Outsourced Paraplanning
Reducing cost & gain a competitive advantage
- Reduced operating costs such as office space, technology, and employment
- Greater flexibility in your business
- Spend more time with the client and focus on business core functions
Help from Experienced Professional Paraplanners
- Experienced paraplanners that have extensive knowledge across all strategy types, entities, asset classes and a wide range of products
- Proven experience with all client segments, retail, wholesale, private wealth, HNW and UHNW
- Quick advice document turnaround times
Why outsource your paraplanning
Paraplanning is a valuable function that every financial planning practice needs. Not only does it require a high degree of technical knowledge, more importantly, it requires exceptional written skill to translate the technical into simple concepts for the everyday client.
For many practices, having an in-house Paraplanner can be a constant struggle of finding and retaining good staff. Given the shortage of skilled Paraplanners, salary demands are high and the Paraplanning job market is extremely active.
Having an Outsourced Paraplanning option will provide greater flexibility and de-risk your business, because your Paraplanner may need to take holiday leave once in a while! Even if you have an in-house Paraplanning team, having a reliable Outsourced Paraplanning provider will improve your back office resources.
Paraplanning Services
Our Paraplanning Services include working directly with the Financial Adviser to clarify and fine-tune strategies so that the Statement of Advice (SOA) is clear, accurate, and most of all, compliant for all clients.
If you are unsure of your recommended strategies or would like to consider alternative scenarios in detail, our modelling service would also be useful. These modelling scenarios can be included in your SOA or kept on file, ensuring you meet your Best Interest requirements.
Professional Paraplanning
Outsource your advice document production challenges. YTML’s professional paraplanning service could supplement your in-house paraplanning team or could be a more efficient and economical alternative to operating an in-house team. We work with your business and your advisers to provide tailor-made advice documents to your licensee requirements. We have proven practical experience partnering with the largest to the smaller boutique advice businesses in the industry.
Paraplanning Training
Paraplanning Jobs
Statement of Advice
About YTML
The YTML group(ACN 142 689 683), is a leading advice, business and technology solutions partner that provides a wide range of innovative product solutions and professional advisory services to a substantial and diversified client base that includes the big 4 financial institutions, major dealer groups, corporations and smaller businesses.
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