If you want your financial planners to focus on high-value advisory services and client interactions, hiring paraplanners instead of more advisers is a smart, cost-effective choice.
However, building a top-notch paraplanning team locally can be challenging and expensive because it’s a new career path that demands specific skills in technical research and financial analysis. A more budget-friendly option for organizations like Dangi Global is to offshore paraplanning. This helps minimize costs while boosting revenue and profitability.
Paraplanners can offer more benefits compared to administrative assistants because they not only research and gather data but also provide valuable analysis and insights for your financial planners. This means your offshore paraplanning team will closely collaborate with your financial planners.
With Dangi Global, you get full control over your paraplanning team and can easily integrate your culture, processes, and platforms into your offshore operations. This ensures seamless collaboration with your onshore team.
Your dedicated outsourced paraplanners can work remotely or from one of our offices, which come with HR, admin, and 24/7 IT support. No matter where they are, we protect their connection and tools with top-notch data security protocols.
We also help your offshore paraplanners thrive in a fast-paced environment by fostering an engaging work culture and offering technical training programs. These initiatives reduce employee turnover and ensure successful integration of your offshore and onshore teams.
Here are some paraplanning jobs that our clients have successfully executed offshore
Our outsourced paraplanning services can help you build a team consisting of the following
