Hire a paraplanner for financial services

A dedicated PCS team member, trained on your stack, in your hours, with sector context for financial services.

Advice practices grow on the number of compliant advice documents they can produce — and stall on paraplanning capacity. A PCS paraplanner dedicated to your practice learns your licensee's advice process, your templates, and your product set: SOAs, ROAs, review packs, and implementation paperwork drafted in XPLAN, AdviserLogic, or Trail for adviser review. Same-business-day turnarounds because Fiji shares your working hours — not the overnight queue per-SOA outsourcing forces on you.
RoleNZ bandAU bandFiji band (PCS)Savings
ParaplannerNZ$75,000 – NZ$95,000AU$80,000 – AU$105,000FJ$26,000 – FJ$38,00055–65%

Salary bands sourced from public job-market data. Fiji band is fully-loaded — PCS handles recruitment, training, infrastructure, security, payroll and compliance.

The role

What a PCS paraplanner actually does

Standard responsibilities on the role; tuning happens during onboarding to your SOPs.

Skills we recruit for

Financial-services literacy: KiwiSaver, super, insurance, lending products

XPLAN, AdviserLogic, or Trail CRM fluency

Precise written English for advice documents

Compliance-first habits and audit-ready file discipline

Numeracy for projections and comparison modelling

Tools they typically work in

XPLANAdviserLogicTrail / MyFiduciaryProvider portals

KPIs we report on

SOA turnaround time

First-pass compliance rate

Review packs per week

Data accuracy

Financial services context

Why this role lands well in financial services

Financial services teams need offshore partners that take security as seriously as they do. PCS has existing collections and accounts work in this space — DebtManagers is a long-standing client — and operates under ISO 27001:2022 controls that satisfy most ANZ financial-services security questionnaires. Roles range from collections agents and customer support to finance admin and back-office reconciliation.

Industry-specific responsibilities

PCS operates collections and customer support teams for DebtManagers and other financial-services clients. ISO 27001:2022 certified, with documented controls for handling regulated customer data.

Why PCS

What PCS owns end-to-end

Recruitment, training, infrastructure, security, payroll, compliance and reporting — all included. You get a dedicated team member; we handle the operating model.

NZ-led management

Account managers based in NZ run weekly reviews and translate between your operating norms and the Suva team.

ISO 27001:2022 certified

Information security is documented, audited, and built into every desk, laptop and process. Standard security questionnaires get answered with our existing pack.

Timezone-matched

The team works your business hours — no overnight handoff problems. We also cover extended windows where genuinely needed.

Pilot-then-scale

Most engagements start with a pilot framework — small, focused, KPI-driven. Scale up once the operating model is proven. Contract terms vary by client and package.

FAQ

Common questions

Yes — preparation, not advice. Your PCS paraplanner drafts SOAs, ROAs, and review packs inside your licensee's templates and tools; the adviser reviews, owns, and signs every recommendation. That division is the same one most ANZ practices already run with onshore paraplanners.
Onboarding covers your product set — KiwiSaver and personal risk in NZ, super and retail/wholesale structures in AU — plus your licensee's advice process. Most ramp to full production inside 60 days with your adviser calibrating output weekly.
Yours. XPLAN, AdviserLogic, and Trail are the common ones across PCS financial-services clients; access runs through your user accounts and permissions.
PCS is ISO 27001:2022 certified, with least-privilege access, encrypted hardware, logged sessions, and confidentiality agreements. Engagements are structured to support NZ Privacy Act 2020 and Australian Privacy Principles obligations.
Typically 55–65% less than an equivalent NZ or AU paraplanner, all-inclusive — which is what makes a dedicated (rather than outsourced-per-SOA) model viable for practices producing 10+ advice documents a month.

Get a staffing plan in 24 hours

Tell us what you need. We'll come back within a business day with roles, costs, security pack and a 30/60/90-day pilot plan.

Start the conversation →

Related

Book a Call