Paraplanning Service

Felcorp Support paraplanning service A4 flyer.

Less BS, more profits

Professional offshore Paraplanners

Make your next move to a professional outsourcing provider that generates real world results

Per month inc GST 4125 $

Talk to the team directly on the Felcorp App Communication

Turnaround SoAs are generally turned around in 4 working days

SERVICES OFFERED

Full time paraplanners 45 hour working week

No staff sharing or switching Dedicated staff working exclusively for you Mandatory work from office policy All HR responsibilities managed by Felcorp All jobs peer reviewed by team managers

Paraplanning staff have minimmum 2 years expereince Experienced

We work on all major advice software Software

All our paraplanning and admin staff are managed by our team leaders so you don’t have to spend time managing staff

Spend more time seeing clients and delegating work. We’ll work with your team to develop a process that works

Peer Review Work

Cyber Security

Full Strategy Research

We employ commercial cyber security software and enforce strict data security internal policies

Our paraplanners will conduct proper strategy research and modelling scenarios

All advice pieces are reviewed by our team managers for quality assurance and peace of mind

Contact Us 0401 050 537

tobiasfellas@felcorp.com.au www.felcorp.com.au

Tobias Fellas (Partner)

Felcorp Support 02 9669 9375

About Felcorp Support Offshore Outsourcing Provider Felcorp Support is an independent offshore outsourcing provider specialising in accounting and financial planning. Operation Locations Our operations are headquartered in Northern India and have satellite offices around South India. Staff are required to work from our office everyday. Full Time Employees All Felcorp staff are directly employed by Felcorp and are employed on a full-time basis. We do not outsource or have contractors. Working hours and schedules All Felcorp India staff are required to work 9am to 6pm (India standard time), Monday to Friday, with a 1-hour lunch break. This is in accordance with state employment laws in India. Work rights and Employment laws All Felcorp India staff are entitled to 18 days annual leave, 12 days sick leave, 10 days of public holidays for a total of 40 paid days of leave. Note: For comparison purposes, NSW full time employees are entitled to 39 days of paid leave. Commercial Data and Cyber Security Felcorp employs commercial data security encryption software all on all employee devices. We remotely monitor staff activity and logs. We employ email security software to help prevent phishing, impersonation, and malware attempts.

Paraplanning Service Details

Flat Fee Pricing Our fee is a fixed monthly fee that is in locked in for 12 months. The agreement is initially 3 month commitment then month to month. Paraplanning Requests We have our own improved paraplanning request that we do not require you to fill out. We will pick up your file notes and prepare a summary advice piece before proceeding to SoA. Felcorp App To communicate with the team, share files easily and securely, we recommend you using the Felcorp App. It is free for all users. Administration As part of our paraplanning service, our paraplanners can prepare product application and other administrative tasks. They are trained to do so. Team Managers All our paraplanning and administrative staff are managed by our team leaders. They review, provide training and oversight to their team of staff to ensure quality control. Process Improvement As the relationship with Felcorp continues, we will conduct a workflow process review to ensure that we are reducing bottlenecks and delivering work faster.

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