F.P Support Case Study 1
Melbourne Financial Planning Firm
Melbourne Firm engages 2 FTE’s with CountHQ to support their Paraplanning
and Administration functions.
AT A GLANCE
Outcomes
Reduced costs 35% when compared to the hiring cost of one Graduate, and one Intermediate
Successfully commenced onboarding within 2 weeks of contact
Commenced with 1 Admin FTE, and added an Intermediate Paraplanner FTE within 60 days
THE CLIENT
Our client is based in Melbourne, with a team of 6 Advisers and 3 support staff
THE SOLUTION
- 1 Admin FTE (1 year prior experience), assists with Document Management, Portfolio Reconciliations and Cash Matching, as well as other general admin-related tasks
- 1 Paraplanner FTE (with 2.5 years prior experience) assists in the preparation of ROA’s and SOA’s
- Currently the SOA’s are Risk Insurance and Super focused
- Currently expanding the team to 3.0FTE’s, with a focus to be on adding other streams of SOA’s
- Weekly feedback and planning calls are attended by the Team Leader and Manager from CountHQ