Struggling to meet demand as deadlines get tighter?
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.
Achieve efficiency and accuracy with outsourced paraplanning
Get up and running fast so you can reach your business goals quicker.
No complicated implementation. No recruitment or training. Our plug and play methodology means zero downtime in job delegation.
We take care of all your SoA needs
Our RG146-Certified specialists provide you with end-to-end SoA outsourcing services that include client data entry, research and comparison of super and insurance products, preparation of Best Interest Duty/Alternative Strategy documents, creation of Fact Find documents, and Retirement Analysis and Cash Flow Modelling.
Quick turnarounds for SoA outsourcing
Running out of time? We have incredibly quick turnaround rates. Our team can return a simple SoA/RoA in 1 day, a moderate SoA/RoA in 2 days, and complex SoAs in 3-4 days. We’ve completed over 25,000 SoAs and our expertise has been developed by using tools like Xplan, AdviserLogic, COIN, Midwinter, and Plutosoft.
Superannuation and insurance – covered
Your clients remain covered at all times as our outsourced paraplanning team obtains existing client superannuation and insurance information, completes pre-assessments, ensures funds are invested as instructed, and completes existing insurance cancellation letters – all on your behalf.
Reduce time spent on correspondence
Focus your time on your clients rather than sending emails back and forth or waiting on hold. Our outsourced paraplanning services include correspondence with insurance underwriting teams and regular follow-up calls to providers to check application statuses.
Access a multitude of advisor support services
Our outsourced paraplanning team provides a diverse array of advisor support services that include maintaining client information in your CRM, setting up new super accounts or Managed Funds with adviser login, tracking advisor commissions and splitting of payments, and preparing annual review documents using your templates.
Outsource paraplanning services as you need to
Customise your SoA and paraplanning service package to your needs. You can engage a dedicated paraplanner, dedicated advisor support, a dedicated paraplanner + advisor support, or volume-based SoA & supporting documents for a fixed fee. Just let us know what works for you.
Get iron clad security
ISO 27001:2013-certified security frameworks and practices mean your client data is absolutely safe as houses at all times.
Access qualified staff fast
SuperRecords, a group company of Befree Business Resourcing is a CPA recognised employer partner, so qualified staff are at your fingertips.
Affordable paraplanning services for financial planners
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.
FAQs about outsourced paraplanning
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.
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.
What sets SuperRecords apart from other providers is that we take on the burden of resourcing, staff training, and ongoing management. When you partner with us, the only time investment is work delegation and conducting a final review.
If you’d like to learn more about how to offset soaring costs, you can watch this webinar on how to reduce the costs of paraplanning services.
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.
About SuperRecords
We help you grow your business by taking on the time-consuming admin.
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.
Our unique outsourcing model delivers
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.
Plug & Play
79% of our clients are up and running in less than 7 days
Data Protection
ISO27001 certification to ensure iron clad security of all data
Flexibility
Pay per job, enabling you to scale up and down as needed
Real Time Portal
Status of all tasks at your fingertips in real time
Staff Management
You delegate the work and we take care of all staff management
Ongoing Training
Centre of Excellence division to ensure ongoing staff training and keep knowledge up to date
Robotic Process Automation
Application of RPA to connect unrelated software and maximise efficiency
Quality Assurance
All work is subject to our internal quality checks before being delivered to you
