Create more capacity and drive maximum efficiency with qualified and affordable outsourced paraplanning.
Financial planners are under more strain than ever due to rising costs and skills shortages. Many are finding that their day is consumed with low-level administrative tasks that distract them from more critical matters such as growing their client base.
Our outsourced paraplanning team becomes an extension of your team to help drive maximum efficiency and profitability. Our RG146-Certified specialists provide you with SoA preparation, paraplanning support, and other services across both simple and complex strategies for a fraction of the local cost.
No complicated implementation. No recruitment or training. Our plug and play methodology means zero downtime in job delegation.
Our RG146-Certified specialists provide you with end-to-end SoA outsourcing services that include:
Running out of time? We have incredibly quick turnaround rates.
Our outsourced paraplanning teams can return:
We’ve completed over 25,000 SoAs and our teams are experts in using tools like Xplan, AdviserLogic, COIN, Midwinter, and Plutosoft.
Your clients remain covered at all times as our outsourced paraplanning team:
Focus your time on your clients rather than sending emails back and forth or waiting on hold.
Our teams will:
Our outsourced paraplanning team provides a diverse array of advisor support services that include:
Customise your SoA and paraplanning services package to your needs.
You have the choice to engage:
ISO 27001:2013-certified security frameworks and practices mean your client data is absolutely safe as houses at all times.
Hiring costs are going up as it gets harder to find qualified staff – which means that profit margins are growing smaller for many financial planning firms. And as clients keep putting downward pressure on costs, something’s got to give.
SuperRecords has been providing end-to-end paraplanning services to Australian financial planners for more than 17 years. When you partner with Super Records, you can be confident you’re working with industry experts and experienced Paraplanners, supported by a highly knowledgeable management team, the latest technology, and proven dynamic processes and procedures.
Will update section with case studies and webinars link once uploaded them all.
Outsourced paraplanning services include any administrative tasks that financial planners want to delegate to other staff so that they can free up their time to focus on more critical work. SuperRecords provides services such as SoA preparation, fund investment, correspondence with underwriting teams, and more.
Outsourced services typically cost 50% less than local resources. By working with an offshore team, you save on costs such as recruitment, training, and paying high local wages.
Only candidates with a minimum post-graduate qualification or MBA in finance are selected to join our paraplanning teams. All our managers are RG146-certified and complete 40 CPD requirements annually.
For quality assurance, we also employ an experienced and dedicated review team to quality-check all jobs before we send them for your final review.
Our paraplanning team regularly uses software like Xplan, Midwinter, AdviserLogic, and Plutosoft.
We also have our own dedicated Centre for Excellence which focuses on process automation (including Robotic Process Automation) and optimum use of the technology and tools available.
We pride ourselves on our simple and fast implementation. There’s no adoption of new software, and we have the people power and technology ready to start as soon as you are. We’ll provide a short training session on how to use our initiative Workflow Portal, then you’re ready to start delegating paraplanning work.
In fact, 79% of our clients were up and running with us in less than 7 days.
We’ve completed over 25,000 SOAs for dealer groups and self-licensed advisors, and are experienced in both simple and complex SOA preparation.
When you partner with SuperRecords you can be confident you’re delegating work to a reliable, qualified team with access to the latest technology, and proven dynamic processes and procedures.
Runaway Overheads
Qualified resources costs go up and up, but clients put constant downward pressure on costs.
Brain Drain
It’s hard to get people qualified, trained and experienced – so you’re leaving money on the table
Risky Business
Using the cloud is one thing, using the cloud through third parties is another, and nothing spells risk like client data.
No complicated implementation. No recruitment or training. Our plug and play methodology means zero downtime in job delegation.
of our clients rate our onboarding as fast and easy
of our clients find SuperRecords easy to work with
of our clients are up and running in less than 7 days
We don’t just connect you with resources. We take on the risks of staff management, training and quality assurance. Fast, flexible, reliable and affordable.
79% of our clients are up and running in less than 7 days
ISO27001 certification to ensure iron clad security of all data
Pay per job, enabling you to scale up and down as needed
Status of all tasks at your fingertips in real time
You delegate the work and we take care of all staff management
Centre of Excellence division to ensure ongoing staff training and keep knowledge up to date
Application of RPA to connect unrelated software and maximise efficiency
All work is subject to our internal quality checks before being delivered to you
Hear from our happy clients:
SuperRecords provide a great service that assisted our business to grow and operate efficiently. Staff are professional and well trained.
Nick O
Senior Finance Consultant, Orium Finance
SuperRecords has delivered superior service in every instance and I have no hesitation recommending them to other financial planning firms.
Julie N
Step Up Financial Group
Your willingness to go to any length and commitment to get the job done to the best of your ability has taken our firm to the next level of operational compliance and client service.
Lisa B
Aspire Wealth
See how SuperRecords can improve efficiency, capacity, and profitability in your practice.