39 questions to ask any potential outsourcing provider to be able to drill down on their operations.
33 questions to ask any potential outsourcing provider to be able to drill down on their operations.
Key factors impacting the industry and the rising trend in outsourcing
33 questions to ask any potential outsourcing provider to be able to drill down on their operations.
A guide on overcoming high staff attrition in NDIS plan management
A must-read guide in building a sustainable and successful agency
A case study on how a tech company grew new client acquisition by 72%
Save up to 70% on employment costs
Expert supportA reputable outsourced provider can help ensure your outsourced journey is optimised for success
Improve staff satisfactionIncrease employee satisfaction and decrease staff attrition rates
Business growthFoster sustainable business longevity by reinvesting into the growth of your business
Flexibility and availabilityHelp your business become more agile and flexible by opening up 24/7 availability
Access a global talent poolGive your business the ability to tap into a global talent pool to source candidates from anywhere in the world.
A financial advisor is responsible for providing financial advice or guidance across a variety of areas. They can advise businesses on services such as investment management, tax planning, portfolio management and insurance products. Essentially, they are a companies ‘one-stop-shop’ for all matters financial.
A financial advisor’s duties and tasks can include:
These advisory tasks are particularly well-suited to being outsourced as they are repetitive and rules-based, requiring a high level of attention to detail. By sending these finance tasks to an outsourced financial advisor, organisations can free up their local finance teams time to focus on performing value-add, revenue generating work.
TALK TO US
Financial advisors and planners are one and the same; a financial advisor is a broader term used to encompass investments and portfolio management. They both help companies create programs and plan to meet long-term financial goals. To do this effectively, there are specific and key skills financial advisors require.
Outsourcing providers recruit financial advisors the same way an internal, talent acquisition team would. Essentially, they ask the same questions to understand whether these offshore candidates would be able to provide the level of quality required by Australian organisations:
In terms of qualifications, a higher education degree or certificate in accountancy, business management or financial studies is desirable. Financial advisors require high level numeracy skills and IT knowledge as they are constantly interpreting financial data. Previous customer service experience within a financial institution is preferred due to the transferable knowledge accumulated in these roles.
Organisations are able to appreciate the added benefits that come from offshoring outsources financial advisors duties to the Philippines, including:
Cost savings
Outsourcing can save your business money by having day-to-day tasks completed in a lower-cost economy, where employment costs are up to 70% less.
Expert support
Outsourcing providers are experts in providing insights and advice at each stage of the outsourcing process. Their expert advice can help your business or recruitment company get the best out of your outsourcing journey and ensure it is optimised for success.
Improve business flexibility and availability
Outsourcing can help your business become more agile and flexible by opening up 24/7 availability.
Business growth
Outsourcing can free up funds that can be used to reinvest back into the growth of your business. With the additional support of an offshore team member(s), you can increase the capacity for your business to take on more work.
Improved staff satisfaction rates
Outsourcing can help you to identify roles and tasks that would be best suited to send to an offshore employee. That way, your local team can focus on what they do best and what motivates them, improving job satisfaction for employees in the long run.
Outsourcing your financial advisory to the Philippines can represent significant cost savings of up to 70%. At Beepo, we offer a simple monthly fee to help you reduce your overheads and focus on growing your business. This monthly fee covers everything: including infrastructure, security, recruitment and training, management and staff benefits.
For more detailed information on costs, please arrange a business consultation so we can tailor a solution to your business needs.
This first step is to find out if your business is offshore ready. If the answer is yes, here are the next steps:
Beepo is an Australian-based outsourcing company that offers businesses a distinct competitive edge with offshore staffing solutions. We take the time to understand the hardships our clients face when it comes to recruiting hard working, dedicated staff. The Philippines is renowned for its finance talent and advisory skills, and we are adept at finding and recruiting the best of the best in terms of financial advisors.
About Us | Our People | Outsourcing | Media | FAQs
Copyright Beepo 2023 | Terms & Conditions | Privacy Policy | Sitemap