Capacity Connection offers outsourced back office and paraplanning solutions to busy financial planners right across Australia. We partner with like-minded businesses who really put the client at the heart of everything that they do.
Our attention to detail and focus on quality are unrivalled in the overseas outsourced paraplanning world. This is because we train our staff to understand and appreciate the journey our industry has been on over the last 20 years and why compliance is so important in the current landscape. We apply a compliance lense to each and every task and advice document that we complete for our advisers.
We also specialise in helping advisers streamline their back office and removing the 'pain points' and tasks they don't like off their desk and over to us so they can focus on the fun stuff - seeing clients!
A lot of what is done in a financial planning business is process-oriented and doesn't contribute to your revenue generation. By outsourcing those process-driven tasks such as admin and paraplanning, you can be focused on the parts of your practice that do generate revenue, such as seeing clients.
Your internal staff may lack the level of skills required to deliver the service so outsourcing to someone who specialises in delivery of that part of your process can improve the final output quality of that service.
The process may be performed better and/or cheaper by other service providers, and therefore improve the quality of that service by reducing costs or freeing your internal staff for other tasks they could be performing that add value to your business.
It transforms your fixed costs into variable costs so that they are only incurred as new work is generated and you can easily respond to changes in workloads.
Arrange a meeting or phone call with our onshore manager to discuss your business, your outsourcing needs and find out whether we are a good fit for each other.
Review and sign the Confidentiality and Adviser Agreement which details our terms and conditions, service overview and fees.
Load your request in your business' software and send us a generic email alerting us to the task. We will respond within 24 hours to let you know if we have everything that we need and to also provide an indicative quote and due date.
Once we have everything we need to complete the task, we’ll commence work on your request and return it to your business' software within the agreed time frame.