Build Your Team with a Dedicated Paraplanner in the Philippines: A Smarter Approach to Outsourced Paraplanning
Build Your Team with a Dedicated Paraplanner in the Philippines
As pressure increases on financial advisers in Australia to deliver fast, accurate, and compliant statement of advice (SOA) documents, the traditional in-house approach to paraplanning is becoming harder to scale. Enter a more flexible, efficient solution: hiring a dedicated paraplanner in the Philippines through a trusted partner
This isn’t about outsourcing to a faceless third party. It’s about integrating a skilled, full-time paraplanner into your team—someone who understands your business, works within your workflow, and helps you meet every deadline without sacrificing quality or compliance.
What Makes This Model Different?
Our model connects you with experienced paraplanners based in the Philippines who become embedded within your financial planning practice. Unlike traditional outsourced paraplanning services where the task is passed from one provider to the next, you get a consistent, dedicated resource who is aligned with your goals, your templates, and your client base.
This creates a powerful combination of efficiency and continuity—giving you the flexibility to scale while maintaining full control over your paraplanning support.
Why Outsource Your Paraplanning This Way?
When you outsource by hiring a full-time staff member offshore, you're not just delegating a process—you’re growing your paraplanning team. This model offers key advantages:
- High-quality SOAs and advice documents tailored to your business
- Greater efficiency and shorter turnaround times
- Smooth communication with a consistent advisor on your team
- Full integration with platforms like Xplan
- Seamless support during peak times or rapid growth
Most importantly, your paraplanner becomes an extension of your client service offering—someone who helps you deliver value to every client, every day.
The Right Fit for Financial Planners Across Australia
Our paraplanning services for financial professionals are built for modern financial planners, dealer groups, and firms offering a wide range of financial advice—from superannuation and insurance to retirement strategies.
Because our staff are trained in Australian financial regulations and work under the guidance of your licensee, they produce compliant documentation, ready for audit, and aligned with the quality you expect.
You also get support with statement of advice documents, SOAs, and other supporting files—managed efficiently through your systems and maintained with the consistency that only a long-term team member can deliver.
Customisation, Automation & Scalability
We understand that no two practices are the same. That’s why we help you onboard your offshore paraplanner so they are trained on your specific advice processes and templates. Whether you need help with strategy modelling, data input, or SOA generation, they’ll fit into your existing model while helping to improve automation, consistency, and profitability.
And as your business grows, it’s easy to expand. Add another dedicated paraplanner, a support admin, or other back office roles with the same ease.
Services Without the Stress
Many business owners worry that outsourcing means losing control or sacrificing quality. But with our approach, you gain control. Your offshore team member is dedicated to you, focused solely on your clients, and works the same hours as your onshore staff.
Ready to Build Your Offshore Paraplanning Team?
If you’re ready to deliver more SOAs, increase client satisfaction, and free up time to focus on advice and relationship-building, it’s time to outsource your paraplanning—the smarter way.
Work with knowledgeable, full-time paraplanners who feel like they’re sitting just a desk away. Join dozens of growing firms across Australia that are making the switch to a scalable, team-based solution.
Contact us at BASE Global today to learn how we can help you build your outsourced paraplanning team in the Philippines—and transform your back-office operations for good.