You run the front. We've got the back.

Financial services outsourcing is when advice firms partner with a specialist provider to handle operational work like paraplanning, administration and accounting. It’s designed to free up advisers and senior staff to focus on clients, revenue and growth.

Most back-office and support functions can be outsourced, including financial planning assistance, paraplanning, client service support, bookkeeping, accounting and mortgage broking administration. Many firms start with one role and expand as their needs grow.

Across advice firms we’ve analysed, up to 94% of back-office tasks can be outsourced, with 50–60% also suitable for automation, creating significant capacity without increasing headcount.

Explore our:

• Financial Planning Assistant services
• Paraplanning services
• Accounting support
• Bookkeeping
• Mortgage Broking support

VBP is built specifically for financial advice firms. Our team members are trained through Academy VBP, work within your systems and are supported by Australian-based leadership. 

We combine experienced people with intelligent automation embedded into your workflows to improve both capacity and consistency.

No. Your processes, systems and client relationships remain fully in your control. Our team works within your existing workflows and tech stack - as an extension of your business, not a separate provider.

All work is completed within your systems, so your data remains on your side at all times. We apply strict access controls, audit tracking and ISO-aligned gold-standard security practices to meet the standards required by financial services firms.

Intelligent Automation combines AI, machine learning and human oversight to handle repetitive, rules-based tasks more efficiently. At VBP, it works alongside your outsourced team to improve speed, accuracy and consistency across your workflows.

Unlike traditional automation, our approach is embedded within your processes, your systems and your data, ensuring outcomes remain aligned to how your business operates.

Learn more about what Intelligent Automation can do for your business.

Most firms can onboard a dedicated team member within a few weeks. We manage recruitment, training and onboarding so your team member is ready to contribute within your business environment and collaborate with you for success from day one. 

Financial Planning Assistants (FPAs) and paraplanners are often the first roles firms outsource, as they immediately reduce adviser workload. From there, many firms expand into accounting, tech enablement and mortgage broking support.

Outsourcing removes operational bottlenecks, increases capacity and allows senior team members to focus on higher-value work. This often leads to faster turnaround times, improved client experience and more sustainable growth.

In practice, firms that optimise their operating model see meaningful efficiency gains and cost savings, with some unlocking over $60,000 in annual capacity value through better use of their team.

See how this works in practice through our:

• Optimum Operating Model White Paper
• Client success stories

Yes. VBP is tech stack agnostic: meaning we work within your existing systems, CRM and processes. Our model is designed to complement your team, not replace it.

The best time is before your team reaches full capacity. Firms that introduce outsourcing early are better positioned to scale, maintain service quality and avoid reactive hiring.