Statement of Advice
Effective Work Paper & Strategy Preparation
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.
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.
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).
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.
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.
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
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.
A highly motivated and versatile financial expert with good knowledge in planning, Financial Reporting, Work paper preparation, and Financial Accounting.
Have extensive experience in paraplanning and clients relationship. Detailed-oriented and self-motivated professional with great analytical and organizational skills.
Highly experienced in Financial Accounting, pre-planning, and Financial planning Reporting, with specialization in the latest planning tools.
Kick-start your project straightaway with our popular No-Obligation, No-Payment up to 1 Week Free Trial. Continue with the same resource if satisfied.
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.
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.
As an ISO 27001:2013 certified and CMMiL3 assessed company, VE assures its clients of breach-proof data security and confidentiality at all times.
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.
It has made me possible to live the kind of life I wanted. I can travel & run my business.
We are really happy with Virtual Employee’s finance and accounting team.
She's worked hard and battled through family commitments to provide us the work we need.
No card details required.
Senior team lead assistance.
Keep all the work. It's yours.
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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:
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.
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:
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:
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.