About Us
Adviser First is a leading provider of outsourced paraplanning services to the financial industry. Since 2004, our committed team of experts have been delivering quality compliant Statements of Advice (SoAs) to planners, advisers and small businesses across Australia.
Our focus
Communication and precision. We take the time to understand our clients and ensure that all SoAs are compliant to your needs. We have built ongoing relationships with practitioners across Australia, helping them adhere to compliance standards and freeing them up to focus on other aspects of their business.
Our goal
Make your Paraplanning experience as seamless and efficient as possible. We are experts in utilising specialist software or working with relevant dealer group templates to create detailed SoAs in a timely manner. We have also created a user-friendly way for clients to submit SoA requests and apply a standardised review system to ensure all documents pass our quality control tests.
Our Difference
Our paraplanners are industry experts when it comes to understanding your compliance needs and translating this into comprehensive SoAs.
Our Process
The process of submitting and delivery is both simple and effective:
Why Outsource?
Outsourcing can be a strategic tool for making your business and advisers more productive and profitable. Infact almost 30% of paraplanning work is currently outsourced to third party providers. So whether you are looking for a permanent solution to your paraplanning needs or a reliable service to help you out when required, Adviser First can help.
Here are some of the benefits of outsourcing your paraplanning work:
- Quick turnaround:
We provide a quick turnaround time. - Access to paraplanners:
You will have access to the paraplanners after-hours and on the weekends if required. - A dedicated team:
You will have access to paraplanners who will service all your practice’s paraplanning needs. - Experience:
Paraplanners with strong technical knowledge and understand compliance requirements. - Maximise your time:
Outsourcing your paraplanning needs will relieve your advisers’ workload, meaning they can focus on their clients’ needs and generate more income, instead of spending valuable time on complex reports.
- Control of costs:
It can be hard to estimate the cost of doing business. Preparing Statements of Advice yourself or employing an in-house paraplanner could mean you may lose touch with the actual cost of this integral part of your business. With the set fee structure that we offer, you can understand and manage your cost to serve. - Employee turnover:
The loss of an in-house paraplanner, whether permanently or through annual or sick leave, can cause significant disruption to a financial planning business. The current demand for paraplanners is also far exceeding supply, making finding quality new staff and retaining existing staff, a difficult proposition. Outsourcing all or part of your paraplanning needs ensure consistency of your business and helps reduce the costs associated with training and keeping new staff. - Tailored solutions:
Adviser First will work with you to ensure that we create Statements of Advice that are tailored to your needs.
Contact Us
Are you ready for a quote? Contact us now:
Direct contact:
Adviser First Pty Ltd
Phone: 02 9673 6970 or 1300 553 650
Fax: 02 8244 1947