SOLUTIONS FOR FINANCIAL PLANNING
Paraplanners who know Australian advice. So advisers can focus on clients.
Add a dedicated, Philippines-based paraplanner or financial planning assistant to your practice. Every candidate has previously worked for an Australian financial planning firm. We handle recruitment, HR, payroll and secure IT, and invoice you in AUD.
625+ team members
placed with Australian businesses
ISO 27001
certified information security
2-8+ years
Australian financial planning experience
One invoice
monthly, in Australian dollars
THE PROBLEM
Compliance keeps growing. Your adviser hours don't.
Compliance costs make new local hires hard to justify, and file reviews, applications and review cycles take time away from clients.
SOAs take too long
Advice documents queue up behind client meetings.
Reviews slip
Annual client reviews fall behind schedule.
Compliance costs rise
Every new local hire has to earn back a higher cost.
ROLES WE PLACE
The roles planners hire us for
Paraplanner
Statements of Advice, research and strategy support
Social media manager
Maintain the company’s social media accounts
Financial admin assistant
Data entry, file management, review preparation, quotes, compliance support
Compliance Administrator
File compliance reviews
Client Services Officer
Applications and liaising with product providers
Don't see your role?
Full-time and part-time options available. Ask us
Already fluent in your software
Already fluent in the platforms Australian financial planners use. No retraining before they're productive.
Xplan
Midwinter
AdviceOS
AdviserLogic
Practifi
more...
A TYPICAL CANDIDATE
Senior Paraplanner
6 years' experience · Available full-time
6 years with an Australian planning firm drafting SOAs across super, insurance and investment strategies. Works in Xplan. Available on Australian business hours.
Xplan
SOA
Police checked
ISO 27001 certified
Our information security management is independently certified.
TalentBridge Managed Environment
Enterprise-grade security solution to ensure your most sensitive data remains safe and secure.
Managed devices
Both corporate laptops and cloud remote desktops are centrally managed with Microsoft security baseline policies.
Background checks
Police background checks are performed for all team members.
Compliant engagement
Avoids the Fair Work risks of hiring offshore contractors directly. Read why
Your client data stays protected.
SECURITY & COMPLIANCE
TalentBridge is ISO 27001 certified. Your team member works on a managed corporate laptop optionally connected to a secure cloud PC as part of our TalentBridge Managed Environment. Your information, files, and client data remains secure and protected at all times. Every team member is police-checked before they start.
FAQ
Questions financial planners ask
Do they understand Australian advice requirements?
Every paraplanner and assistant we place has previously worked for an Australian financial planning firm.
Who signs off the advice?
Your advisers do. Our paraplanners prepare and research; the advice and sign-off stay with you.
Who manages them day to day?
You direct their work, just like any team member. We handle HR, payroll, leave, timesheets and IT.
What hours will they work?
They work your business hours, aligned to your time zone, as a dedicated member of your team.
How quickly can someone start?
Typically 4-6 weeks from brief to start date.
How do you keep our client files secure?
We're ISO 27001 certified. Staff work on managed devices or our Secure Desktop, and are police-checked before they start.
ALREADY HAVE OFFSHORE STAFF?
