Help Your Advisers
Spend More Time Advising.
A dedicated Paraplanning Assistant prepares advice documentation, conducts financial research, coordinates implementation, and supports compliance so your advisers can focus on delivering exceptional client outcomes.
Trusted by Growing Businesses Worldwide
BUILD EFFICIENT ADVICE OPERATIONS
What Our Paraplanning Assistants Actually Do
Exceptional financial advice begins with exceptional preparation. Our Paraplanning Assistants support every stage of the advice process by preparing documentation, conducting research, coordinating implementation, and maintaining compliance so your advisers can deliver outstanding client outcomes.
Common responsibilities
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Prepare Advice Documentation
Draft Statements of Advice (SOAs), Records of Advice (ROAs), review documentation, and implementation paperwork that supports compliant financial advice.
Conduct Financial Research
Research investment products, insurance solutions, superannuation options, legislative changes, and market information that supports adviser recommendations.
Support Advice Preparation
Gather client information, update financial data, prepare modelling inputs, review fact finds, and organise documentation before client meetings.
Coordinate Advice Implementation
Prepare application forms, liaise with product providers, monitor implementation progress, and help ensure advice recommendations are completed efficiently.
Support Compliance
Maintain compliant client files, prepare audit documentation, complete file checks, and organise records that support regulatory obligations.
Improve Advice Operations
Standardise advice preparation workflows, strengthen documentation quality, improve file management, and streamline operational processes across your advice team.
Instead of asking your financial advisers to balance client meetings with documentation, research, compliance, and implementation, you gain a dedicated Paraplanning Assistant who keeps your advice preparation organised, compliant, and moving efficiently.
WHY FINANCIAL PLANNING FIRMS HIRE A PARAPLANNING ASSISTANT
Great financial advice begins long before the client meeting.
Behind every quality recommendation is accurate research, organised documentation, compliant processes, and efficient implementation. Dedicated paraplanning support helps advisers increase client capacity, accelerate advice delivery, and maintain the quality clients expect.
Increase Adviser Capacity
Free advisers to spend more time building relationships, providing strategic advice, and growing the business.
Deliver Advice Faster
Reduce turnaround times for Statements of Advice, client reviews, and implementation activities.
Strengthen Advice Quality
Maintain consistent documentation, thorough research, and organised preparation across every client engagement.
Support Compliance
Maintain accurate advice records and documentation that support regulatory obligations and audit readiness.
Improve The Client Experience
Deliver advice more efficiently through organised preparation, timely implementation, and responsive operational support.
Reduce Hiring Costs
Save 40–70% compared to equivalent local hiring while strengthening your advice operations.
Lower labour costs are only one advantage. The real value comes from building dependable paraplanning support that improves adviser productivity, accelerates advice delivery, strengthens compliance, and creates capacity for sustainable business growth.
How Offshore 24/7 Makes It Easy
Get started in days, not weeks.
Bringing an offshore Paraplanning Assistant into your practice should feel straightforward. Offshore 24/7 manages recruitment, onboarding, and integration so your specialist becomes a productive member of your advice team from day one.
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1
We Understand Your Advice Workflow
We learn how your practice prepares financial advice, manages compliance, and supports advisers to identify where dedicated paraplanning creates the greatest impact.
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2
We Match You With The Right Specialist
We recruit experienced Paraplanning Assistants who understand financial planning, advice preparation, compliance requirements, and modern advice platforms.
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3
We Get Them Productive Quickly
Your specialist integrates into your team and begins preparing advice documentation, conducting research, coordinating implementation, and supporting advisers from day one.
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4
We Support And Scale As You Grow
Scale your advice operations as your client base, adviser team, and advice volumes continue to grow.
Frequently Asked Questions
What does a Paraplanning Assistant do?
A Paraplanning Assistant prepares financial advice documentation, conducts research, coordinates implementation, maintains compliance records, and supports financial advisers throughout the advice preparation process.
When should I hire a Paraplanning Assistant?
Hire a Paraplanning Assistant when advisers are spending too much time preparing documentation, advice turnaround times are increasing, client demand is growing, or your practice needs dedicated operational support.
What software do Paraplanning Assistants commonly use?
Paraplanning Assistants commonly work with Xplan, AdviserLogic, Midwinter, intelliflo, Salesforce, HubSpot, Morningstar Adviser Workstation, Microsoft 365, Adobe Acrobat, and other financial planning and CRM platforms.
How is a Paraplanning Assistant different from a Financial Adviser?
A Financial Adviser provides licensed financial advice, develops recommendations, and manages client relationships. A Paraplanning Assistant prepares the documentation, research, modelling, and implementation support that enables advisers to deliver advice efficiently.
How is a Paraplanning Assistant different from a Client Services Officer?
A Client Services Officer focuses on client administration, appointments, and ongoing communications. A Paraplanning Assistant specialises in advice preparation, product research, compliance documentation, and implementation support.
Can a Paraplanning Assistant prepare Statements of Advice (SOAs)?
Yes. Experienced Paraplanning Assistants prepare Statements of Advice (SOAs), Records of Advice (ROAs), supporting documentation, implementation paperwork, and research materials under the supervision of licensed financial advisers.
Is this role suitable for offshore support?
Yes. Advice preparation, financial research, compliance support, documentation, file management, and implementation coordination can all be effectively delivered using cloud-based financial planning platforms and secure collaboration tools.
Which responsibilities should remain with licensed Financial Advisers?
Licensed Financial Advisers remain responsible for client relationships, financial recommendations, strategic advice, and regulatory accountability. Your Paraplanning Assistant manages the operational work that supports efficient, compliant advice delivery.
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What Our Clients Say About Us
Hundreds of Australian businesses have used Offshore 24/7 to hire offshore staff in the Philippines — from their first virtual assistant to full offshore departments. Here's what they say.
"Working with Offshore 24/7 has been a fantastic experience for us. We’ve brought five new team members on board through them, and I couldn’t be happier with the results. Each of our new hires has shown a strong work ethic and fits in perfectly with our team. Ben and Jen, our go-to contacts, have been incredible throughout the entire process. They’re always just a call or email away and have been incredibly supportive and responsive. Their dedication really made the hiring process smooth and stress-free. If you’re looking for a reliable staffing partner, I strongly recommend Offshore 24/7. They’ve been a game-changer for us!"
Apartments Plus & The Property Business
"Working with Offshore 24/7 has been an outstanding experience for our company. Their professionalism and deep understanding of our needs led to the perfect placement of an exceptional staff member who has significantly contributed to our team's success. From the outset, Offshore 24/7 took the time to thoroughly understand our company culture and specific requirements. They provided a curated list of candidates, each of whom was not only highly qualified but also a great fit for our team. Their keen insight and attention to detail were evident throughout the recruitment process. Highly recommend the team at Offshore 24/7 when looking to place a staff member located overseas."
Aussie Property
"We were struggling to find a reliable lead generation partner until I discovered Offshore 247. Their team's expertise and dedication transformed our sales pipeline, within weeks, we saw a significant increase in qualified leads, resulting in substantial revenue growth, Offshore 247's professionalism, communication, and customized solutions exceeded my expectations, their ability to understand our unique needs and adapt their strategies accordingly has been invaluable, we highly recommend Offshore 247 to any business seeking efficient and effective lead generation solutions, their partnership has been a game-changer for our company."
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