F.P Support Case Study 2
Brisbane Financial Planning Firm
Brisbane Firm engages 1.5 FTE’s with CountHQ focused on supporting their Senior Paraplanner.
AT A GLANCE
Outcomes
Our client saved $31,000 plus GST p.a by deciding to replace an outgoing Senior Paraplanner with 1.5FTE’s from CountHQ
Service commenced within 2 weeks of contact. Workflow was positively influenced by week 3 of service
Able to engage a PTE team member, as they wanted to avoid understaffing the solution, however didn’t require 2FTE’s
THE CLIENT
Based in Brisbane, our client is a boutique Financial Planning firm
THE SOLUTION
- Our client needed continuity, and to support recent growth by providing capacity support to their Senior Paraplanner
- They decided to engage CountHQ rather than replacing their outgoing 2nd Senior Paraplanner
- The 1.5FTE’s are completing various SOA’s to review stage
- Daily sprint calls between the Senior Paraplanner and the CountHQ team ensures efficient use of time, and removal of workflow bottlenecks
SYSTEMS
- AdviserLogic