Paraplanning Services by "Ex-Financial Planner"
Financial planning industry is highly demanding. As a financial adviser, you need to conduct detailed research, create reports, and provide evidence for each recommendation. These tasks take time and make it difficult to manage multiple clients simultaneously, which, in turn, limits the firm’s capacity for business growth.
Best to get assistance from outsourcing experts. Veda Outsourcing Solution has skilled paraplanners who can start supporting your business from day one without any training.
Dedicated Paraplanners on Request
In today’s fast-paced business world, responsive support is crucial. Veda Outsourcing Solution offers tailored Virtual Receptionist Service, designed to enhance business productivity while delivering exceptional customer service through proficient call handling and assistance.
Many financial service businesses are either facing high workloads or unable to deliver customer service as they desire, which is why it’s best to get assistance from outsourcing experts. We offer Virtual Assistant Services, providing skilled staff to help streamline your business operations.
Dedicated Paraplanners on Request
Software Trained
Our paraplanners are well-trained in using all standard industry software.
Ongoing Training
Our paraplanners undergo consistent training to stay up to date with the latest practices.
Quick Turnaround
Our turnaround time for statement of advice documents are 5-7 business days.
Australia Servers
Our servers are based in Australia to ensure your data remains within the secure borders of Australia.
Quality Assurance
All advice documents undergo thorough internal quality checks to ensure they meet industry standards before being delivered to you.
Service Type
You can choose our paraplanning services on a part-time, full-time, or ad-hoc basis.
Ad-Hoc Paraplanning Services
In addition to the services mentioned above, we also provide ad-hoc paraplanning requests. Our ad-hoc paraplanning services have no minimum requirements, so you only pay for the services you need. Furthermore, we will provide you with a detailed breakdown of all costs upfront, ensuring that there are no hidden fees or surprises.
Quality Assurance Check
Your ad-hoc paraplanning work undergoes our own internal reviews and checks before being sent to you for review. This process ensures levels of accuracy and efficiency.
In today’s fast-paced business world, responsive support is crucial. Veda Outsourcing Solution offers tailored Virtual Receptionist Service, designed to enhance business productivity while delivering exceptional customer service through proficient call handling and assistance.
Many financial service businesses are either facing high workloads or unable to deliver customer service as they desire, which is why it’s best to get assistance from outsourcing experts. We offer Virtual Assistant Services, providing skilled staff to help streamline your business operations.
What you need?
- Resident visa to a new passport.
- A variation of your resident visa.
- Transfer permanent resident visa
Testimonials
Feedback from our Clients
“Veda gets what financial planners need. Their cloud-based outsourcing is easy to use and super secure. They’ve helped me streamline my work and grow my business without hiring more staff. My profit margins are better than ever—5 stars all the way!
“I was drowning in paperwork until I found Veda. Their outsourcing services are a game-changer for financial planners. They’re fast, trustworthy, and helped me save a ton on operational costs. Now I focus on advising clients, not managing tasks. Five stars for sure!”
“Veda Outsourcing Solution has transformed my financial planning business! Their team handles my admin and compliance tasks through their secure cloud system, saving me hours every week. I’ve cut costs and taken on more clients, boosting my profits. Couldn’t ask for better support—5 stars!”
Our Paraplanning Services
SoA/ROA Tasks
Pre-SoA Research & Post-SoA Tasks
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Multiple Licenses & AFSL's
Contact us today to learn more about how our virtual reception can assist your business.