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Outsource Paraplanning Services to India

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.

6 Reasons to Outsource Paraplanning Services to India
  • Above 70% cost savings

  • Highly-skilled certified financial planners

  • Improved client engagement

  • Customized financial plans

  • Enhanced workload management

  • Efficient files & records management

Financial Paraplanning

Simplify Financial Planning to Increase Client Outcome

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.

Comprehensive Financial Paraplanning Services

Ensure Accurate, Compliant and Presentable Documents

Statement of Advice (SoA)

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.

Record of Advice (RoA)

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.

Projections & Modeling

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.

Research & Tech Support

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.

Working Papers & Strategy Notes

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.

Product Comparisons & Analysis

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.

Tools and Software Used by VE’s Expert Paraplanners

The Perfect Tech Stack to Drive Positive Results

6 Benefits of Outsourcing Paraplanning Services to VE

Your Doorway to Additional Assistance During Busy Periods

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.

  • Free Trial

    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.

  • Extensive Western Firm Experience

    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.

  • Data Security

    VE’s assures its clients of breach-proof data security and confidentiality being an ISO certified and CMMiL3 assessed company.

  • Free Bespoke Recruitment

    Save thousands of dollars in expensive local recruitment fees and long waiting periods for just one hire with VE’s expert recruitment team.

  • Easy Communication

    Reach out to your remote paraplanner promptly through robust communication systems like Teams, email, telephone, video conference, etc.

  • Zero Overheads

    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’.

Our Flexible Hiring Models

Expert Paraplanning Tailored to Your Needs

VE understands the hiring needs of your business and allows you to switch seamlessly between these models whenever you want.

Hire a Financial Paraplanner

  • Dedicated Model

    Hire a remote paraplanner who works exclusively for you. Get complete control over your financial paraplanning activities.

  • Team Model

    Now, you can hire a team of dedicated virtual paraplanners and get one senior team lead completely free.

  • Hourly Model

    Considering the workload, you can go for the hourly hiring model. Purchase bulk hours and enjoy our pay-as-you-consume model.

Our Experienced Team of Paraplanners

Helping You Make Informed Financial Decisions

Industry-Specific Paraplanning Services

Customized Paraplanning for Every Business and Domain

Manufacturing

Automotive

Education

Finance

Retail

Consumer Goods

Media

Public Sector

Communications

Hospitality

Transportation

Healthcare

View More

Appreciation from Clients Around the World

For Paraplanners Who Believe Yesterdays Count as Much as Tomorrows

4-Step Financial Paraplanning Process at VE

Commitment to Quality with a Streamlined Workflow

  • Prepare Technical Reports

    VE’s financial paraplanner will utilize analytical software, perform product research and acquire illustrations for reviewing a client’s standing arrangements.

    01
  • Implement Recommendations

    Your outsourced paraplanner will facilitate the business’s smooth processing once you agree to go ahead with the laid recommendations and reports.

    02
  • Manage Compliant Client File

    Our professional paraplanners in India prepare and maintain comprehensive client records and files to deliver historical context concerning their advice journey.

    03
  • Prepare Annual Reviews

    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.

    04

Hire a Financial Paraplanner

Professional Paraplanners Available to Hire Instantly

Benefit from VE’s Bespoke Recruitment Service

Brief Us

What kind of paraplanning tasks are you looking for?

Take Your pick

Receive screened CVs of our shortlisted virtual paraplanners.

Choose Your Team

Interview/test selected candidates via phone or video conference.

Get Going

Happy with the results? Hire them straightaway and start instantly.

Financial Paraplanning FAQs

Get the Answers to Your Queries Here

What is the difference between financial planning and paraplanning?

There is a functional difference between paraplanning and financial planning, which involves how directly they interact with clients.

  • Paraplanners have no contact with clients but financial planners do.
  • Paraplanners offer guidance to people concerning their investment plans, goals and strategies.
  • Financial planners hold advanced credentials, qualifications and education than most paraplanners.

When should I hire a financial paraplanner?

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.

What are the key qualities of a paraplanner?

Your future paraplanner should have the following qualities and skills:

  • Profound understanding of financial planning
  • Analytical skills for financial research and analysis
  • Keen attention to detail and administrative skills
  • Excellent written and verbal communication skills

View More FAQs

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