100% Remote • Australia-Ready

Financial Administration & Admin Support

Eliminate backoffice administrative bottlenecks. Dedicated remote financial administrators managing CRM data hygiene, Fee Disclosure Statements (FDS), ongoing fee consents, and review dossiers directly in your software.

View Admin Rates (from A$600/mo) → Request Administrator Profile
From A$600/mo Full-Time • Xplan, Plutosoft & Midwinter • 4.5+ hrs AEST Overlap • Zero Local Data Storage
Administration Scope

End-to-End Financial Administration Services

Comprehensive backoffice administrative support to keep your practice compliant, organized, and client-ready.

Xplan & CRM Data Hygiene

Accurate entry and maintenance of client fact-finds, risk profiles, and complex entity mapping across your advice CRM.

  • ✓ Client fact-find entry, risk questionnaires, and asset/liability mapping
  • ✓ Multi-entity group structuring (individuals, trusts, companies, SMSFs)
  • ✓ Insurance policy schedule updates & investment platform links
  • ✓ CommPay revenue reconciliation and commission schedule tracking

FDS & Ongoing Fee Consents

Proactive tracking and compilation of annual Fee Disclosure Statements (FDS) to ensure 100% AFSL compliance.

  • ✓ Annual FDS schedule tracking and anniversary date monitoring
  • ✓ Ongoing fee renewal consent pack generation and delivery tracking
  • ✓ Actual fee vs. service delivery reconciliation and reporting
  • ✓ Opt-in register and AFSL compliance log maintenance

Annual Client Review Packs

Complete pre-meeting dossier preparation so your advisers walk into review meetings fully prepared.

  • ✓ Updated portfolio valuation reports across wrap platforms
  • ✓ Investment performance summaries and asset allocation check sheets
  • ✓ Insurance policy audit summaries and premium indexation schedules
  • ✓ Client meeting agenda packs and review summary documents

Application & Underwriting Management

Dedicated pipeline tracking to accelerate policy issuance and platform account opening.

  • ✓ Personal insurance application lodgement and portal submission
  • ✓ Underwriter requirement chasing, doctor reports, and pathology tracking
  • ✓ Superannuation rollover tracking and fund escalation follow-ups
  • ✓ Wrap platform account opening across Hub24, Netwealth, and Praemium

Client Correspondence & Filing

Systematic organization of client file notes, compliance documents, and digital records.

  • ✓ Meeting file note entry into Xplan threads and client logs
  • ✓ Signed Authority to Proceed (ATP) archiving and indexing
  • ✓ Financial Services Guide (FSG) and disclosure notice distribution logs
  • ✓ Cloud document management in SharePoint, OneDrive, or SuiteFiles

Third-Party Fund & Insurer Liaison

Handling the time-consuming administrative follow-ups with institutions and government bodies.

  • ✓ Requesting policy schedule extracts and historical transaction reports
  • ✓ Centrelink schedule requests and income/asset update submissions
  • ✓ Fund manager unit transfer and distribution reconciliation follow-ups
  • ✓ General insurer policy confirmation and Certificate of Currency tracking
Software Stack

Direct Software Access with Zero Onboarding Friction

Our financial administrators connect securely via encrypted VDI/VPN directly into your firm's existing software suites. Zero data migration, zero local file downloads.

View Administration Rates →

Supported Practice Systems

  • ✓ Iress Xplan: Client Hub, Threads, Workflows, CommPay, and FDS Wizards
  • ✓ Plutosoft: Client onboarding, digital review packs, and task queues
  • ✓ Midwinter AdviceOS: CRM data entry, fee disclosure registers, and task queues
  • ✓ AdviserLogic: CRM feeds, client portal management, and policy tracking
  • ✓ Document Management: SharePoint, OneDrive, Google Workspace, SuiteFiles, Dropbox Business
Seniority & Rates

Dedicated Financial Administrator Levels

Choose the exact administrative experience level to match your practice requirements.

Junior Financial Administrator

Starting from A$600 / mo

1–2 years experience in financial planning CRM data hygiene and backoffice support.

  • ✓ Fact-find data entry and client profile updates
  • ✓ Meeting note filing and cloud document indexing
  • ✓ Email drafting and standard client correspondence
  • ✓ Basic document collation and policy schedule archiving

Intermediate Financial Administrator

Starting from A$750 / mo

3–5 years experience managing full client review cycles and compliance tracking.

  • ✓ Annual Fee Disclosure Statement (FDS) tracking & generation
  • ✓ Ongoing fee renewal consent pack compilation
  • ✓ Pre-meeting client review dossier compilation
  • ✓ Insurance underwriter requirement chasing & rollover tracking

Senior Financial Administrator

Starting from A$900 / mo

5+ years experience with deep workflow optimization and revenue management.

  • ✓ Complex multi-entity CRM structures (trusts, SMSFs, companies)
  • ✓ CommPay commission and fee revenue reconciliation
  • ✓ CRM workflow automation and thread template setup
  • ✓ Practice operational leadership and junior admin QA review

Financial Administration FAQs

Common questions from Australian advice practices about our dedicated financial administrators, software security, and pod integration.

How do your financial administrators access our practice CRM and document systems? +

Our financial administrators log directly into your existing software (Iress Xplan, Plutosoft, Midwinter, AdviserLogic) via encrypted VDI/VPN connections with two-factor authentication. All client records and correspondence remain strictly hosted inside your sovereign Australian cloud instance with zero local file downloads.

  • ✓ Direct login into your cloud instance with zero data migration lag.
  • ✓ Strict APP 8 sovereign privacy compliance and bilateral confidentiality NDAs.
  • ✓ Integrated with your cloud document systems (SharePoint, OneDrive, SuiteFiles, Google Workspace).
What daily tasks can a dedicated financial administrator handle? +

Our administrators manage the full spectrum of day-to-day practice support: client fact-find entry, CRM data hygiene, Fee Disclosure Statements (FDS) tracking, annual review pack collation, underwriter follow-ups, and fund rollover tracking.

  • ✓ Xplan data entry, thread management, and CommPay revenue reconciliation.
  • ✓ Annual FDS schedule tracking and ongoing fee renewal consent compilation.
  • ✓ Application pipeline management and underwriter requirement follow-up.
Can we combine dedicated financial administrators with paraplanners? +

Yes. Many growing practices engage structured multi-role Pods (from A$1,000/mo) combining dedicated paraplanners and financial administrators with senior QA and account supervision.

  • ✓ POD 1 (Start from A$1,000/mo): 1 Paraplanner + 1 Financial Administrator + QA Supervision.
  • ✓ POD 2 (Grow from A$1,500/mo): 2 Paraplanners + 1 Financial Administrator + QA Supervision.
  • ✓ POD 3 (Scale from A$2,000/mo): 2 Paraplanners + 2 Financial Administrators + QA Team Lead.
What are your working hours and communication channels? +

Our team operates with a 4.5+ hour live working overlap with Australian Eastern Standard Time (AEST). You can communicate directly with your dedicated administrator via Microsoft Teams, Slack, Zoom, or Email for live task handoffs and query resolution.

  • ✓ 4.5 to 5.5 hours daily live collaboration overlap with AEST.
  • ✓ Daily task standups and transparent task tracking queues.
  • ✓ Seamless integration into your internal firm communications.

Ready to streamline your financial administration?

Get your dedicated financial administrator—starting from A$600/month. No lock-in contracts. 30-day exit clause.

View Backoffice Rates → Request Administrator Profile
Important Regulatory & Service Disclaimers

100% Remote BPO Model: MCR Global Financial Advisory Backoffice is a 100% remote Business Process Outsourcing (BPO) service provider operating from India. We provide dedicated operational, administrative, and paraplanning personnel to Australian financial planning practices.

No Financial Advice Provided: MCR Global is not a financial adviser, financial planner, or Australian Financial Services Licensee (AFSL) holder. MCR Global does not provide personal or general financial product advice, financial planning services, or financial recommendations under the Australian Corporations Act 2001 (Cth).

AFSL & Adviser Responsibility: All Statements of Advice (SOAs), Records of Advice (ROAs), strategy working papers, and research documents prepared by MCR Global personnel are drafted under the explicit direction and guidelines of the client practice. The client Australian Financial Services Licensee (AFSL) and its authorised representatives remain solely and legally responsible for reviewing, verifying, approving, and issuing all advice to end clients.

Third-Party Systems & Data Security: Platform names (including Xplan, Plutosoft, Midwinter) are trademarks of their respective copyright holders. MCR Global personnel access client software tools securely via encrypted VDI/VPN connections with zero local data storage.