The rigour and accuracy of advice required through the Financial Planning journey has seen the industry embrace the benefits of outsourcing. Reducing overheads can be made easier through TOP’s managed outsourcing service for Financial Planning practices, offering virtual teams to handle all back-office functions. We provide the talent, tools, and support needed to ensure your able to meet your clients’ needs and continue your growth journey.

Benefits of Managed Outsourcing for Financial Planning

1. Highly Qualified Talent: Our sourcing strategies are designed to ensure your new staff have the knowledge and experience necessary to grow with the business.
2. Cost Savings: Managed outsourcing of back-office roles reduces the overheads of traditional practices, better utilising cashflow for client facing, growth activities.
3. Leading Technology: Our talent pool is always staying ahead of technology, utilising existing systems or improving on them to ensure the business is always an industry leader.
4. Data Security: We understand the critical importance of protecting sensitive client data. Our stringent security measures ensure your client information is safe at all times thanks to our completely secure physical and data infrastructure.

Roles You Can Outsource

Managed outsourcing thinks beyond routine tasks. TOP can provide its managed outsourcing service across a variety of FTE roles within your practice:

1. Paraplanner
2. Financial Analyst
3. Client Service Associate
4. Financial Planning Assistant
5. Data Entry Clerk

Embrace the Future of Financial Planning with TOP Managed Outsourcing.

Together we can drive your businesses growth and success.