Scale your financial planning practice with dedicated offshore staff
Dedicated offshore paraplanners, SOA writers, compliance support, and client admin for Australian financial planning firms — AFSL-aware, Xplan literate, AU-timezone.
Roles we place
Every role is financial planning-specific, compliance-trained, and AU-timezone.
Paraplanner
Research, strategy preparation, and advice document drafting — supporting your advisers to focus on client relationships and revenue.
SOA writer
Structured Statements of Advice prepared to your firm's template and compliance requirements, reducing adviser preparation time significantly.
Compliance support officer
File reviews, best interests duty checklists, FDS management, and ongoing AFSL obligation monitoring to keep your practice audit-ready.
Client services admin
Onboarding, client data maintenance, correspondence management, and general practice administration delivered in your brand voice.
Review preparation officer
Portfolio and strategy review packs, pre-meeting preparation, and post-review action tracking to support your annual client review cycle.
CRM & data administrator
Xplan data entry, record keeping, workflow management, and reporting to keep your CRM accurate and your team efficient.
Why Vault for financial planning?
AFSL-aware staff
Every team member trained on AFSL obligations, best interests duty, fee disclosure statement requirements, and ongoing service arrangements — so your practice stays compliant.
SOA & ROA production support
Staff trained in structured advice document preparation, working to your templates and review processes to reduce paraplanning bottlenecks and turnaround times.
Xplan & platform literate
We source staff with hands-on experience in Xplan, Midwinter, and major AU platform administration — no steep learning curve and no time wasted on system onboarding.
Ready to scale your financial planning practice?
Book a free 30-minute consultation. We'll scope the right roles and give you a realistic cost and timeline.