paraplanning online
 
A smarter suitability report solution for financial advisers

Outsourced Paraplanning Service

Paraplanning Online work closely with many freelance paraplanning services. Below are a selection of recommended companies who can provide a flexible and professional service to meet your personal requirements. None of the firms insist on a monthly retainer although this can be negotiated if required.

The Benefits

  • Gain access to an AFPC Qualified / Certified Financial Planner Paraplanning Service
  • Only pay for the service as you require it
  • Only pay for those elements of the service that you require
  • Typical 5 working day turnaround time
  • Free up more of your time for remunerative client facing activities and concentrate on building your business
  • Feel reassured that the report is up to date in terms of taxation, legislation and compliance directives
  • Provides a professional report which can be tailored to reflect your house style and personal preferences

Outsourced Paraplanning - Sarah H's Service

The managing director Sarah H provides a comprehensive range of paraplanning solutions for IFAs throughout the UK. Her company works with advisers across many of the national networks including Financial, Lighthouse, Tenet and Simply Biz as well as advisers who are directly authorised.

A full range of services is offered including:

Gathering information, liaising with existing providers, projections and valuations. They can provide product and fund research and obtain all illustrations and supporting documentation as required

Presale Letters and Suitability Reports can be produced on all areas of financial planning including investments, pensions, protection, tax planning, EIS and VCT schemes.

For further information please Contact Sarah H

Outsourced Paraplanning - Tracey's Service

Tracey is a highly qualified outsourced paraplanner with a master's degree (MSc) in Financial Planning. She is not only a Chartered Financial Planner and Certified Financial Planner, but also a Fellow of both the Personal Finance Society and the Institute of Financial Planning.

Tracey specialises in providing professional, high quality financial plans with a focus on attention to detail. Her paraplanning service has been designed so that you only pay for what you use; research only, report-writing only or both, for all areas of financial planning. This includes pension transfers, VCT, EIS and other tax efficient investments, for both directly authorised individuals and network members.

A competitive, fixed price proposal is agreed at outset and no retainer fee or VAT is applied

For further information please Contact Tracey

Outsourced Paraplanning - Sarah C's Service

Sarah C's company places a particular emphasis on working alongside financial advisers and becoming their reliable back office partner. By streamlining back office tasks advisers can spend more time client facing, building client relationships and ultimately building the value of their business. Sarah also offers proactive, reliable, flexible paraplanning and administrative support solutions. With years of experience and expertise within the financial services industry, help can be provided with report writing (including product & fund documentation), product and fund research, client reviews, in-depth policy analysis and liaising with providers requesting projections & valuations.

Areas covered include investments, pension planning, pension crystallisation, annuities, protection and inheritance tax planning.

For further information please Contact Sarah C

Report Writing Only – David’s Service

David offers a freelance ‘report writing only’ service (rather than a full paraplanning service). David has many years experience of advising and is CFP Dip PFS qualified and also holds the G60 pension transfer qualification. David is technically capable and reports will be personalised and compliant. Turnaround times for completed reports will be quick where full client information and recommendations with the corresponding research is provided. David’s pricing is clear and competitive and is not influenced by the types of product reviews or product recommendations required.

For further information please Contact David

Outsourced Paraplanning - Claire's Service

Claire is a highly qualified outsourced paraplanner with full diploma, a business management degree and 17 years industry experience. Previously holding controlled functions CF10 & CF11 - Claire is well equipped to provide additional outsourced paraplanning resources across all product areas having the ability to complete transactional report writing through to advanced full financial plans.

Claire's company aims to be flexible with charging structures and can work either on hourly rate basis or fixed fee per report / research item and in some cases a retainer basis - to suit the remuneration structure of each firm.

Aiming to build long professional working relationships - Claire's company has clients across most networks or Directly Authorised single advisory firms and prides itself on taking the time at the beginning of the relationship to fully understand the process of the firm and tailor the outsourced function to be simple and effective for both parties.

For further information please Contact Claire