Outsourced paraplanning is helping advice firms improve SOA turnaround times without sacrificing quality. Advisers know the clock starts ticking as soon as a client meeting ends. With in-house workloads and compliance checks competing for time, even simple Statements of Advice can take longer than expected.
Outsourced paraplanning changes that. By partnering with a dedicated team that specialises in SOA preparation, firms can smooth their workflow and turn around advice documents quickly — without compromising accuracy.
Outsourced Paraplanning and SOA Turnaround Efficiency
Outsourced paraplanning supports advisers seeking both speed and compliance, giving advice firms a flexible, scalable solution to manage workload peaks. With an external team ready to step in, Statements of Advice (SOAs) can move from draft to completion faster, reducing bottlenecks and keeping your client pipeline flowing.
Scalable Support When You Need It
Busy periods, staff leave, or sudden demand spikes can all stall delivery. Outsourcing gives you access to an experienced pool of paraplanners who can pick up work instantly, allowing your internal team to stay focused on client engagement and strategy.
Consistent Quality and Compliance
Speed means little without quality. External paraplanners live and breathe compliance standards, checking every document for accuracy, legislative updates, and licensee requirements.
This model ensures faster SOA turnaround and that every SOA leaving your business is consistent, compliant, and client-ready.
More Time for Advice, Less Time in Admin
When SOA preparation runs efficiently, advisers reclaim hours that can be redirected to client reviews, prospecting, or practice growth.
The right outsourced paraplanning partner becomes an extension of your business—reducing admin pressure while improving delivery standards.
For many advice firms, outsourcing has become a key strategy for sustainable growth. It allows advisers to stay client-focused while ensuring every SOA meets deadlines and compliance expectations.
Bringing It Together
Improving turnaround times doesn’t have to mean cutting corners. Outsourced paraplanning combines speed, scalability, and precision—helping advice firms maintain the quality their clients expect.
If you’re ready to enhance efficiency and client outcomes, talk to the team at One Degree Paraplanning today.
