Paraplanning Services for Financial Advisers

Financial advisers can focus on their core client services and business growth, while our dedicated team of paraplanners manages the essential back-office work with accuracy and efficiency. Our team of paraplanners handles:

Client's annual review
Third-party authority
New product fee form
Product fee renewal
Ongoing service agreement creation and implementation
Financial disclosure statements

Paraplanning

SOA and ROA preparation using Xplan and Adviser logic
Strategy analysis for SMSFs, Family trusts, Direct Equity, Aged Care, Centrelink, and Gearing
Existing product research, including SMSF, insurance, investments, and listed securities
Recommended product research in SMSF, insurance, investments, and listed securities
Compliance adherence to licence standards

Advice Support for Financial Planners

Give your advisers more space to focus on client relationships, strategy and growth. Our practice administration support handles structured, time-consuming tasks that can slow your team down.

Our Practice Administration Services include:

  • Debtor management and timely follow-ups
  • Corporate compliance support (CAS360 & NowInfinity)
  • Workflow monitoring and task tracking
  • Timesheet maintenance and WIP tracking
  • Payroll coordination and documentation support
  • Staff onboarding documentation and administration
  • Maintaining and updating client and group records in practice management software
  • Compliance administration including record keeping, data entry, and report generation
  • Organising and saving documents in client document managers (HowNow, MYOB AE/FYI, Virtual Cabinet, etc.)
  • Updating, adding, and removing client files in practice management software
  • Opening, closing, updating, and invoicing jobs in practice management systems
  • Preparing client packs and sending them via FuseSign, DocuSign, or Annature
  • Communicating with clients through email regarding payments and document signatures
  • Setting up clients in accounting software and assigning staff access
  • Downloading essential ATO reports (Prefill, BAS copies, ICA, ITA, BPAY slips) and forwarding to staff
  • Managing ASIC tasks including client updates, address changes, shareholding updates, and company deregistration
  • Splitting and organising large scanned documents into respective client folders

Why Outsource Paraplanning to Finogentrix?

By outsourcing paraplanning services to us, you get access to seasoned professionals with years of experience in administration tasks and paraplanning. We will start working and take on your tasks within a week itself.

Our team promptly completes SOAs and ROAs within 2 to 4 business days. This allows you to meet tight deadlines and ensure that tasks are completed on time.

We adhere to the highest security standards and ensure your client's sensitive financial data is secure.