Learn Why Hiring VE’s Paraplanners is the Right Decision

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Our 360° Financial Paraplanning Services

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Tools & Software Used by VE's Expert Paraplanners

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Flexibility. Reliability. Security

What Makes VE Your Ideal Outsourcing Partner

Free Trail

Kick-start your project straightaway with our popular No-Obligation, No-Payment up to 3 days Free Trial. Continue with the same resource if satisfied.

Free Recruitment

Our free, quick, bespoke hiring process helps you save on not just expensive local recruitment fees but also lengthy waiting periods to hire just one resource.

Zero Overheads

Get your own 'remote workplace in India’,. do away with pesky issues such as HR, Admin, Payroll, etc., and only pay your offshore Financial Paraplanner’s salary.

Data Security

As an ISO 27001:2013 certified and CMMiL3 assessed company, VE assures its clients of breach-proof data security and confidentiality at all times.

Streamlining Workflow with Commitment to Quality

Our 4-Step Financial Paraplanning Process at VE

Technical Reports IconPrepare Technical Reports

In order to assess your client’s standing arrangements, your Financial Paraplanner will use analytical software, conduct product research, and gather illustrations.

Once you decide to move on with the provided recommendations and reports, your outsourced Paraplanner will help you with your business’s efficient workflow.

Your dedicated Paraplanners in India prepare and maintain comprehensive client records and files to provide historical context concerning their advice journey.

The remote virtual Paraplanners at VE develop an annual review that incorporates all areas of a client’s financial and personal condition, including any financial planning products.

Step Financial Paraplanning Process at VE
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Barry Cohen Owner of Xplanners Financial Services PTY ltd, Australia

It has made me possible to live the kind of life I wanted. I can travel & run my business.

Barry Cohen
Owner of Xplanners Financial services PTY ltd, Australia
Marion Jayet Finance Manager, Soft Paris Group, UK

We are really happy with Virtual Employee’s finance and accounting team.

Marion Jayet
FiParis Group, UK
Justin DeVirgilio Finance Manager, Pearle Vision, US

She's worked hard and battled through family commitments to provide us the work we need.

Justin DeVirgilio
Finance Manager, Pearle Vision, US

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Read Our Blogs on Accounting Services

Why the Practice of Outsourcing Finance and General Accounting Continues To Boom

Why the Practice of Outsourcing Finance and General Accounting Continues To Boom

Businesses have been preferring to outsource finance and general accounting right from the onset...

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Daya Mukherjee - VE's Content Head
By Daya Aug 18, 2021
Outsource Accounting Services to Scale New Heights

Outsource Accounting Services to Scale New Heights

It has been noticed that companies are becoming more efficient, profitable, and competitive by choosing to ship...

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By Shaunvir Singh Oct 01, 2022
Should You Outsource Your Finance and Accounting Operations?

Should You Outsource Your Finance and Accounting Operations?

What is one of the most important factors that contributes to the slow-paced growth of an organization...

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Daya Mukherjee - VE's Content Head
By Daya May 09, 2021
Answering Common Client Queries

FAQs on Our Financial Paraplanning 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 3 days 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.

    3500+ Clients in 48 Countries Have Accelerated Their Business Growth with VE’s Experts. You Could Be Next!