Qwrk Outsourcing (formerly SMSF Paraplanners) offers a full suite of back-office solutions targeted at making Financial Advisers’ lives easier.
Client Services Officers
From the preparation of documents for Adviser’s review meetings, to implementation of advice, our reliable Client Service Officers aim to provide comprehensive support in the advice process. Our team can be involved in creating documents, updating client databases, conducting research, running marketing campaigns, booking appointments and many more!
Our Paraplanning team can assist you in the formulation of strategies, research, compliance of your files,and of course the preparation of advice documents- the very tasks that get in your way from helping more clients achieve their financial goals. Let our Paraplanners free up your time to allow you to connect with your existing clients and meet new ones.
Get a clearer picture of how your business is faring through the organized collection, storage, and presentation of data. Our team of Software Services specialists will help you understand how to improve the quality of your data, providing greater business efficiency, transparency, and integration.
Sleep soundly at night not wondering whether your files comply with strict industry standards. Our meticulous Compliance Officers have you covered!
We treat your data as our own. We are committed to protecting the integrity of the data we receive, store, and transfer.