Paraplanning

Strengthen Your Advice Process with Expert Paraplanning

In today’s demanding environment, advisers are expected to deliver compliant, high-quality advice while managing client relationships and growing their practice. But with rising costs, maintaining efficiency and profitability can be a challenge. That’s where My VA Solutions steps in.

Our focus on offering a paraplanning service is reducing costs, minimizing adviser time, and increasing accuracy in the advice production process backed by our extensive database of highly experienced and qualified professionals.

We don’t just help you find the right people – we support you every step of the way. From recruitment and onboarding to HR, compliance, payroll, and ongoing performance management, our end-to end solution ensures your offshore team is set up for success. Plus, our dedicated client success managers and nurturing workplace culture drive long-term staff retention and growth.

By outsourcing with My VA Solutions, you can:

Save up to 60–70% on salary costs

Access top-tier talent without the overhead

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Save a lot of time and hassles

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Grow your business with confidence

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Experience dedicated support

Whether you're a startup, small business, or growing enterprise, My VA Solutions can assist you in sourcing a skilled Paraplanner to help with:

Offshore paraplanner handling pre-SOA administrative tasks and fact-finding to support financial advice preparation

Pre-SOA / Administrative Services

Offshore paraplanner drafting compliant Statements of Advice for financial advisers to review and present to clients

Statement of Advice (SOA) Preparation

Offshore paraplanner preparing SOA and ROA documents and supporting financial advice workflows

Record of Advice (ROA) creation

Offshore paraplanner running strategy models and projections to support financial planners in delivering tailored client advice

Strategy Modelling and Projections

Offshore paraplanner managing workflow tasks, tracking deadlines, and coordinating advice documentation for financial advisers

Workflow and Task Management

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Annual reviews

Let’s build your dream team — smarter, faster, and more affordable.

Ready to take your business to the next level?
Contact My VA Solutions today to explore how our services can be tailored to meet your unique needs.

Our recruitment specialists will work closely with you to understand your goals and handpick the most suitable candidates from our extensive network of skilled professionals — ensuring you get the right talent, right from the start.

We look forward to collaborating with you and contributing to your continued success.

Request A Call Back

Let’s discuss how a dedicated offshore team can support your business goals.

Share your details and one of our specialists will contact you to understand your requirements, recommend the right talent model, and outline a tailored outsourcing solution — with clarity, transparency, and no obligation.

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