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Hire a Paraplanner.

Fact finds, research and advice documents, prepared.

Also called: Financial Planning Assistant, Paraplanning Specialist

From US$6 an hourUS$6-27.50/hr

  • Financial services
Book a demoTalk now on Teams

A free 15-minute call on Teams.

  • Works your hours
  • Colombia hub, on New York time or an hour behind
  • Month to month
What your Paraplanner gets doneSample day
  • Reviews the fact find, adviser file note, risk profile and statementsFact find & data
  • Runs cash-flow and projection modelsResearch & modeling
  • Drafts SoAs, RoAs or suitability reportsAdvice documents
  • Self-checks every document against the licensee compliance checklistCompliance & qualityDoing
In your tools
  • Xero
  • QuickBooks
  • MYOB
  • Microsoft Excel with Copilot
  • Google Sheets with Gemini
  • ChatGPT

Pick the level. See the price.

US$10.50an hourFull time, 38 hours a week, all-in

Level 2 of 4, also called mid-level.Recommended
Even a local mid-level admin costsUS$22.86/hr
A tested Intermediate ParaplannerUS$10.50/hr
At least 54% lessBasis: a Seat's hourly price against the hourly wage of a comparable local hire at the same level. Benefits and payroll taxes would add to the local cost.

Drafts full SoAs or suitability reports for standard scenarios.

  • Full SoA or suitability report for a standard scenario
  • Product replacement comparison
  • Cash-flow or projection model

2-4 years paraplanning for AU or UK advisers, fluent in at least one major planning platform.

How the Intermediate level works

Per hour, all-in: recruiting, testing and management.

What you hand to your Paraplanner

Tasks

  • Fact find & data

    • Reviews the fact find, adviser file note, risk profile and statements
    • Enters and updates client data, goals, assets, liabilities and cash flow

  • Research & modeling

    • Runs cash-flow and projection models
    • Researches and compares platforms, funds, SMAs and model portfolios
    • Runs insurance needs analysis
    • Prepares product replacement and switching comparisons

  • Advice documents

    • Drafts SoAs, RoAs or suitability reports
    • Prepares ongoing fee consent
    • Prepares implementation paperwork

  • Compliance & quality

    • Self-checks every document against the licensee compliance checklist
    • Tracks advice-document status

  • Client reviews

    • Assembles annual review packs

Tested before you meet them

  1. Technical knowledge testAll levels60 min
  2. Advice document work sampleAll levels3 hrs
  3. Planning software & modeling testAll levels1.5 hrs
  4. Plain-English client writingAll levels30 min
  5. Portfolio review of past advice documentsExpert and Specialist45 min
  6. Trial on live filesIntermediate and up16 hrs

One score on every profileSample shown

88%

Three checks before your shortlist

  • Skills tested: A skills test for the role, marked by a senior
  • English and comms: written English tested, spoken English checked on a call
  • ID, work history and references: photo ID, past roles and two referees

From booked call to day one

  1. Step 1: Book a demo

    Tell us the role, your hours and your tools.

  2. Step 2: Meet your shortlist

    Their level and hourly price, tested before you meet.

  3. Step 3: Pick your person

    Month to month. We handle the contract, the equipment and the onboarding, and make sure it all runs.

  4. Step 4: They start work

    In your tools, within 12 to 48 hours of a successful interview.

Questions answered

An Intern Paraplanner is US$6 an hour, Intermediate US$10.50, Expert US$16.50 and Specialist US$27.50, full time (38 hours a week). That is all-in: recruiting, testing and management, month to month.

Fact find & data, research & modeling, advice documents and compliance & quality, run to your priorities. You choose what they own first.

Six practical tests, marked by a senior, including technical knowledge test, advice document work sample and planning software & modeling test. You see the score before you meet.

Tell us and we replace them free, with a new shortlist of tested people to meet. Seats are month to month with 30 days' notice.

More questions

Within 12 to 48 hours of a successful interview. First you meet your shortlist, interview the people you like and pick your person.

Yes. Your Paraplanner works your business hours in your time zone and joins your Teams or Slack like anyone else. The hub matched to United States clients is in Colombia, on New York time or an hour behind.

Yes, where it helps. Your Paraplanner works in the AI tools you already use. They use AI for first drafts and routine work, check every output, and follow your AI policy. You can ask for no AI on any task.

An Intermediate Paraplanner drafts full SoAs or suitability reports for standard scenarios. An Expert Paraplanner writes complex advice documents and suggests alternative strategies to the adviser. We usually recommend Intermediate.

It stays under your rules: your admin settings and AI policy apply. Our talent rules ban client data in personal or free AI accounts, and passwords, card numbers, health details and ID numbers never go into any AI tool.

You direct the work day to day. We handle recruiting, equipment and quality checks.

Yes. Every Paraplanner is tested live in the tools on your job description, such as Iress Xplan and AdviserLogic, before you meet them.

In week one: adviser preferences session covering the strategy library, writing style; reviews three recently approved advice documents to learn the house style; and first-week plan: days 1-2 access and style review. You agree the first priorities with them on day one.

Yes. It's also called Financial Planning Assistant and Paraplanning Specialist. Same tasks, tests and prices, whatever the name.

Their written English, with a scored test, and their spoken English, on a call with us. We also check their ID, work history and references.

Yes. You meet your shortlist on a short call and pick the person you want. Nobody joins without your yes.

In our talent hubs in the Philippines, Vietnam, Kenya, Nigeria, Brazil and Colombia, and we hire from 60+ countries. Wherever they are, they work your hours.

Pay only for the hours they work. All your Seats are on one bill, and Studio plans are billed monthly.

It can, at most once a year. Your person's hourly rate may rise by up to 5% a year, from the first anniversary of the Seat's start, with 60 days' notice and the right to end the Seat before it applies.

Only when you and your person both agree to it in advance. Otherwise they work the hours you set, and you pay for the hours they log.

You aren't charged for hours your person doesn't work, apart from paid leave. After their third month, your person earns 8 hours of paid leave a month. Paid leave hours are charged at their usual rate.

Your person logs their hours each day in the Get Hands client app, where you can see them. Your next invoice is adjusted to those hours.

Yes, with no minimum hours. From 20 to 37 hours a week, the hourly rate is 10% higher than full-time. Under 20 hours, it's 20% higher.

Yes. Tell us the roles on a call and we shortlist tested people for each.

Yes. You give them access in your own systems, and you can change or remove it at any time.

They get their own login in each of your systems, never a shared one. Any password that has to be shared goes through your own password manager, never email, chat, code or prompts.

A tested shortlist within 72 hours of your call, or your first week is free. That's part of The Right Hands Guarantee.

Yes. Book a 15-minute demo any time, or choose Talk now on the booking form for a Microsoft Teams link straight away. You can also message us on WhatsApp on +61 485 061 086, or email hello@gethands.com.au.

Book a 15-minute demo on Microsoft Teams, any time, day or night. We show you the people, levels and prices that fit. No obligation.

Meet the people who fit your work.

A 15‑minute call on Teams. You leave knowing the level you need and its hourly price.

Book a demoTalk now on Teams

Talk now is live on Teams, any time.