100% Remote • Australia-Ready

Financial Advisory Backoffice Rates & Paraplanning Pricing

Transparent, fixed paraplanning rates and dedicated backoffice retainers for Australian AFSL licensees and financial advisory practices. Starting from A$600/month with zero lock-in contracts.

Request Candidate Profile → Compare Engagement Models
Zero Lock-In 30-day exit clause on retainers
1–2 Day SLA Fast turnaround on SOAs & ROAs
100% Manual QA Every document audited before delivery
50–70% Savings Compared to local salary & overheads
Commercial Structures

Three Flexible Ways to Scale Your Advisory Practice

Select the optimal commercial model based on your practice size, advice pipeline, and administrative requirements.

Dedicated Retainers

Dedicated Full-Time

38–40 hours/week, integrated exclusively into your firm with live Australian business hours overlap.

Dedicated Paraplanners from A$750/mo
Junior Paraplanner (1–3 yrs, CA/CFA/MBA) from A$750 /mo
Intermediate Paraplanner (3–5 yrs) from A$900 /mo
Senior Paraplanner (5+ yrs, complex advice) from A$1,100 /mo
Dedicated Financial Administrators from A$600/mo
Junior Financial Administrator (B.Com/M.Com) from A$600 /mo
Intermediate Financial Administrator from A$750 /mo
Senior Financial Administrator from A$900 /mo
• Dedicated 1:1 resource working exclusively for your practice • 4.5+ hours live daily overlap with AEST business hours • Month-to-month agreement with 30-day exit clause
Most Flexible
On-Demand Overflow

Pay-As-You-Go

Fixed-price per deliverable for seasonal surges, staff leave coverage, and complex one-off cases.

Advice Deliverables (1–2 Day SLA)
Record of Advice (ROA) from A$50
Simple SOA (Single-Strategy / Super) from A$100
Standard Comprehensive SOA (Multi-Strategy) from A$150
Complex SOA (Gearing, SMSF, TTR) from A$200
Very Complex / Multi-Entity (Trusts/LRBA) from A$300
Modular Practice Tasks
Financial Research (Risk / Product) from A$50
Financial Modelling & Cashflow Analysis from A$50
Financial Administration & Platform Tasks from A$25
Fact-Find & File Processing from A$25
• Strict 1–2 Day turnaround SLA for standard advice • 100% Manual compliance review on all files • Zero minimum monthly commitment
Structured Pods

Backoffice Pods

Integrated advice-production and financial administration units with dedicated QA oversight.

POD 1 — START from A$1,000/mo

For boutique practices needing both advice-drafting and financial admin capacity.

  • 1 Paraplanner
  • 1 Financial Administrator
  • QA & Account Supervision
POD 2 — GROW from A$1,500/mo

For practices with high recurring advice volume across multiple advisers.

  • 2 Paraplanners
  • 1 Financial Administrator
  • QA Lead & Account Supervision
POD 3 — SCALE from A$2,000/mo

For multi-location advisory firms wanting a complete, scalable remote back office.

  • 2 Paraplanners
  • 2 Financial Administrators
  • 1 QA Team Lead & Operations Oversight
*All pricing is indicative, quoted in Australian Dollars (AUD), and explicitly subject to role seniority, strategy complexity, software requirements, and workload scope. Basis for dedicated roles: 38–40 hours/week, dedicated exclusively to one practice.
Economics & Cost Analysis

Onshore In-House vs. MCR Global Remote Backoffice

Direct cost comparison showing the financial, operational, and speed advantages of our offshore backoffice model.

Operational Metric Onshore Australia (In-House) MCR Global Remote Backoffice
Paraplanner Cost (Annual) A$110,000 – A$140,000+ Base salary + Super (11.5%) + Payroll Tax from A$9,000 – A$13,200 /yr Flat monthly retainer in AUD
Financial Administrator Cost A$75,000 – A$90,000+ Base salary + Super + Leave entitlements from A$7,200 – A$10,800 /yr All-inclusive monthly cost in AUD
Advice Turnaround SLA 2 – 4 weeks Frequent backlogs during surge periods 1 – 2 Business Days Guaranteed SLA with 100% manual QA
Recruitment & Deployment 6 – 12 weeks Plus 15–20% recruiter placement fees 3 – 5 Business Days Pre-vetted, university-qualified candidates
Contract Flexibility Long-term employment contracts Redundancy liability & fixed overhead Month-to-Month 30-day exit clause, scale up or down freely
Data Sovereignty & Security Local desktop / network files APP 8 Compliant Remote VDI Zero local file downloads; stays in your cloud
Fast & Low-Risk Onboarding

How to Get Started with MCR Global

Start with a single test document or select a dedicated candidate with zero long-term commitment.

01
Discovery & Scope Mapping

We assess your advice software stack (Xplan, Midwinter, Plutosoft), monthly advice volumes, strategy complexity, and practice preferences.

02
Candidate Selection

Review profiles of pre-screened paraplanners (CA/CFA/MBA/CFP) and financial administrators. Conduct interviews before seat confirmation.

03
Paid Test File / Pilot Trial

Send a sample or live SOA/ROA brief to evaluate drafting accuracy, software navigation, turnaround speed, and compliance QA firsthand.

04
Dedicated Live Deployment

Integrate dedicated staff into your daily Slack/Teams channels and software tenant. Begin regular 1–2 day SLA deliverable production.

Pricing & Commercial FAQs

Clear information regarding billing terms, payment methods, turnaround SLAs, and engagement flexibility.

How does billing and invoicing work for paraplanning and backoffice support? +

Dedicated full-time roles and monthly pods are invoiced at the beginning of each calendar month in Australian Dollars (AUD). Pay-As-You-Go (PAYG) deliverables are billed per completed deliverable with zero lock-in contracts. Payments are accepted exclusively via PayPal or Direct Bank Transfer (SWIFT).

  • ✓ Invoiced in Australian Dollars (AUD) via PayPal or Direct Bank Transfer (SWIFT).
  • ✓ Fixed, transparent pricing per SOA/ROA agreed before modeling commences.
  • ✓ No long-term lock-in contracts with a transparent 30-day exit clause on dedicated retainers.
What is your turnaround SLA for Statement of Advice (SOA) and Record of Advice (ROA) documents? +

We maintain a strict 1–2 Day SLA for compliant SOAs and ROAs prepared inside your practice software, backed by 100% manual review by senior paraplanners.

  • ✓ 1–2 Day SLA across Records of Advice (ROAs), simple SOAs, and standard multi-strategy documents.
  • ✓ Every advice document undergoes 100% manual quality review against AFSL guidelines before delivery.
  • ✓ Completed directly inside your Xplan, Plutosoft, Midwinter, or AdviserLogic tenant.
Can we evaluate backoffice and paraplanning quality before committing to a full retainer? +

Yes. You can start with an initial paid test file or a small pay-as-you-go job batch (such as a single ROA or SOA) to evaluate our drafting accuracy, turnaround speed, and communication firsthand.

  • ✓ Zero lock-in commitment on pilot test files.
  • ✓ Prepared directly inside your existing software templates and Xmerge codes.
  • ✓ Includes complete working papers, research audit trails, and compliance checklists.
What is the difference between Dedicated Full-Time, PAYG, and Structured Pods? +

Dedicated Full-Time assigns an exclusive full-time paraplanner or financial administrator (38–40 hrs/wk) to your practice. PAYG allows you to send ad-hoc overflow files on demand. Structured Pods combine paraplanning, financial administration, and QA oversight into a cohesive multi-person unit for scaling firms.

  • ✓ Dedicated Full-Time: Best for practices with continuous, high-volume weekly advice and administration workflows.
  • ✓ Pay-As-You-Go (PAYG): Ideal for handling seasonal advice surges, staff leave coverage, and complex one-off strategies.
  • ✓ Structured Pods: Recommended for multi-adviser practices requiring end-to-end backoffice capacity under unified QA supervision.
Do we need to provide dedicated software licenses for our remote team? +

Your practice simply provisions standard user credentials within your existing cloud software tenant (e.g., Xplan, Plutosoft, Midwinter, wrap portals). Remote staff connect securely during Australian business hours with live overlap.

  • ✓ Standard user seats issued under your AFSL or practice tenant account.
  • ✓ Zero third-party middleware or costly integration software required.
  • ✓ Instant credential revocation capability retained completely by your practice principal or IT administrator.
Who retains ultimate compliance and advice responsibility under Australian law? +

Under the Australian Corporations Act 2001 (Cth), the Australian Financial Services Licensee (AFSL) and the authorizing financial adviser retain full legal responsibility for evaluating, signing off, and presenting personal financial advice to end clients. MCR Global operates strictly as a remote administrative and paraplanning BPO support partner.

  • ✓ Advisers review and approve all strategy documents prior to client delivery.
  • ✓ Paraplanners draft to your exact licensee-approved templates and advice philosophies.
  • ✓ 100% remote operational support with strict adherence to Australian Privacy Principles (APP 8).

Reduce your backoffice overhead without sacrificing quality.

Dedicated paraplanning capacity starting from A$750/month and financial administration from A$600/month. No lock-in contracts.

Request Candidate Profile → Submit a Test File
Important Regulatory & Commercial Disclaimers

100% Remote BPO Model: MCR Global Financial Advisory Backoffice is a 100% remote Business Process Outsourcing (BPO) service provider operating from India. We provide dedicated operational, administrative, and paraplanning personnel to Australian financial planning practices.

No Financial Advice Provided: MCR Global is not a financial adviser, financial planner, or Australian Financial Services Licensee (AFSL) holder. MCR Global does not provide personal or general financial product advice, financial planning services, or financial recommendations under the Australian Corporations Act 2001 (Cth). All advice recommendations and strategy sign-offs remain the statutory responsibility of the authorizing Australian financial adviser.

Commercial Terms & Invoicing: All pricing quoted is indicative, in Australian Dollars (AUD), and subject to candidate experience, software stack requirements, and monthly volume scope. Invoices are issued in AUD and payable via PayPal or Direct Bank Transfer (SWIFT).

Data Security & Sovereignty: MCR Global personnel access client software tools securely via encrypted VDI/VPN connections with zero local data storage under the Australian Privacy Act 1988 (Cth) and APP 8 guidelines.