Looking for a Paraplanner?
If so, you are in the right place. Many IFAs and financial planners are now using the services of an outsourced or freelance paraplanner and benefitting from their technical expertise and experience as well as saving lots of time. This site brings the top paraplanners together in one place allowing you to easily find the one that best suits your business. More here
We are a very individual firm of outsourced paraplanners who provide highly bespoke solutions to discerning Financial Planners and Advisers to improve efficiencies and enhance their business proposition.
Para-Sols can assist with all of your paraplanning needs, from research and analysis to compilation of suitability reports and input into lifetime planning software such as Truth and Voyant.
Let South Coast Paraplanning assist you with all of your research and Suitability Report requirements, freeing up your time to do what you do best as an IFA – focusing on your client relationships.
IFA Choice provides an outsourced paraplanning and administration service for Independent Financial Advisers. We cover a range of services from product and fund research, compilation of Presale Letters and Suitability Reports to organising a client review system.
We are the longest established and only fully bespoke outsourced Paraplanning service in the country and have built an unparalleled reputation for helping firms implement their new client service propositions quickly and effectively.
Our DipPFS qualified paraplanners produce accurate, highly personalised and attractively presented Suitability Reports, as well as technical research and analysis. We offer a competitively priced and cost effective service.
The Paraplanners work with financial advisers to help clients make sense of their money. Working side-by-side with financial planners and advisers, we offer ideas and insights through research, analysis and reports.
Victory Planning Services is an outsourced paraplanning service for the IFA community. We acknowledge that your time is a valuable commodity. Our aim is to give you more time to see more clients