{"id":12,"date":"2022-07-04T08:49:56","date_gmt":"2022-07-04T08:49:56","guid":{"rendered":"https:\/\/qwrk.com.au\/?page_id=12"},"modified":"2023-05-09T07:41:21","modified_gmt":"2023-05-08T23:41:21","slug":"client-services","status":"publish","type":"page","link":"https:\/\/qwrk.com.au\/services\/client-services\/","title":{"rendered":"Client Services Officers"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"12\" class=\"elementor elementor-12\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-46d83c5 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"46d83c5\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1329002\" data-id=\"1329002\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b773719 elementor-widget elementor-widget-text-editor\" data-id=\"b773719\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p>Qwrk Outsourcing&#8217;s (formerly SMSF Paraplanners) Client Services Officers \/ Financial Planning Assistants are dedicated to a specific Financial Planning Practice on a full or part-time basis. This means that they can be integrated into your workflows, ensuring they become a true extension of your team.<\/p>\n<p>The Financial Planning Assistants are overseen by our CSO Team Leaders who provide HR support, training, and assistance in completing financial planning administration tasks, bespoke for your practice.<\/p>\n<p>Outsourcing tasks to your Financial Planning Assistants will save you time, allowing you and your Client management team more face-to-face time in front of your clients. The tasks the Financial Planning Assistants can complete include (but are not limited to) the following:<\/p>\n<p><strong>Pre-review tasks:<\/strong><\/p>\n<ul>\n<li>Book in-client meetings<\/li>\n<li>Liaise with clients<\/li>\n<li>Preparation of various documents for the Adviser\u2019s review meetings<\/li>\n<li>Conducting research calls<\/li>\n<li>Generating product portfolio reports<\/li>\n<li>Data entry into Xplan\/ Plutosoft\/ Fin365\/ Worksorted or other CRMs<\/li>\n<li>Preparation of fact finds<\/li>\n<li>Preparation of Client Service Agreements\/ AAAs<\/li>\n<li>Preparation of product application forms<\/li>\n<\/ul>\n<p><strong><br>Adviser support tasks:<\/strong><\/p>\n<ul>\n<li>Update Xplan\/ Plutosoft\/ Fin365\/ Worksorted\/ other CRM with the latest client information<\/li>\n<li>Generation of Fact Finds with updated information<\/li>\n<li>Third-Party Authority research<\/li>\n<li>Product cost comparisons<\/li>\n<li>Insurance quote preparation<\/li>\n<li>Application forms<\/li>\n<li>Lodgement\/ Implementation and follow-ups<\/li>\n<\/ul>\n<p><strong><br>Other tasks:<\/strong><\/p>\n<ul>\n<li>Annual fee management<\/li>\n<li>Marketing- client segmentation, managing client reviews and campaigns<\/li>\n<li>Full file checks&nbsp;<\/li>\n<\/ul>\n<p><br>Our Financial Planning Assistant\u2019s goal is to create a more efficient process by ensuring that all the necessary review documents are complete, accurate, and readily available in preparation for the Client\u2019s annual review meeting.<\/p>\n<p>Qwrk Outsourcing aims to provide reliable, integrated support in the advice process by creating documents, generating reports, updating databases, conducting research, and many more services.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Qwrk Outsourcing&#8217;s (formerly SMSF Paraplanners) Client Services Officers \/ Financial Planning Assistants are dedicated to a specific Financial Planning Practice on a full or part-time basis. This means that they can be integrated into your workflows, ensuring they become a true extension of your team. The Financial Planning Assistants are overseen by our CSO Team [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":1366,"parent":10,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"_links":{"self":[{"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/pages\/12"}],"collection":[{"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/comments?post=12"}],"version-history":[{"count":0,"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/pages\/12\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/pages\/10"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/media\/1366"}],"wp:attachment":[{"href":"https:\/\/qwrk.com.au\/wp-json\/wp\/v2\/media?parent=12"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}