what next?
The benefits of using a paraplanner are well documented, some might argue that it is difficult to run a successful advisory practice without one. Valuable client facing time is instead spent researching products, platforms and funds as well as constructing a compliant, well written and engaging report.
Pension freedom legislation has also added a further level of work for already busy advisers, to the point that for those that have embraced this development in financial planning, there remains one choice; to employ a paraplanner or outsource one?
We believe that both have their place. The benefit of outsourcing, especially for smaller firms or developing business are the ‘pay as you go’ aspect rather than the additional costs of recruitment.
why choose us
Our paraplanners have over 20 years of financial services experience
Our paraplanners are qualified to at least diploma level
Our fees are all inclusive, there are never any additional costs for “extras”
We free up your valuable time to spend with clients or building your business
Using our services avoids employee recruitment and training costs
Our paraplanners are up-to-date with the latest legislation, products with full knowledge and experience of major research tools and platforms
Use our services as much or as little as necessary to you and your business, you are not tied into a long contract
We remove the hassle of liaising with product providers and obtaining projections and illustrations
We guarantee a quick turnaround of reports - our goal is 3 days from receiving all necessary paperwork to draft your report
any questions?
We are just a phone call away. We appreciate that every clients needs are bespoke. Get in touch today to discuss how we can help your business.