Our Services

What we do

OPD is a specific recruitment business designed to provide you with the best paraplanning talent India has to offer. We provide dedicated full-time staff to Australian based FP firms of all sizes.

The biggest difference with OPD and its competitors, is that we recruit your resource who will join your team directly in your financial planning firm, the relationship is like any other employee, they are employed by you as a direct staff member.

This cuts out the middleman of going through a third-party and paying a considerable premium to have access to staff members abroad, without the security of that staff member working directly for you or partnering for the long-term. Meaning less business interruptions.

When you bring someone into your team in this way, it is a long-term solution & relationship.

The quality of your questions determines the quality of your answers. OPD has a vigorous vetting and recruitment process to ensure the high quality of paraplanning staff to meet your business needs.

3 Steps

1. You provide us with a job description

Just tell us what you need

2. We recruit talented professionals

Only the best. Quality assured

3. Your dedicated staff report and work for you directly.

Full time remotely

How it works

  1. Request (Your business needs)
  2. Search (We attract, vet, and recruit talent)
  3. Attract (Talent assessment & interview)
  4. Interview (3-way interview with us, you and your selected candidate)
  5. Retain (The candidate is your newest staff member who is employed directly by you)

We understand that the investment in your outsourced staff is imperative to the operation and success of your business. Therefore, we only recruit candidates, who have years of experience working in the paraplanning field, a high level of English, and a high level of skills and attention to detail.

No matter what CRM or products you use, we will vet a candidate from our database who already has the experience with your chosen software. This takes out the unnecessary need to spend time training your new staff member.

Building outsourced staff departments from India, allows businesses to tap into cost savings and skilled professionals. We handle recruitment from our extensive candidate database to provide high-quality staff for your business.

Why us

The quality of your questions determines the quality of your answers. OPD has a vigorous vetting and recruitment process to ensure the high quality of paraplanning staff to meet your business needs.                                         

  1. More than 10 years’ experience in the financial planning sector.
  2. Access to top-quality experienced paraplanning staff
  3. Complete flexibility and control (your business, your operations, your staff member.)
  4. Cost effective, save up to 75%
  5. Scale Quickly and easily

What you do now matters

We believe that what you do now and the choices you make will have a big impact to how your financial dreams will play out in the future.

 Take control of your business and invest in something that will free up your time to do the things which give you your biggest return. 

 At OPD, we help you play the long game by employing an affordable and highly experienced resource to help your business grow.