Paraplanning Assistant
Roles.
Offshore 24/7 helps financial planning firms, wealth management practices, and independent advisers build dedicated support teams. Hire experienced Paraplanning Assistants to prepare Statements of Advice (SOAs), conduct investment research, and ensure strict compliance.
Our assistants integrate directly into your financial planning software—collaborating seamlessly with your advisers to improve efficiency, speed up turnaround times, and deliver an exceptional client experience.
Trusted by Growing Businesses Worldwide
Support the delivery of accurate & compliant financial advice
Essential Paraplanning Assistant Skills
In the highly regulated financial planning sector, delayed SOAs, inaccurate data analysis, and poor compliance documentation can slow down advisers, reduce profitability, and risk client trust.
Offshore 24/7 provides highly analytical Paraplanning Assistants who expertly manage statement preparation, perform detailed investment research, and seamlessly support your advisers in delivering top-tier wealth management services.
Education & Training
- Bachelor's degree in Finance, Financial Planning, Business, or a related discipline is preferred.
- Strong written and verbal English communication.
- Excellent analytical, research, and documentation skills.
- Knowledge of financial planning principles, investment products, and regulatory requirements.
Ideal Experience
- 2–5 years in paraplanning, financial planning support, or wealth management.
- Experience preparing Statements of Advice (SOAs) and client documentation.
- Familiarity with financial planning software and investment research tools.
- Experience supporting financial advisers in a regulated environment.
Core Technical Skills
- SOA preparation and financial planning documentation.
- Investment research and financial modelling.
- Client data analysis and strategy support.
- Compliance documentation and adviser support.
Performance Metrics
- Business Outcome: Support the delivery of accurate and compliant financial advice.
- Operational KPIs: SOA turnaround time, documentation accuracy, compliance rate, implementation turnaround, adviser productivity, client review completion.
- Operational Excellence: Deliver high-quality paraplanning support that improves adviser efficiency, compliance, and client service.
Tech Stack Alignment
Key Tools & Platforms
Our Paraplanning Assistants operate fluently within industry-standard financial planning software, investment research tools, and CRM platforms.
Financial Planning & CRM
Expert modeling and client management using Xplan, AdviserLogic, Midwinter, Salesforce, HubSpot, and Microsoft Dynamics 365.
Investment Research
Supporting strategy and product comparison via Morningstar Adviser Workstation, Lonsec Research, and FE fundinfo.
Reporting & Collaboration
Producing clear documentation and communicating effectively via Microsoft Excel, Power BI, Microsoft Word, Microsoft Teams, and Slack.
Engagement Process
From brief to operational support in days
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Your Brief
Tell us your firm's advice software (e.g., Xplan), research tools, average SOA volume, and specific compliance requirements.
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Receive Shortlist
We shortlist 2–3 pre-vetted paraplanning assistants matched to your technical environment and advice strategies within 48 hours.
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Interview & Assess
Meet candidates, evaluate their financial modelling skills, SOA experience, and ability to communicate complex advice clearly.
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Onboard & Go Live
We handle hardware, contracts, secure system access, and NDAs so your hire can immediately connect to your CRM and begin preparing advice documents.
Answers
Frequently Asked Questions About Hiring Offshore Paraplanning Assistants
What types of organizations hire offshore Paraplanning Assistants?
Financial planning firms, wealth management practices, independent financial advisers, and advisory dealer groups hire offshore paraplanners to scale their back-office support and handle the heavy administrative load of SOA production.
What background and experience do candidates typically hold?
Candidates generally hold bachelor's degrees in Finance, Financial Planning, or Business, backed by 2 to 5 years of practical experience preparing financial advice documents, running investment scenarios, and navigating compliance regulations.
Are candidates skilled in standard financial planning software?
Yes. Proficiency in leading platforms like Xplan, AdviserLogic, and Midwinter, alongside research tools like Morningstar and Lonsec, is rigorously evaluated during our candidate screening process.
How do remote paraplanners collaborate with onshore advisers?
They operate directly within your CRM and planning software, communicating daily via Microsoft Teams or Slack to discuss strategy instructions, clarify fact-finding details, and submit completed SOAs for final review.
How is sensitive client financial data protected?
We ensure strict compliance through non-disclosure agreements (NDAs) that align with financial industry regulations. Assistants access your systems via highly secure enterprise VPNs, utilizing multi-factor authentication (MFA) to safeguard client information.
Transparent Pricing
All-inclusive rates. Expert financial support without hiring complexity.
One predictable monthly rate covers compensation, payroll, HR, equipment, account management, and operational support infrastructure. No recruitment fees. No hidden setup costs.
