Outsourced Paraplanning Services

Dedicated offshore paraplanners supporting advice preparation and strategy modelling delivered through a professionally managed outsourced service model

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WHAT WE PROVIDE

Dedicated and qualified paraplanning staff

Full time paraplanning staff

Full time paraplanning staff working dedicated and exclusively in your business

Fully managed operation

All staff are trained, supervised by managers with built in quality, security and compliance procedures

Australian verfiable experience

All staff are qualified with verifiable advice industry experience and technical knowledge

HOW IT WORKS

How our Financial Planning BPO Services Work

Australian Paraplanning Specialist

We provide full-time, dedicated offshore paraplanners who work within your systems to support advice preparation, strategy modelling and report generation. We have two full time BPO service models:

Full Time Staff Engagements for small businesses

Pod Engagements for enterprise firms

How our operation works

Our paraplanning solution is professionally managed by us to deliver on workflow, QA, training, security, compliance, HR and much more as one simple consolidated service.

India BPO full time offshore staff operations

Fully managed model built in security and compliance

QA processes and peer-reviewed deliverables

How our Financial Planning BPO service works

SERVICE STRUCTURE

Choose the staff experience level

Junior Paraplanner

Verifable advice industry experience

3 months - 2 years experience

Best for

Simple and straightforward advice

Report and document generation

Investment-only advice scenarios

Intermediate Paraplanner

Verifable advice industry experience

2 years - 4 years experience

Best for

Range of advice complexities

Insurance needs and recommendations

Medium complexity financial modelling

Senior Paraplanner

Verifable advice industry experience

4+ years experience

Best for

Complex holistic advice preparation

Detailed scenario projection modelling

Aged care, SMSF and trust structures

Which paraplanner do I need?

RESULTS

Paraplanning Results You Can Expect

When you can expect in deliverables turnaround times and quality assurance controls when you engage Felcorp for paraplanning outsourcing services.

Delivery

Expectation

Simple Job Turnaround*

Within 24 hours

Intermediate Job Turnaround*

Within 48 hours

Complex Job Turnaround*

Within 48-72 hours

Efficiency

Expectation

Document Accuracy

97% documents submitted without rework

Simple Job Average Time*

3 hours

Intermediate Job Average Time*

6.5 hours

Complex Job Average Time*

10 hours

Quality Assurance

Description

QA Manager Review

100% of specified deliverables reviewed by QA management

Monthly Reporting

Full timesheet reporting on all completed deliverables by Felcorp

Service Level Agreement (SLAs)

Option to implement performance-based SLAs

These times are indicative and may not represent the actual results for you. For agreements around performance milestones, we recommend setting up a Service Level Agreement (SLA). Please see our Felcorp SLA options article for more information.

SERVICE SCOPE

Paraplanning Duties and Scope of Work

Retirement Planning

Pension, rollover and wealth accumulation strategies

Insurance

Insurance needs analysis covering life, TPD, trauma and income protection

Scenario Modelling

Modelling of cashflow, retirement and net wealth scenario outcomes

Platform Comparisons

Analysis of platform fees, features, investment menus and functionality

Investment Analysis

Assessment of investments against risk profiles and performance history

Product Research

Side‑by‑side analysis of products, fees, and replacement costs

Advice Document Creation

Preparation of advice documents and strategy presentations

Data & File Preparation

Completion of fact‑find data and preparation of paraplanning file notes

Implementation Packs

Creation of implementation schedules and review packs

Paraplanning Duties

SOFTWARE

Industry Software We Work With

Learn more about our capabilities and support on industry software and systems.

Software Resources

TESTIMONIALS

Trusted by 50+ financial services businesses

Businesses trust Felcorp because we deliver tailored solutions to each client engagement that addresses their individual concerns.

I had a wonderful experience working with the team. They were always responsive and attentive and provided us the results we needed. They were very dedicated & professional in their approach.

Poonam K

November 2024

The level of staff produced, open transparency with what is going on in the office in India. The staff talk highly of the organisation means I am comfortable that the organisation is not a sweat shop.

Mark K

November 2024

The team at Felcorp are "World Class". I would be lost without their support!