Scaling Financial Planning Practices Through Expert Outsourcing Solutions
Financial Planners
In the dynamic and competitive financial arena of today, advisory firms frequently find themselves under considerable pressure, managing diverse responsibilities ranging from client engagement to strategic planning and stringent compliance obligations. In this demanding environment, outsourcing financial planning functions emerges as a strategic necessity, and this is precisely where We Out Source stands out.
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We Out Source offers unparalleled services tailored to your needs, allowing you to redirect your focus towards core growth initiatives such as client acquisition and retention, long-term strategic planning, and market exploration. By entrusting specific roles to our team of highly skilled professionals, firms not only attain the flexibility they require but also enjoy substantial cost savings, heightened operational efficiency, and elevated levels of client satisfaction.
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Partnering with We Out Source empowers advisory firms to streamline their operations, optimize resource allocation, and enhance overall productivity. Embrace the future of financial advisory services with We Out Source where efficiency meets excellence.
WE Connect delivers financial planning administrative support & Para Planners from Sri Lanka. This adaptable staffing solution empowers planners to concentrate on expanding their client portfolio, all the while ensuring that day-to-day administrative tasks are executed with excellence at a price that makes sense.
We Connect Global Out Sourcing provides paraplanners and financial planning administration assistants located in the Sri Lanka. A flexible staffing solution empowers Managing Directors to focus on growing their client base whilst the day to day administration and paraplanning functions are delivered with quality and at a price point which makes sense.
All of our paraplanners and financial planning administration assistants have previously worked for an Australian financial planning firm ensuring your assistant hits the ground running from day one.
We provide flexible options supporting both part-time and full-time contractors allowing you to determine how much assistance is required
Each of our team members has a dedicated office space in Sri Lanka that they go to every day.
We advise how to best structure your financial planning processes to support a combined local and overseas delivery model.
Our paraplanners and financial planning administration assistants integrate into your daily workflow to complete a range of tasks from:
Financial Planning Administration assistants
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Assisting with client inquiries
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Providing administrative assistance to the team as and when required
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Preparation of client review reports
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Assistance with the drafting of SoAs and RoAs
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Implementation of advice strategies
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Ensuring ongoing compliance requirements are being met
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Assisting in the ongoing provision of services to our client base.
Paraplanners
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Develop accurate and succinct Statements of Advice
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Research products, strategies and technical issues to ensure knowledge is kept current
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Review PDS documentation
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Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies
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Management of client portfolios
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Work with advisers to develop quality advice for clients