See how our Paraplanning solutions work
Paraplanning is a valuable function that every financial planning practice needs. Not only does it require a high degree of technical knowledge, more importantly, it requires exceptional written skill to translate the technical into simple concepts for the everyday client.
For many practices, having an in-house Paraplanner can be a constant struggle of finding and retaining good staff. Given the shortage of skilled Paraplanners, salary demands are high and the Paraplanning jobs market is extremely active.
Having an Outsourced Paraplanning option will provide greater flexibility and de-risk your business, because your Paraplanner may need to take holiday leave once in a while.! Even if you have an in-house Paraplanning team, having a reliable Outsourced Paraplanning provider just improves your back office resource.
See how we can help you complete a statement of advice