Offshore Paraplanners
Felcorp Paraplanners between 1-4 years Aussie financial planning experience
1. Areas of financial advice we work in
| 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
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:
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.
5. What our fees are
1-2 yrs experience
$4,200/mo
Price includes GST. Fees are in AUD
Full time paraplanning staff between 1-2 years applicable Australian experience allocated directly into your practice.
3-4 years experience
$4,600/mo
Price includes GST. Fees are in AUD.
Full time paraplanning staff between 2-4 years applicable Australian experience allocated directly into your practice.
Trained Senior Staff
Get the first month for $1100
Felcorp Support is a professional offshore outsourcing provider with Australian-experienced accounting and financial planning staff.
Our staff are fully trained and experienced meaning that you do not need to spend time training up staff. We do that all internally under our professionally managed service.
6. How the contract works
How the contract works:
1. 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.
