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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