Outsourced Paraplanning

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Reducing cost & gain a competitive advantage

  • Reduced operating costs such as office space, technology, and employment
  • Greater flexibility in your business
  • Spend more time with the client and focus on business core functions
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Help from Experienced Professional Paraplanners

  • Experienced paraplanners that have extensive knowledge across all strategy types, entities, asset classes and a wide range of products
  • Proven experience with all client segments, retail, wholesale, private wealth, HNW and UHNW
  • Quick advice document turnaround times

Why outsource your paraplanning

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 job 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 will improve your back office resources.

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Statement of Advice