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Qwrk Outsourcing can support your practice’s Paraplanning needs. Our Paraplanners are overseen by our Support Managers who provide HR support, training and assistance in completing Statement of Advice documents, bespoke to your practice or licensee requirements.
All Statement of Advice (SoA) or Record of Advicev(RoA) documents are checked by our independent and experienced Compliance team, in accordance with your individual licensee requirements.
Read more about our Compliance team here.
Qwrk Outsourcing Paraplanners are trained for a period of 4-6 months prior to being deployed to practices. All of our Paraplanners hold either a Diploma of Financial Planning (DipFP) or Advanced Diploma of Paraplanning (ADPP).
The goal of our Paraplanning team is to free up as much of the Financial Adviser’s time as possible, allowing them to concentrate on connecting with more clients. This allows your inhouse practice staff to focus on client-facing activities, ultimately provided a superior client experience.
Our Dedicated paraplanners are assigned to you on a full time basis. Their role is not just limited to SoA or ROA preparation and modelling, but includes strategy preparation, research and full file construction.
Tasks are allocated based on the needs of the practice. A dedicated model will work best for your practice, if you have a consistent volume of advice documents needing to be produced, or you require additional support for the completion of your client files.
The advice modelling tools that our Dedicated Paraplanners can support include Retiremap, IFF, Dash and Xplan. Our Paraplanners are preparing advice documents utilising IFF, Dash, Xplan, Paradino and Claras.
Qwrk Outsourcing’s experienced Paraplanners integrate seamlessly into your advice process, supporting practices with high quality, compliant, and efficient advice documentation — without compromising turnaround times or standards.
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