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Outsource Your Paraplanning Services
With Emapta
Focus your internal resources on what matters most — building strong client relationships — while a team of financial experts takes care of your paraplanning needs. By outsourcing your paraplanner roles, you can save time, cut costs, and deliver exceptional value to your clients.
3 Strategic Advantages of Outsourcing Your Paraplanning Services
Significant Cost Savings
Outsourcing provides expert support at a significantly lower cost than hiring an in-house team. This allows you to reinvest those savings into growing your business.
Access to Global Talent
We source paraplanners experienced in tasks such as preparing statements of advice, conducting financial research, creating financial models, and more.
Flexibility and Scalability
With our outsourcing model, you can scale your paraplanning team to handle growing client demands and accommodate seasonal workloads — all with no hidden costs.
Global Talent, Measurable Impact
Total Global Monthly Applicants
Average Annual Savings to Our Clients
Average Time From Sourcing to Placement
What Your Outsourced Paraplanners Can Deliver
Experienced Capabilities
- Preparing and reviewing financial plans and records of advice
- Conducting cash flow analysis and creating tailored financial models for clients
- Streamlining administrative tasks, such as managing client data for annual reviews
- Supporting financial advisors and planners by handling technical and back-office work
- Delivering paraplanning solutions designed to improve efficiency and profitability
Core Competencies
- Expertise in financial planning tools, software, and industry best practices
- Strong attention to detail for regulatory compliance
- Exceptional organizational skills for managing multiple client portfolios
- Effective collaboration with financial advisors, financial planners, and clients
- Flexibility to adapt to unique business-specific workflows
High-Quality Talent
Access the top 1% of global paraplanners
Maximum Control
You retain control of your offshore team. Your team. Your way.
Transparent Pricing
No salary markups or hidden fees
Works Exclusively For You
Your high-performing team works only for you
Flexible and Scalable
No long-term contracts and no minimum headcount are required
Hire the Top 1% of Global Paraplanners
We source financial professionals who bring deep expertise and seamlessly align with your company’s goals, culture, and financial needs.
Highly Experienced Paraplanning Team
The paraplanners we source have experience handling tasks like financial modeling and managing compliance across various financial services industries.
Aligned Cultural Fit
We match paraplanners to your company’s culture and workflows, ensuring seamless collaboration and smooth integration with your financial planning team.
Highly Trained and Certified
We prioritize candidates with in-depth knowledge of financial planning tools, technical expertise, and a strong understanding of regulatory requirements.
Our 5-Step Process for Sourcing Paraplanners
Here’s how we ensure you get the best talent seamlessly integrated into your team:
Understanding Your Needs
Identifying & Shortlisting Candidates
Rigorous Interview Process
Final Selection
Onboarding
Our Clients Say it Best
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I think the biggest thing we’ve been able to achieve through outsourcing through Emapta is value to our customer. By utilizing Emapta with our core team in the US, it’s allowed us to give better customer service, our return times on issues or things with quality has been expedited.
Danny Huffman, President at ONUG Communications, Inc.
With an extensive and growing talent database and 120 specialized recruiters, we source expert talent from around the world.
Philippines
- Top outsourcing destination in the world
- Excellent work ethic
- Works your required time zones
- High English proficiency
- Government backed industry
- Advanced degrees in Accounting, Finance, Engineering and Tech
LATAM
- Bilingual talent in Spanish, Portuguese, and English
- Same time zone with proximity to the US
- Large pool of experts in Tech and Customer Service
- Highly educated and motivated
- Close cultural alignment
Global
- Multiple talent hubs in Asia Pacific and Eastern Europe
- Multilingual talent pool with including Chinese, French, German, English proficiency
- Untapped talent pools in rapidly developing countries
FAQs
What tasks can an outsourced paraplanner handle?
Though we can recruit talent to handle any tasks your business requires, the paraplanners we outsource typically perform a broad range of responsibilities, including:
- Preparing and reviewing statements of advice and records of advice
- Conducting financial research and cash flow modeling
- Managing administrative tasks like organizing client data and reports
- Ensuring compliance with regulatory requirements and industry standards
- Supporting financial advisers during client annual reviews and technical queries
No matter your needs, we can source skilled paraplanners to help streamline your processes and support your financial planning goals.
How does Emapta protect my sensitive client data when outsourcing paraplanning services?
Data security is a top priority for our team. We use encrypted communication, implement strict access controls, and comply with global standards like GDPR and ISO 27001. These measures safeguard client information and maintain confidentiality throughout the paraplanning outsourcing process.
Is outsourcing paraplanning suitable for independent financial advisers?
Absolutely. Outsourced paraplanning solutions are ideal for financial planners and advisors who want to scale their operations, meet client demands, or reduce administrative burdens without the cost of hiring full-time staff.
Outsource Your Financial Roles with Emapta
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