We Provide Financial Advisors With Technical Support To Streamline Their Work
With rules and laws always changing in financial spaces, it’s difficult for financial advisors to stay up to date. This is where technical support can help.
Financial advisors are not expected to be experts across all areas of financial planning as niche areas such as SMSFs or aged care are often complex and isolated aspects of the industry, requiring in in-depth specialist knowledge.
Through our technical support service, you are able to book a time to speak with one of our senior paraplanners to discuss your client’s position as well as potential strategies, including what can and cannot be done.
Often strategy papers and technical support consultations will go hand-in-hand. The technical support consultation is used to discuss available strategies while the strategy paper will illustrate the different outcomes each strategy, or combination of strategies, present.
Benefits of using technical support for financial advisors
- One Degree Paraplanning provides expert technical support for financial advisors, so you can focus on what you do best – helping your clients reach their financial goals.
- With our help, you’ll be able to spend more time with your clients and less time dealing with technology issues.
- We offer fast, reliable service, so you can get back to work as quickly as possible.
- Our team is comprised of experienced professionals who are dedicated to ensuring your, and your clients’ success.
What we require from financial advisors and planners for successful technical support
When engaging one of our senior paraplanners to assist you, we will typically seek the following:
- Summary of your client’s current position
- What your client wants to achieve
- The strategies/combination of strategies you wish to consider
- Any particular circumstances relevant to the client that may impact your advice
Why Choose One Degree Paraplanning For Your Outsourced Technical Support
Whilst we don’t claim to be the absolute experts in all areas of financial planning, we have the advantage of seeing just about every client scenario possible. Our paraplanners also see how different financial advisers approach each of these scenarios and what strategies do and do not work.
It may be the risk of potentially contravening current legislation that drives you to seek support from our senior paraplanners or it may be the desire to compare your intended strategies with others we have seen used in similar circumstances. Whatever it may be, our technical support is a service designed to put your mind at ease.
These technical support consultations are quoted on a case by case basis depending on the time required to research and discuss your needs.
By outsourcing your technical support to One Degree Paraplanning, you will have peace of mind in knowing that your advice is being supported by experienced paraplanners at a fraction of the cost of employing in-house paraplanners.
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