Back to Market

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

Listing: AEFC
Quotation
Feasibility
Readiness

Winning Bid: 450.00

Item condition: New

SKU: AEFC Category:
MARKETPLACE SHORT FAQ

If you are seeing repeated descriptions on listings

If you are seeing repeated listing descriptions, this is likely due to a browser cache issue.
1. Clear your cache and browsing history
2. If problem persists use a different, or incognito browser
3. Contact us for help

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.

Please read over the full direct form submissions in the following tabs.

  1. What sector is your company in? Financial Services
  2. How would you describe your company? Medium sized
  3. How many employees do you currently have? 11-20
  4. What is your role in company? Senior Manager
  5. Are you a / the decision maker? Key decision maker
  6. What country are you mainly operating in? Australia
  7. What role/s are you looking to outsource? Finance and Accounting
  8. How many staff are you looking to outsource? 1-2
  9. Does this include a managerial role? No
  10. How would you describe the staff you need? Support roles (VA, Admin), Strategic oversight, High repetition tasks
  11. How specialised or skilled are the roles? 5  Client has rated 5 out of 10, where 1 is not at all and 10 is very much so
  12. Any comments on role specifications: Paraplanning and administration related to financial planning documentation
  13. What are your key outsourcing considerations?  Quality, Specialised execution, Minimal oversight
  14. How would you rate your outsourcing knowledge? 2 Client has rated 2 out of 10, where 1 is not at all and 10 is very much so
  15. How soon are you looking to outsource? Just looking
  16. What better describes you: I want to outsource, or i want to find out about outsourcing? I want to find out about outsourcing
  1. Are the intended roles back-end & generic or front-end and industry specific? 5 Client has rated 5 out of 10, where 1 is not at all and 10 is very much so
  2. If tech, how common/complex is the tech or coding? N/A
  3. How regulated are the functions, roles or company sector? 10 Client has rated 10 out of 10, where 1 is not at all and 10 is very much so
  4. Any major/unusual security requirements? 7 Client's financial information is used in this type of work Client has rated 7 out of 10, where 1 is not at all and 10 is very much so
  5. How specialised is your industry? 9 Client has rated 9 out of 10, where 1 is not at all and 10 is very much so
  6. Which operating hours required? No comment
  7. Which operating timezone? Doesn't matter
  8. Which languages required? English Only
  9. Are there customer facing and/or direct voice functions? No, not really
  10. Does the requirements include sales roles? No
  11. How stable are the systems and processes in place - or are the roles always evolving? 4
  12. Are they commonly project based unquite tasks, or highly repeated operation execution? 9 The work is writing a set of documents that are mostly the same with some variations. Templates and software wizards are providing to do the work. Client has rated 9 out of 10, where 1 is not at all and 10 is very much so
  13. Do you currently have the skills inhouse, or are you seeking to gain external skills? Yes, inhouse
  14. Importance of having internal company expertise or domain knowledge? 10 Client has rated 10 out of 10, where 1 is not at all and 10 is very much so
  15. The management are familiar with the cultural implications of running a remote off-shore team? 3 Client has rated 3 out of 10, where 1 is not at all and 10 is very much so
  16. Will you, or someone else, be managing the process? Mainly me
  1. Have you used Upwork, Freelancer, Fiverrr, or online agency outsourcing before? 1 Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  2. Have you outsourced before or currently? (more than Upwork)? 1 Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  3. Have you been looking into outsourcing and partners a lot? 3 Client has rated 3 out of 10, where 1 is not at all and 10 is very much so
  4. Have you identified specific role/s to outsource? 10 Client has rated 10 out of 10, where 1 is not at all and 10 is very much so
  5. Is your leadership team fully onboard with outsourcing? 10 Client has rated 10 out of 10, where 1 is not at all and 10 is very much so
  6. Are your staff aware of the move to outsource? 5 Client has rated 5 out of 10, where 1 is not at all and 10 is very much so
  7. How old is your company? (years) 10+
  8. Do you have established processes? 9 Client has rated 9 out of 10, where 1 is not at all and 10 is very much so
  9. How well documented are the processes? 7 Client has rated 7 out of 10, where 1 is not at all and 10 is very much so
  10. How easily can the process be specified and documented? 7 Client has rated 7 out of 10, where 1 is not at all and 10 is very much so
  11. Are there process interdependencies that make segmentation of work between company and service provider difficult? 5 Client has rated 5 out of 10, where 1 is not at all and 10 is very much so
  12. Can goals and metrics be easily defined for each process? 7 Client has rated 7 out of 10, where 1 is not at all and 10 is very much so
  13. Do you have onboarding/training materials for the outsourced resources? 7 Client has rated 7 out of 10, where 1 is not at all and 10 is very much so
  14. Have you identified the Key Performance Indicators (KPIs) for the outsourced resources? 1 Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  15. Have you produced a Service Level Agreement (SLA) for the outsourced provider? 1 Client has rated 1 out of 10, where 1 is not at all and 10 is very much so

Auction has finished

DateBidUserAuto
June 13, 2018 11:34 am450.00E**cAuto (Max bid)
June 13, 2018 11:34 am400.00A*****y
June 13, 2018 11:34 am350.00E**cAuto (Max bid)
June 13, 2018 11:34 am300.00A*****y
June 13, 2018 10:17 am250.00E**c
June 13, 2018 10:17 am200.00C****nAuto (Max bid)
June 12, 2018 4:16 pm100.00C****n
June 11, 2018 10:00 amListing started
×