Outsourcing paraplanning
services to the Philippines


    What is outsourced paraplanning?

    Outsourced paraplanning services offer a solution for financial planners looking to streamline their administrative and research processes. By outsourcing these tasks, financial planners can focus on more complex planning and building relationships with clients while ensuring their compliance needs are fully supported.

    Our outsourced paraplanning team, located offshore, specialises in analyzing client needs, researching and recommending financial products, preparing reports, invoicing clients, updating records, meeting compliance requirements, producing SOA and ROA documentation, financial modelling and insurance quoting.

    Take advantage of the benefits of outsource paraplanning services, including significant cost savings and improved efficiencies. Feel fully supported in your compliance needs with a dedicated offshore team.

    Why do businesses outsource paraplanning offshore?

    Businesses, particularly financial planners, outsource their paraplanning tasks offshore to focus on client relationships and generating new business. With new regulatory requirements in the finance sector, the administrative burden has become too great for financial planners to handle alone, making it crucial to have additional support.

    By outsourcing paraplanning tasks offshore, businesses can free up their time to meet with clients, build and nurture relationships, and understand their needs. This is essential for creating financial plans that meet their client's specific needs and goals. With the support of an offshore paraplanning team, financial planners can focus on what really matters - growing their business and serving their clients.


    What other finance job roles can be outsourced?

    Beepo works with many businesses in the finance sector and provides support for a number of roles, in addition to paraplanning. These include:

    What are the benefits of outsourcing paraplanning offshore?

    Outsourcing paraplanning offshore, particularly to the Philippines, offers numerous benefits to businesses. Some of the key advantages include:

    • Cost savings

      Hiring an outsourced paraplanning team offshore can significantly reduce overhead and staff costs, by as much as 70%.

    • Improved efficiencies

      By delegating transactional paraplanning tasks to an offshore team, local employees are freed up to take on more work, leading to increased efficiency and productivity.

    • Increased employee satisfaction

      Paraplanning tasks can be repetitive and time-consuming, but outsourcing these tasks offshore allows local employees to focus on their core responsibilities, leading to increased job satisfaction.

    • Business growth

      With the support of an offshore paraplanning team, local employees can take on more work, enabling sustainable business growth.

    What are the costs associated with outsourcing paraplanning?

    Outsourcing your financial paraplanning to the Philippines can represent significant employment cost savings for your business of up to 70%. At Beepo, we offer a simple monthly fee to help you reduce your overheads and focus on growing your business. This monthly fee covers everything from infrastructure, security, management and recruitment, to training, IT, legal and staff benefits.

    For more detailed information on costs, please arrange a business consultation so we can tailor a solution to suit your unique business needs.

    The Beepo advantage

    Based in Australia, Beepo is an outsourcing company that can offer businesses a serious competitive advantage through offshore staffing. We understand the struggle businesses are experiencing in finding and keeping staff who are hard working and dedicated. With a huge pool of talent based in the Philippines, we’re able to find qualified paraplanners ready and willing to assist your financial planning business. 

    Our team will take care of recruiting, onboarding and managing your Philippines-based team members while you look after their workload and deadlines. What’s more, everything your staff members need is provided by us so that we can ensure quality output from the moment they begin working for you. 

    Beepo’s qualified and skilled paraplanners will take the pressure off your business, by providing exceptional administrative support so that you can get on with nurturing and growing your financial planning business.

    Interested in learning more about the outsourcing solutions we can provide for your business?