Hire an Offshore Paraplanner / Investment Support Specialist
Our flagship service, Offshore Staffing Resources, provides remote professionals from India who can work at your time zone.
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Disclaimer: Indicative costs based on market data and typical service fees. Actual costs, including recruitment, hardware/software, may vary based on the client’s requirements.
In‑demand offshore roles for Financial Firm
Hire an Offshore Paraplanner / Investment Support Specialist
We recruit and manage offshore paraplanning and investment support staff who join your team and support your advice process under your direction. You set the workflows, client standards and compliance checks. The paraplanner follows your procedures and works in your systems, with your team keeping oversight and final approval.
What a paraplanner can support
A paraplanner supports advisers by preparing documents, maintaining records and keeping client work progressing through the advice cycle. They help ensure files are complete, consistent and ready for review, while your advisers keep responsibility for advice and suitability.
Typical tasks
- Preparing client meeting packs and document checklists
- Updating client records and fact find information in your CRM
- Supporting suitability report preparation using your templates
- Collating provider information, policy details and valuations
- Preparing portfolio and performance summaries for review
- Creating proposal documentation and supporting schedules
- Managing workflow trackers and chasing outstanding items with approved templates
- Preparing compliance file packs and ensuring required documents are present
- Supporting annual review processes and client servicing administration
Recruitment and role fit
Tell us your CRM, advice process, product mix and working hours. We will shortlist candidates with relevant paraplanning or investment support experience and then manage onboarding and ongoing performance against your expectations.
- Experience supporting UK wealth management and financial planning workflows
- Comfortable working to regulated processes, file checklists and audit trails
- Strong written skills for drafting content using your templates
- Confident working in CRMs and document management systems
- Exposure to tools such as Intelligent Office, Adviser Office, Xplan, Salesforce or similar, depending on your environment
- Able to work UK business hours where required
Paraplanner FAQs
Will they work UK hours?
Yes. We can recruit staff who work UK time zones, including full UK business hours where required.
Do you give advice to clients?
No. The paraplanner supports your advice process. Your advisers keep responsibility for advice, client communications and final approval of documents.
Can they draft suitability reports?
They can support drafting using your templates and source information under your direction. Your advisers keep responsibility for review and sign off
Can they handle compliance requirements?
They can support file preparation and checklist based tasks under your direction. Your firm keeps responsibility for compliance decisions and approvals
What do you manage versus what do we manage?
We manage recruitment, onboarding support and day to day performance management. You manage scope, priorities and final approval of outputs.
4S Recruitment Process
We believe in creating lasting relationships through a transparent and methodical approach to building your outsourced team. Our comprehensive 4 step management ensures your remote staff remains productive, engaged, and aligned with your business goals.
1. Requirements & Talent Sourcing
We analyze your needs, develop job profiles, conduct market assessment, and secure top talent through rigorous screening.
2. Placement & Integration
We place talent with comprehensive support to ensure smooth integration into your operations. ​
3. Structured Onboarding
Working collaboratively, we establish clear onboarding protocols and training programmes to ensure
4. Ongoing Support
Our commitment extends beyond placement with continuous support for both
Request a Paraplanner / Investment Support Specialist
Share your CRM, process and scope. We will reply with next steps and suitable profiles.