Financial planners and advisers most often rely on the highly valuable services of a Paraplanner.
Virtual Paraplanners provide support by carrying out critical but time-consuming tasks such as compiling and analysing financial and business reports. These vital support roles enable planners and advisors to allocate their time and energy to strategic and value-adding functions.
Paraplanners are commonly not client-facing, which allows to leverage the cost benefits of offshoring. Improved cost-efficiency is highly achievable without sacrificing quality.
Kinetic Innovative Staffing has experienced recruitment managers who specialise in sourcing highly-skilled paraplanning staff working remotely from the Philippines. Based on a job description from you, Kinetic can provide a shortlist of the most suitable Paraplanners with skills ranging from (but not limited to) the following:
- Business Analysis
- Financial Analysis
- Financial Planning