If your business operates as a financial advisor on the Gold Coast, then providing the correct advice for your clients is vital. A big part of that service is producing for each client a Statement Of Advice (SOA), which sets out the advice being given and any information that is relevant to the advice.
Producing an SOA is a very time-consuming business but it’s something that can’t be rushed because the document’s content has to be complete and absolutely correct. So if you’re busy Gold Coast financial planners, an alternative is required and that’s usually to employ professional paraplanners who can do the work.
The Benefits We Provide to Financial Advisors on the Gold Coast
At its most basic, paraplanning is a clerical role that involves many administrative tasks that don’t require interaction with clients. The most important of those tasks, however, is the preparation of an SOA. This can take on average eight hours to be produced and can be much more where the advice being given is complex.
SOA preparation can account for a large proportion of the time of Gold Coast financial advisors and so using one of our paraplanners offers plenty of benefits:
- It frees up a lot of time for a financial planner on the Gold Coast and means that person can concentrate their time on helping and advising clients.
- Cost savings, since highly paid advisors will spend their time much more productively.
- Flexibility, since you may need paraplanners only part of the time and so can hire one for specific tasks and have no long-term commitments. This type of service is perfect when there are peaks and troughs in work levels.
- Scalability because you can use our experienced paraplanners to fill gaps in your resources and to continue to provide a full service while you train full-time staff as the business grows.
- Reduced administration since you don’t have to bother about staff holidays, illnesses and other absences. We deal with all that and ensure you’re always fully resourced.
A Paraplanning Service you can Rely on
Many companies like to keep all their services in-house because they feel they want to retain control. We understand any concerns you may have but you can be assured that the service we provide is 100% dependable.
Unlike an in-house provider, our paraplanners are judged purely on their results. If we don’t deliver the necessary level of service, we won’t continue to get the work. Our prosperity and very survival depends on us providing a level of service that our clients are 100% happy with.
Our paraplanners in Gold Coast are much more than clerical workers. They’re fully qualified, highly experienced and extremely knowledgeable so they can operate without supervision and with minimal instruction. They understand that their work is of a highly confidential nature so you can be sure your clients’ details and everything we deal with are completely secure.
We work quickly, accurately and reliably so you can be sure your documents will be produced on time and will be everything they need to be. If you’re not sure about taking on external paraplanners, try our service for free and have an SOA produced at no cost to you and with no commitment to further work. You won’t regret it and won’t look back.
Speak to one of our experts today!