Prepare Technical Reports
VE’s financial paraplanner will utilize analytical software, perform product research and acquire illustrations for reviewing a client’s standing arrangements.
Over the years, India has been the go-to destination for global financial planners to outsource paraplanning services owing to the massive pool of accounting and finance professionals it produces every year. Not just for significant cost savings, India has proved its worth in the outsourcing arena with factors like higher data security, highly-skilled virtual paraplanners and serious competitive advantage.
Above 70% cost savings
Highly-skilled certified financial planners
Improved client engagement
Customized financial plans
Enhanced workload management
Efficient files & records management
Are you a financial planner spending most of your time on administration, research and report writing instead of complex planning requirements? Free up your time by outsourcing paraplanning services to Virtual Employee, one of the best paraplanning companies in India and work closely with your clients to identify their objectives and needs better. Adding more hands to your team, our financial paraplanners in India can help you cater to more and even bigger clients.
VE’s remote paraplanner can help with research, analysis and report writing services that plug flawlessly into your business. Not just that. Our dedicated virtual paraplanners are armed with the apt accounting and technical skills to help create custom financial plans for your clients. Your outsourced paraplanners can also deliver their own analyses and recommendations to help you make informed decisions. Our time-tested processes and methodology work seamlessly so you won’t need to invent your own.
VE’s professional paraplanners in India are adept at writing SoAs for any requirement ranging from risk-only plans to detailed advice documents involving distinct entities like family trusts and SMSF.
Unsure if an RoA or SoA would be required? The certified remote financial paraplanners from VE can help create any limited scope RoA/SoA to suit your business requirements.
Your outsourced virtual paraplanner can help model different scenarios and provide comprehensive projection reports if you need, before you decide to go for a full SoA.
VE’s dedicated virtual paraplanners are always keen to offer the required technical support and impart knowledge to financial advisors before the initiation of advice construction.
Our remote paraplanners duly understand a financial planner’s need to foster client relationships and trust so they take care of basic tasks like preparing strategy notes and working papers.
Your outsourced paraplanner can help research the features and cost of specific products and deduce whether you have a rightful basis for switching Super or Insurance products.
Offshore paraplanning services have become important particularly with the introduction of new regulatory requirements in the finance sector. VE provides a complete outsourcing solution for financial planners, offering the opportunity to save time, money and resources whilst focusing on business growth.
Unsure whether we are the right fit? Try us before you hire. Assess the calibre of your dedicated virtual paraplanner with a no-obligation 1-week free trial.
VE’s professional paraplanners in India have worked exclusively with global clients, mainly in the US and UK and are adept at the latest technologies.
VE’s assures its clients of breach-proof data security and confidentiality being an ISO certified and CMMiL3 assessed company.
Save thousands of dollars in expensive local recruitment fees and long waiting periods for just one hire with VE’s expert recruitment team.
Reach out to your remote paraplanner promptly through robust communication systems like Teams, email, telephone, video conference, etc.
At VE, you can side-step the pesky issues like employee benefits and only pay your outsourced paraplanner’s salary to get your own ‘offshore office in India’.
VE understands the hiring needs of your business and allows you to switch seamlessly between these models whenever you want.
Hire a remote paraplanner who works exclusively for you. Get complete control over your financial paraplanning activities.
Now, you can hire a team of dedicated virtual paraplanners and get one senior team lead completely free.
Considering the workload, you can go for the hourly hiring model. Purchase bulk hours and enjoy our pay-as-you-consume model.
Manufacturing
Automotive
Education
Finance
Retail
Consumer Goods
Media
Public Sector
Communications
Hospitality
Transportation
Healthcare
VE’s financial paraplanner will utilize analytical software, perform product research and acquire illustrations for reviewing a client’s standing arrangements.
Your outsourced paraplanner will facilitate the business’s smooth processing once you agree to go ahead with the laid recommendations and reports.
Our professional paraplanners in India prepare and maintain comprehensive client records and files to deliver historical context concerning their advice journey.
The dedicated virtual paraplanners at VE design an annual review to incorporate all areas of a client’s financial and personal condition counting the financial planning products if any.
There is a functional difference between paraplanning and financial planning, which involves how directly they interact with clients.
As a financial planner, you should consider hiring a virtual paraplanner if you don’t get ample client time owing to the administrative burden and require more assistance with compliance paperwork, analysis, and research.
Your future paraplanner should have the following qualities and skills:
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