Paraplanner
  • Home
  • About
  • How It Works
  • Pricing
  • Start a Trial
  • APPLY
    • Advanced Diploma of Paraplanning
  • SoA Vetting
  • Contact Us
  • FAQ - Advisers
    • Outsource Paraplanning
    • Choosing a Contract Paraplanner
    • Why Paraplanner
    • Contract Paraplanner Calculator
    • Adviser Support Services
    • The Benefits of Contract Paraplanning
    • Grow in wealth Paraplanning
  • FAQ - Paraplanners
    • What is a Paraplanner or Paraplanning
    • Paraplanner Contracts
    • Paraplanner Salary For Paraplanning
  • Testimonials
  • Dealer Group List
    • AMP
    • Apogee
    • Bluewater Financial Paraplanning
    • Centrepoint Alliance
    • Charter
    • ClearView
    • Fortnum
    • Garvan
    • Meritum
    • MLC
    • Securitor
    • Wealth Today
  • ParaPartners
  • Privacy Policy
    • Terms of Use
  • SoA Vetting Request
  • Licensee Paraplanning Services
  • Change your Name
  • Blog

Adviser Support Services

Do you need Adviser Support and Admin Services?

We have a growing number of Adviser Support Contractors who are working one-on-one with advisers and helping them work through the daily grind of Financial Disclosure Statements, Application Forms, Underwriting and other Admin tasks.

Our highly experienced Adviser support staff have skills to help in area's such as ;

Existing Product Research
Calling through to product providers and gathering existing fund / policy information.

Data Entry
Updating Xplan and related software with client data.

Annual Fee Disclosure Statement and Review Letters
Preparation of Fee Disclosure statements, review letters and similar tasks.

Application Processing
Submitting and following up applications with product providers

Diary Management
Scheduling appointments with clients and managing adviser’s diaries.

Plus much much more
If the service you require is not listed above, please let us know, our team are highly experienced and ready to work.

Admin Services
​
$36.00 per hour (plus GST)
​

Sending work through to us is easy, you will have the ability to submit your Administration requests through your online Workspace or emailing them directly to us.  We then track the actual time taken and you are billed at the end of each week. 
Get Started
PARAPLANNER - COPYRIGHT © 2015  |  NSW - 02 9011 6006 | VIC - 03 9017 3528 | WA - 08 6461 6642 | QLD - 07 3333 2665