Simplify Financial Planning to Increase Client Outcome
Hire Financial
Paraplanner from India
Starting from Just US $14/Hour
Learn Why Hiring VE’s Paraplanners is the Right Decision
Our Numbers Tell the Story
200+
Certified Paraplanners
4000+
Statement of Advice Prepared
700+
Effective Work Paper & Strategy Preparation
12+
Years’ Average Experience
VE Solves the Last of Your Financial Headaches
360o Financial Paraplanning Services
Statement of Advice (SoA)
VE’s professional Paraplanners in India are adept at writing SoAs for your requirements ranging from risk-only plans to comprehensive advice documents involving distinct entities like family trusts and SMSF.
Record of Advice (RoA)
The trained remote Financial Paraplanners from Virtual Employee are capable of assisting you in developing any limited-scope Record of Advice (RoA) so that your clients receive high-quality advice and make wise decisions.
Projections & Modeling
Your outsourced Paraplanner in India can help model the most complex scenarios and provide detailed projection reports if there is any requirement, before you decide to go for a full Statement of Advice (SoA).
Paperwork Implementation
Based on your recommendation and your client's requirements, VE's Paraplanners prepare all documentation. This includes replacement forms, letters of authorization, forms for new product providers, and more.
Research & Tech Support
VE’s dedicated virtual Paraplanners in India are always keen to provide financial advisors with the necessary technical and administrative help as well as knowledge transfer before the initiation of advice construction.
Working Papers & Strategy Notes
Your remote Paraplanners in India are fully aware of the importance of developing strong client relationships and trust; therefore they take care of routine tasks like preparing working papers and strategy notes.
Product Comparisons
Product comparisons are required to ensure every piece of information is legit and viable. Your offshore Paraplanner can help research the benefits and costs of specific products to prepare in-depth comparisons and analysis.
Preparing Technical Reports
Your Financial Paraplanner will conduct product research, obtain illustrations, and use analytical software to review your client's existing arrangements. The research will be reviewed before sending it to the client.
Enhanced Agility to Achieve Smart Automation
Our 4-Step Financial Paraplanning Process at VE
Find Quick Answers to Your Questions
FAQs on Our Bookkeeping Services
There is a functional distinction between paraplanning and financial planning that has to do with how directly the concerned experts communicate with clients.
- Financial planners interact with clients, whereas paraplanners do not.
- People can get advice from paraplanners on their financial plans, objectives, and tactics.
- The majority of paraplanners lack the extensive credentials, education, and training that financial planners do.
Absolutely safe. VE is an ISO 27001:2013 certified and CMMiL3-assessed company that has stringent data security measures in place. Our IT staff comprises 50+ Cisco, Linux, and Microsoft Certified Engineers.
If the administrative burden prevents you from spending enough time with clients and you need additional help with compliance paperwork, analysis, and research, you should think about employing a virtual paraplanner.
To work in complete coordination with your VE Paraplanner, you can use any internet-based tools like MS Teams, Zoom, mail, chat, text, audio/video calls, screen sharing, and remote desktop.
Your selected virtual employee will work “in your time zone” and will be able to change their shift hours to meet your company’s needs. You can request that your virtual Paraplanner works during 1. Your shift hours 2. Overlapping shift hours, or 3. Indian shift hours due to the availability of flexible scheduling. We successfully leverage the time zone difference for the benefit of our clients.
Definitely. Try your remote Paraplanner before you hire with a no-obligation, up to 1-Week Free Trial. If you still need more time to decide whether or not to use our Paraplanners services, you can request a longer trial which would be a paid one.
Hire Financial Paraplanners from VE for Efficient Record & File Management
Over the years, India has been the go-to destination for global financial planners to outsource paraplanning services owing to the vast pool of accounting and finance professionals it produces each year. India has demonstrated its value in the outsourcing industry by aspects including improved data security, highly skilled virtual paraplanners, and a major competitive edge, not just because of the significant cost savings.…
Financial planning is essential for everyone, from single individuals to big corporations. Any financial activity’s goals, rules, budget, and procedures can all be framed with the help of sound financial planning. Determining capital needs and structure is also crucial.
An outsourced Paraplanner would be responsible for analyzing and researching potential financial solutions for clients as well as managing the huge amount of compliance paperwork generated in a financial planning business. Financial planners are then able to focus on more complicated planning requirements while closely interacting with clients to build connections and foster trust while determining their needs and goals.
Financial planners from India can anticipate significant cost savings and increased efficiency as a result of outsourcing, and their offshore team members will make them feel completely supported in their compliance requirements. A variety of jobs can be accomplished by Paraplanners, including but not restricted to:
- Analyzing client requirements
- Researching and advising on appropriate financial products
- Getting financial reporting ready
- Billing clients
- Updating client records
- Observing compliance obligations
- Creating documentation for SOA and ROA
- Financial modelling
- Insurance estimation
Why do Businesses Outsource Financial Paraplanning to India?
When you outsource Financial Paraplanning to India you have more time to develop relationships with your clients and find new clients. Since new regulatory requirements for the finance industry were imposed, this has taken on increased importance. Before they can even think about increasing revenue and business, Financial Planners now need a lot more help with the administrative burden.
Top Benefits of Outsourcing Financial Paraplanning to India
- Efficiency Gain – By delegating transactional paraplanning duties to the offshore team, you give your in-house team the chance to take on more work. Your company’s efficiency and productivity levels will rise by splitting the task across your offshore and onshore workers.
- Cost Reductions – Your organization’s overhead and employee costs will drop considerably, by up to 70%, if you hire an outsourced workforce to help your onshore departments with these paraplanning duties at a fraction of the cost.
- Enhanced Worker Satisfaction – Paraplanning tasks can be time- and labor-intensive. By giving your offshore workforce these monotonous tasks, you’ll observe a rise in employee satisfaction.
- Business Growth – You will be able to give your in-house employees the ability to take on more work by enabling extra capabilities through your offshore crew. This will then result in long-term corporate growth.
Strategies We Prepare at VE
At Virtual Employee, we provide professional outsourced paraplanning services to help financial advisers design and implement complete financial plans because we recognize that this may be a difficult and time-consuming process. The plans include:
- Insurance
- Retirement Planning
- Cashflow Budgeting
- Superannuation
- Investment
- Gearing
- Debt Management
Why You Should Outsource Financial Paraplanning Services to VE in India:
India has been the frontrunner in outsourcing for a very long time, particularly in Paraplanning services. If you are a financial planner and you are spending most of your time on administrative tasks, research, and preparing reports rather than intricate planning requirements, by outsourcing Paraplanning services to Virtual Employee, one of the best Paraplanning businesses in India, you can free up your time so that you can spend more time getting to know your clients’ goals and wants. Our virtual Financial Paraplanners in India can help you serve more and even larger clients by adding more hands to your team.
With research, analysis, and report writing services that seamlessly integrate into your organization, VE’s remote Paraplanner can be of great assistance. Furthermore, your virtual Paraplanner from India will provide you with the accounting and technical expertise you need to create unique financial plans for your clients.
In order to assist you in making wise decisions, your outsourced Paraplanners from India can also give their own assessments and suggestions. Our time-tested methodologies and processes work seamlessly, so you won’t have to reinvent the wheel.
There are a plethora of advantages to working with an outsourcing remote Paraplanning company that focuses on Financial Paraplanning services through outsourcing. There are many reasons why you should choose VE as your Financial Paraplanning outsourcing partner, but here are a few of the most important ones:
- Dedicated in-house Paraplanning team
- No-cost project estimate within 24 hours
- Highly competitive accounting service costs
- Flexible end-to-end accounting support
- 500+ Satisfied clients
- 10+ types of industries served
- 2X faster task completion
- 80% quicker onboarding process
- 100% money-back guarantee
- 24×7 customer support
You can count on our Financial Paraplanners from VE in India to assist you in providing you with a significant competitive edge through outsourcing. Expand your existing workforce with the expertise you need by hiring remote Paraplanners from Virtual Employee, one of the top Financial Paraplanning outsourcing companies in India. Avoid hiring concerns by hiring a virtual Paraplanner to work on your financial tasks from an offshore office in India.