Every advice business reaches a point where doing everything in-house starts to slow progress.
When Statements of Advice begin stacking up, and compliance feels like a full-time job, it’s time to ask a critical question: is it time to outsource our paraplanning?
Here are five signs that show your practice is ready to make the switch.

1. Your SOA Turnaround Times Are Slipping

When the advice process slows down, clients notice.
Outsourced paraplanning provides consistent turnaround windows that can scale with your workload, helping advisers meet commitments without the stress of backlogs.

2. Compliance Reviews Keep Finding Errors

Compliance accuracy is vital but time-consuming.
A professional outsourced paraplanning team has built-in review processes to ensure documents meet licensee standards and ASIC expectations.

3. You’re Spending More Time Editing Than Advising

If you or your senior team members are editing SOAs instead of meeting clients, the balance is off.
Outsourcing frees up adviser time, ensuring you focus on clients, not formatting.

4. Scaling Your Business Feels Impossible

Hiring and training new paraplanners can take months.
With an outsourced team, you gain capacity immediately — whether you need one SOA or ten — without adding overhead costs or HR complexity.

5. Your In-House Team Is Burning Out — It’s Time to Outsource Paraplanning

Long hours and competing deadlines take their toll.
An external partner provides breathing room, helping your internal staff manage priorities while maintaining consistent output quality

Bringing It All Together

By recognising these signs early, advisers can act strategically — improving service, reducing risk, and freeing more time for clients.

Partnering with an experienced team like One Degree Paraplanning allows you to maintain quality, protect compliance, and regain time for what matters most: your clients.

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.