Paraplanning staffing support

Paraplanning Staffing Support

Everything you need to know about our paraplanning staffing support

Quick Overview of the service

1. What jobs can we do

We do all paraplanning duties expected of a Senior paraplanner. This includes advice strategy research, modelling and writing.


2. What software do we work with

We work with Xplan, Adviser Logic, Plutosoft, Midwinter and Advice Intelligence.


3. How we complete your work

You send us your strategy paper, we formulate the advice areas on our strategy confirmation document, you confirm each section of the document, we draft the advice document and you review it.


4. How to communicate with the team

You can get set up on the Felcorp App and send our team chat messages and schedule video calls to get the work completed to your exact instructions.


5. What our fees are

Our fees range from $4,000 - $5,000 per month including GST depending upon level of candidate experience and volume of staff with Felcorp.


6. How the contract works

Intial 3 month set up period then reverts to a month to month. Staff work full time 9am to 6pm Monday to Friday (India Standard Time) amounting to 160 productive hours per month.

1. Areas of financial advice we work in

We can prepare advice in virtually all advice areas under your instruction. Some example of the products and advice strategies we commonly prepare are below.
Retirement Planning Investment & Debt Insurance
✓ Accumulation super funds ✓ Investment bonds ✓ Life
✓ Defined benefit super funds ✓ Retail platforms ✓ TPD
✓ Pension and annuities ✓ Debt recycling ✓ Income Protection
✓ Centrelink age pensions ✓ Reverse mortgages ✓ Trauma
✓ Projection modelling ✓ Equity release ✓ Needs analysis

2. What software do we work with

  • Xplan
  • Adviser Logic
  • Plutosoft
  • Midwinter
  • Advice Intelligence
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3. How we complete your work

1. Send us your strategy paper or file note

We do not require paraplanning requests. We ask you to please send us your strategy paper or file note that briefly outlines the strategies, the reasoning behind them and the model investment portfolios you want to use.


2. We review the strategy and prepare a detailed strategy confirmation document

Once we've received the strategy paper, we prepare our strategy confirmation document. Essentially, this document is a barebones SoA that includes all the strategies that will be prepared in the SoA , what the core reasoning is and other key components such as projection assumptions and values. We ask you to confirm each section of our document as this is the content of the final advice document.


3. You confirm strategy document and we commence document preparation

After you have signed off on the confirmation document, we then prepare the advice document and submit you the draft. From time to time there are minor amendments to be made. Rarely, do we have to re-generate an advice document unless the client circumstances have changed.


More details:

  • Why don't you use paraplanning requests?

    Our clients have said that paraplanning requests are time-consuming. By the end of writing everything in, they could have written the SoA themselves. 


    Our strategy confirmation notes are designed to be approved within 15 minutes.

  • What are the minimum requirements I can send you?

    We ask that when formulating strategies you give us valid reasoning so when can easily justify the advice. 

  • What are your turnaround times?

    Jobs usually take 1-3 business days to be finalized.  Sometimes longer for larger or more complex advice modeling. 

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4. How to communicate with the team

Using the Felcorp App for daily communication:

For everyday communication, we recommend utilising the Felcorp Support app as our team leaders and senior managers are included in the workflow discussions to ensure timelines and quality controls are adhered to.


Using your preferred communication platform:

If you have your own preferred communication system such as Microsoft teams or Slack, we can bring our staff into your communication environment.


Learn more about the Felcorp Support App >

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5. What our fees are

3-5 yrs experience

$4,125/mo

Price includes GST. Fees are in AUD.

Volume discounts available.

Full time paraplanning staff between 3-5 years applicable Australian experience allocated directly into your practice.

6-10 years experience

$4,840/mo

Price includes GST. Fees are in AUD.

Volume discounts available.

Full time paraplanning staff between 6-10 years applicable Australian experience allocated directly into your practice.

6. How the contract works

How the contract works:

1. Our contract has an initial 3 month set up period then it reverts to a month to month agreement. Simply, if you wish to part ways with us for any reason, give us 1 month's notice.


2. As it is month-to-month, you can scale up or scale down additional staff without hesitation or retribution.


3. Full time staff work 9am to 6pm Monday to Friday (India Standard Time) amounting to 45 productive hours per week.


4. 30 day notice of termination of service.


Learn more about our contract T&Cs  >

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Find out more

Find out how to get set up, allocate first jobs and communicate to the Felcorp team through the Felcorp App

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Getting set up with Felcorp

Learn more about software access and our general set up process.


Learn more  >

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Using the Felcorp App

Find out how to get set up and use the Felcorp app.


Learn more  >

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Video Vault

Find out how to send across the first job to Felcorp.


Learn more  >

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