The service
Our industry renowned origins.
Our outsourced paraplanning support service has been going since 2009, formerly under the Para-Sols brand, and in that time has become firmly established as an award-winning proposition suitable for all shapes and sizes of advice firms. We’ve built a flexible solution with our clients in mind – from financial advisers to networks and nationals – to support them with the ever-increasing needs of a paraplanner. Whether it’s support for a particular area of the advice journey or additional support for time-consuming surplus workloads, we’re an integrated option that can be bolted on to any firm that is cost-effective.
The details
We’re not just report writing.
Administration.
Including data gathering, valuations, client correspondence, illustrations and ancillary report paperwork.
Research & analysis.
Including complete tax calculations and manual projections. We also offer Platform Due Diligence, CRPs & CIPs.
Compliance assistance.
We can liaise with your existing compliance provider and offer our own file sense check to ensure the best output for the client.
Cashflow.
Using a number of systems and a variety of scenarios.
Financial plans.
We also offer full holistic financial planning support.
Defined benefits.
Analysis, TVC, APTA, abridged advice and full suitability reports.
The brochure
Want to find out more about outsourced paraplanning?
We’ve built a business model where you can select as much outsourced paraplanning support, or as little support as you need, with fixed, transparent fees.
The difference
A flexible solution built with client outcome in mind.
Industry leading 5 working days turnaround.
Full-time, employed paraplanners on hand.
Fixed fee model. No minimum terms or spend, know what you’re paying for.
Your templates, or ours? You decide.
Award winning legacy in the outsourced paraplanning world.
4000+
cases a year
227
firms
97%
quality output
I’ve not used an outsourced paraplanner before, but sent a couple of cases this week and really impressed so far. And also a bit gutted I didn’t start using them earlier, could have squeezed in so many more rounds of golf!
Simon Weeks
Red 7 Financial Management Ltd
Let’s talk
Want to know more about paraplanning and how it can work for you?
Get in touch to learn more and chat with our experts about how we can best support you and your firm.
Book a chat Send us an email
Template Creation
Helping to create you a solid suite of templates to ensure your financial planning and advice is clearly documented and consistent for your clients and your own team.
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Proposition
Helping you build the blueprint for your business by focussing on your PROD, CIP and Platform Due Diligence and ensuring this is documented effectively.
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