Qwrk is an outsourced paraplanning and financial planning administration company, offering a full suite of back office solutions targeted to making Financial Adviser's lives easier. 

Our services include Client Services Officers (Administration for your practice), Paraplanning and Compliance Support.

We have offices in the Sunshine Coast, Queensland Australia and Cebu Business Park, Cebu City, Philippines

Outsourcing

Qwrk.

Qwrk.'s headquarters in Sunshine Coast, Australia

Jo Hall

Jose Paterno Montesclaros

Yel Dormis

This department provides comprehensive paraplanning support and financial documentation services for advisors and clients.

Paraplanning Services

This department focuses on managing client relationships and ensuring customer satisfaction through effective service delivery.

Client Services

This department focuses on managing customer relationships and leveraging data to enhance customer success.

Customer Relationship Management

This department manages employee relations, recruitment, and overall workforce development.

Human Resources

The Client Services Team at Qwrk ensures the smooth administration and operation of financial planning practices. This includes managing client communications, processing paperwork, scheduling appointments, and maintaining compliance with industry regulations. The team acts as the primary point of contact for financial advisers, facilitating seamless back office support to enhance service delivery and client satisfaction.

Client Services Team

The Compliance and Security Team at Qwrk ensures that all financial planning processes adhere to regulatory standards and safeguard sensitive client information. They oversee compliance auditing, implement security protocols, and continuously develop strategies to mitigate risks and enhance data protection for financial advisers.

Qwrk.

Org chart

Teams

Paraplanning Services

Client Services

Customer Relationship Management

Human Resources

Client Services Team

Compliance and Security Team

Offices

Qwrk.

Org chart

Teams

Paraplanning Services

Client Services

Customer Relationship Management

Human Resources

Client Services Team

Compliance and Security Team

Offices

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