Medium size, Australian financial services firm seeking information for 1-2 roles

A 10+ year old Australian Financial services company is seeking information regarding 1-2 outsourcing roles.  Company is in a highly regulated space, and require “Paraplanning and administration related to financial planning documentation.”

SKU: AEFC Category:

A 10+ year old, medium sized, Australian Financial services company is seeking information regarding 1-2 outsourcing roles.  Company is in a highly regulated space, and require “Paraplanning and administration related to financial planning documentation.”

The client states that they ‘want to find out about outsourcing’, but they have a high level of structural readiness.  They have mature processes and in house skills.

They are looking for a high quality outsourcing partner, where minimal oversight would be required.  These seem like back office administration functions. There is no voice / sales requirement, and they are flexible on hours.

This seems like a good lead within a good organisation.  They have completed all sections of all forms.

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