Looking for a Paraplanner?
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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
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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.
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.
Outsourced Paraplanning provides specialist paraplanning support to advisers. We pride ourselves on tailoring our service to fit your needs.
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.
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.
Save time and improve your client service with our highly skilled paraplanners. We enable you to offer the same high quality service that larger companies can, but at a fraction of the cost
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.
Spending too much time researching products and preparing reports? Not enough time spent with your clients? If so, try Alpha Paraplanning and see the difference we could make to your business!
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.
We are a team of advanced Paraplanners, Investment Analysts and Technical Specialists who work alongside Financial Advisers and Wealth Managers as long-term strategic partners, assisting with suitability report writing, pension transfer advice, investment analysis, financial plan construction, due diligence, product research, client portfolio management and client portfolio reviews.
