Planning ✦ Paraplanning support ✦ Dedicated
Paraplanning
support officer
Research pulled and tabulated, advice documents assembled from your templates with client data populated, and appendices and disclosures attached — so your paraplanner analyses rather than formats.
Looking for this kind of work yourself? Apply at staffingsolutions.ph — this page is written for businesses hiring.
$14/hrFrom, + GST · full-time
Up to 70%Vs. a local hire
ProductionNot the technical analysis
~2 wksBrief → first day
Paraplanners spend their day producing documents
A paraplanner is expensive because the technical analysis is genuinely skilled work — strategy construction, projections, product comparison, compliance reasoning.
What actually fills their day is production: populating templates, pulling research data, assembling appendices, formatting, checking the document is internally consistent and every disclosure is attached.
A support officer takes the production. The paraplanner does the analysis and the adviser does the advice — which is what both of them are paid for.
What they produce
- Research collation — Product and fund data pulled from your research tools and tabulated in your comparison format for the paraplanner to analyse.
- Advice document assembly — Statements of advice and records of advice built from your templates with client data populated accurately.
- Appendices and disclosures — Fee disclosures, product disclosure references and appendices assembled and attached correctly.
- Document consistency checks — Numbers, names and recommendations checked for internal consistency across the document — the errors that undermine an otherwise good SOA.
- Illustration and projection inputs — Inputs entered into your modelling tools ready for the paraplanner's review.
- Template maintenance — Your document templates kept current as your licensee's requirements change.
- File assembly — The complete advice file assembled with the evidence trail in order.
- Version control — Drafts tracked so the reviewed version is unambiguous.
The advice and analysis line
Production travels. The technical analysis belongs with a qualified paraplanner; the advice belongs with an authorised adviser.
- Strategy constructionBuilding the strategy is paraplanning work requiring qualification and judgement.
- Product recommendationsNever formed or suggested.
- Projections and assumptionsThey enter inputs; setting assumptions and interpreting outputs is the paraplanner's.
- Advice sign-offDocuments are reviewed and signed by your authorised adviser.
More planning roles
Related roles
Questions
Frequently asked
Is this paraplanning?
No, and the distinction matters. Full paraplanning involves technical analysis and strategy construction that should stay with a qualified paraplanner. This role does the collation, production and checking around it — which is usually where the actual bottleneck sits.
Can they use our research software?
Where your licence terms allow additional named users, yes. Confirm your research provider's terms before you start — it is an one-email question and worth asking early.
How do we control quality on advice documents?
The consistency check plus your paraplanner's review. A production person who checks names, numbers and recommendations across the whole document catches more than a reviewer skimming a familiar template.
How much does it cost?
From $14/hr + GST full-time — up to 70% less than a local hire, with no placement fee. Run your numbers →
Full-time, part-time or fewer hours?
Forty hours a week is our standard engagement and twenty is common. Below that we look at fifteen, ten or even five hours to get a role started, priced accordingly — a smaller engagement costs a little more per hour because the recruiting and management effort is the same. Plenty of clients begin at ten hours and grow the role once they see what comes off their desk.
Is there a minimum term?
Three months, then month to month. It's the same runway you'd give a new local hire to learn your systems, your clients and your standards — and the team members who get a fair run are the ones who stay for years. There are no exit penalties at any point, and if the issue is the person rather than the role, the first-week refund and free replacement cover that separately.
How do you handle confidentiality?
The same way you'd treat any remote team member. Every placement signs an NDA and a confidentiality clause before day one, and they work inside your systems — your email, your CRM, your file storage — so you control what they can see and can revoke access instantly. No client data is stored on our side.