OFFSHORE Paraplanners for Australian Businesses
Power Up Your Financial Planning Practice with Offshore Paraplanners
Offshore Paraplanners free up licensed advisers to focus on clients by managing research, compliance, and documentation.
Satellite Office connects you with experienced Paraplanners in the Philippines who streamline advice preparation and meet Australian compliance standards.
What Offshore Paraplanners Bring to Your Business
Offshore Paraplanners support your financial advisory practice with research, modelling, and strategy documentation. They prepare SoAs and RoAs, complete insurance and superannuation comparisons, and assist with compliance checks and lodgements.
With Satellite Office, you can:
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Streamline advice preparation by outsourcing documentation and comparisons.
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Ensure compliance with detail-focused professionals familiar with Australian advice regulations.
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Extend your advisory capacity so local advisers can focus on client relationships and strategy.
They work seamlessly within your systems and processes, delivering accurate, timely advice support at a fraction of local hiring costs.
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Real Results in Action
HelloFresh, Australia’s leading meal kit provider, partnered with Satellite Office to build a scalable offshore support hub that could keep pace with rapid growth. The result: a world-class support operation that delivered $5.3M in annual savings, faster response times, and higher customer satisfaction.
“Their recruitment, onboarding, and team support made it easy for us to manage offshore operations from Australia — and we were impressed by the professionalism and environment they provided our team in Manila.”
— Tom Rutledge, CEO & Founder, HelloFresh ANZ
How the Hiring Process Works
We handle the recruitment process from start to finish and you stay in control every step of the way.
Role Definition
We work with you to define the finance role tailored to your systems and compliance needs.
Candidate Sourcing
We find finance professionals experienced with Australian finance standards and your preferred software.
Skills, Compliance & Background Screening
We thoroughly test, assess, and background-check every candidate to ensure excellent English, accuracy, and data security.
Final Interview and Offer
You interview shortlisted candidates and decide who joins your team.
Setup and Onboarding
We configure secure infrastructure and ensure smooth onboarding aligned with your systems, software, and policies.
Ongoing Support
We manage HR, performance tracking, and help you scale your team as needed.Key Benefits of Hiring Offshore Paraplanners Through Satellite Office
Get more done without increasing your headcount costs.
Scale your advice support team without overloading in-house staff
Operate securely from ISO-certified offices
Work with candidates familiar with ASIC requirements and platforms like Xplan
Save up to 70% on staffing without compromising on skills or compliance
Let your local teams focus on growth while your offshore admin team handles the tasks that keep everything running.
They assist with preparing SoAs, RoAs, strategy modelling, product research, and compliance documentation. Depending on your firm’s needs, they may also handle data entry in Xplan, complete file notes and liaise with product providers for policy information.
Yes. We source candidates with hands-on experience in platforms like Xplan, AdviserLogic, Midwinter and more. If needed, they can be trained in your specific workflows and templates.
Unlike outsourcing to a third-party provider, Satellite Office helps you build a dedicated team of Paraplanners who report directly to you. They follow your internal processes, understand your clients and operate as an extension of your business.
Most paraplanner roles can be filled within 3–6 weeks. We manage recruitment, onboarding and IT setup so you can focus on growing your client relationships and advice offering.
Absolutely. Start with one Paraplanner and grow your team as your client base expands. Whether you need full-time, part-time, or a combination of roles, we’ll help you scale efficiently.
We shortlist candidates based on experience, technical skill and understanding of Australian financial advice standards. You interview and select the right fit, ensuring both competence and culture match your team.
Yes. Offshore Paraplanners work Australian business hours or shift slightly to ensure smooth collaboration. You can communicate through email, Teams, Zoom or your preferred platforms.
Your offshore team is one conversation away
Book a free strategy call with our team and understand all the ins and outs of offshoring:
- Understand your objectives and discuss roles to offshore
- Answer all your questions on outsourcing
- Discuss pricing and savings – you’ll leave with an estimate on savings, timeframes and kickoff plan for next steps
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