Qwrk Outsourcing (formerly SMSF Paraplanners) offer two Paraplanning outsourcing models. Firstly we have Paraplanners who can be dedicated to a specific Financial Planning practice on a full time basis or alternately we offer an ad-hoc Paraplanning service.
Our Paraplanners are overseen by our Support Managers who provide HR support, training and assistance in completing Statement of Advice documents, bespoke to your practice or licensee requirements.
All Statement of Advice (SoA) or Record of Advice (RoA) documents are checked by our incredibly experienced Compliance team- again, in accordance with your individual licensee requirements. Read more about our Compliance team here.
Qwrk Outsourcing Paraplanners are trained for a period of 4 months prior to being deployed to practices. All of our Paraplanners hold either a Diploma of Financial Planning (DipFP) or Advanced Diploma of Paraplanning (ADPP).
The goal of our Paraplanning team is to free up as much of the Financial Adviser’s time as possible, allowing them to concentrate on connecting with more clients. This allows you to focus on client-facing activities, high-level planning and analysis, and prospecting for new clients.