcorp management involvement is configurable to your operational structure and can be dialled up or down over time.

• Management oversight covers job allocation, deadline tracking and quality assurance across all active work
• Any workflow issues or escalations are handled by Felcorp management without client involvement
• Defined escalation channels ensure staff have direct support without disrupting your team

Read more about how management support is structured in Full Time Staff Engagements and Pod Engagements.

Peer Review QA

All completed work is reviewed by a senior team member before being returned to the client. Errors are identified internally before delivery. You only receive work that has passed Felcorp's internal quality gate.

QA coverage includes accuracy, completeness and compliance with your practice template. Every reviewed deliverable generates a QA report recording actual time spent, enabling ongoing performance tracking and comparison against budgeted time across your engagement.

• 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
• QA reports document actual time spent on each deliverable for productivity benchmarking

For more detail on how quality is measured and maintained on an ongoing basis, see the Quality page.

Technical Training

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

Onboarding includes a structured review of your workflow systems, agreement on SLAs and KPIs and a trial program to validate processes before the engagement goes fully live. All processes are documented as SOPs for business continuity, so knowledge is retained even when individual staff change.

• 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
• Documented SOPs ensure process continuity without client involvement in staff management

See how our BPO service works for a step-by-step overview of the onboarding and training process.

Regular Productivity Reporting

Felcorp provides regular reporting on job throughput, turnaround times and output volumes. Clients have full visibility over what is being completed and when, without needing to chase for updates or manage staff output directly.

Reporting includes timesheet data, comparison of actual versus budgeted time and real-time progress tracking through the Felcorp Portal. Monthly and quarterly performance reviews assess output against agreed KPIs and SLAs and can be aligned to your own internal performance metrics where required.

• 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
• Actual versus budgeted time comparisons on completed jobs for ongoing performance benchmarking

Learn more about how Felcorp manages productivity across BPO engagements.

Employee Success

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.

Staff retention is a structural advantage of the Felcorp model. Because your staff are employed and managed by Felcorp, career progression, performance incentives and morale management are handled without any obligation on your practice. For long-term Full Time Staff Engagements, staff who know your practice preferences and templates and keeping them is part of what Felcorp actively manages.

• Performance-based incentives tied to output quality and job accuracy metrics
• Career progression pathways retain experienced staff, maintaining consistent knowledge of your practice preferences
• Staff morale and engagement managed by Felcorp with no obligation on the client practice

Which Engagement Model Is Right for You

These six service benefits are delivered across both engagement models Felcorp offers. The model you choose determines the scale, ownership structure and level of operational control you retain.

• Full Time Staff Engagement — one or more dedicated offshore staff members, fully managed by Felcorp, minimum 3-month commitment, suited to SMEs and growing practices
• Pod Engagement — a dedicated offshore team for enterprise firms, with configurable Felcorp management involvement, minimum 12-month commitment

If you're not ready for full-time staff, Felcorp also offers On Demand Paraplanning Outsourcing with no ongoing commitment required.