Accounting & Finance


Outsourced Paraplanning Teams With Emapta

If you want your financial planners to focus on higher-value advisory services and client-facing tasks, then getting paraplanners rather than hiring additional advisers is a cost-effective choice. However, a high-quality paraplanning team can be difficult and expensive to build locally—it’s a relatively new career path that requires specific skill sets in technical research and financial analysis. An outsourced paraplanning team – instead of an in-house one – is a smart option for budget-conscious organisations to minimise costs while looking to increase revenue and profitability.

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Business processing outsourcing (BPO) companies, such as Emapta with access to a wide-ranging talent pool of proficient financial paraplanners from various countries, can help you set up easy-to-scale contract paraplanning teams that can speed up your financial planning processes, free valuable time for your local team and save you up to 72% in outsourced paraplanning fees.

A Paraplanning Team of Your Own

Paraplanners can give you a better advantage over hiring administrative assistants because on top of researching and gathering data, they can also provide analysis and insights that are useful for your financial planners. This means that your offshore paraplanning team will work closely with your financial planners. The advantage of hiring paraplanners with Emapta is that we give you full control over your team and facilitate the implementation of your culture, processes, and platforms in your offshore operations, making integration with your onshore team seamless.

Your dedicated outsourced paraplanners can work either remotely or in one of our 18 office locations complete with HR, admin, and 24/7 IT support. Wherever they report from, we ensure that their connection and tools are protected with our enterprise-grade data security protocols.

We also help your offshore paraplanners cope with the fast-paced working environment by fostering an engaging work culture that offers technical training programs, CPD-granting certification courses and health and wellness activities. These initiatives help drive down employee attrition, resulting in the successful integration of our clients’ offshore teams into their onshore operations.

Want to learn how to build and manage your own offshore paraplanners? Speak with one of our growth specialists to get more details about our paraplanning outsourcing services.

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What Our Team Does

With our paraplanning outsourcing services, you can offload administrative and other non-client-facing tasks from your financial planners and advisers to your offshore paraplanners.

Here are some paraplanning jobs that our clients have successfully executed offshore:

  • Financial, market and technical research
  • Data entry and management
  • Scheduling for financial planners
  • Technical and financial report writing and preparation
  • Monthly/quarterly/annual review preparation

Accreditations We Provide

We can help train your existing offshore team members or source paraplanners with the following institutional and vendor-related accreditation:

  • RFP® Registered Financial Planner
  • Financial Paraplanner Qualified Professional (FPQP)
  • Certificate in Paraplanning from the Chartered Institute of Insurers
  • Certificate in Paraplanning from the Institute of Financial Planning
  • Registered Paraplanner (RP) qualification from the Financial Industry Regulatory Authority (FINRA)
  • Certificate in Paraplanning & Financial Administration from The London Institute Of Banking & Finance
  • RG146-Licensed Paraplanner

Paraplanning Team Setup for Small Businesses

Our outsourced paraplanning services can help you build a team consisting of the following:

  • Administration Assistant
  • Junior Paraplanner
  • Paraplanner
  • Senior Paraplanner
  • Financial Adviser
  • Senior Financial Adviser

If you’re interested in offshoring paraplanning teams but would like to hear it straight from a peer who has done it, contact us and we can get you a referral from one of our existing partners.

Not ready to build a team yet? No worries! We’ve also helped firms that hired one to two offshore staff at the start and scaled up when needed. Our flexible outsourcing solutions give you access to this advantage as well.

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