Paraplanners have to do most of the grunt work preparing plans and reports based on information collected for financial planners. The cost of hiring a paraplanner in Australia is extremely high. Thankfully, there’s a solution.
We provide financial advisors with much needed support as an outsourced paraplanner at a fraction of the cost.
- Grow your paraplanning business with no head count additions in Australia
- Access well trained paraplanners at minimal cost
- We engage in a structured process to meet your SLA
- We utilise inbuilt quality control processes
- Rest assured with our security controls and data protection
Financial planners can rely on our quality results and our service quality is ensured through service level agreements and agreed upon standards.
Statement of Advice (SOA) Preparation
Preparing SOAs is at the core of our paraplanning services because it is not only an essential and comprehensive communication piece but also a personalised road map for your clients.
The SOA forms the basis of financial advice going forward. Thus, at BPO Connect, our team works diligently to ensure accuracy.
We work closely with you to get to know your processes for compiling SOAs so we can act as an extension of your team.
Our paraplanning division works according to your templates, using the fact find and your notes as guide. Our onshore paraplanners review for quality and accuracy as part of our local and offshore delivery model.
Because information is consolidated in the cloud
- We can provide additional SOA-related services, ie: writing SOAs for insurance, etc.
- It is easier to establish SMSFs as required and for ongoing administration
- You and your clients can see this information in real-time
Need assistance with SOA preparation? Talk to our team today. Leave us your details to get in touch.
Benefits of Outsourcing your Accounting Back Office
BPO Connect provides near unlimited resource capacity combined with greater staff cost efficiencies to scale your accounting firm as you grow.
By capitalising on technology and access, we deliver end-to-end workflow management solutions via our global team.
With local account managers who get you and experienced professionals with command over multiple accounting platforms, what’s not to love?
What sets BPO Connect apart?
Best practice tech
Data stays in
Low cost; flexible
Make a change to a connected world
- Free yourself from tedious bookkeeping and administration by relying on better workflow systems and our team of qualified accountants.
- Stay informed. Our snapshot reports are easy to understand without having to know the jargon.
- Get back your time. Sleep well knowing your data is secure, yet accessible 24/7.
- Use your newfound freedom to spend more time with clients.
- Apply your savings to the things that matter most to help your business grow.
Don’t just take our word for it. Read what our clients say.