When working with your clients, you will need to complete analysis, research the best options based on their circumstances, compile a report, and create the cashflow projections and fund choices for any investments. We know that most financial advisers would rather speak to people than complete technical admin tasks. So, to give you extra time to be more productive on fee earning tasks, why not work with an outsourced paraplanner?
How we work
The work of a paraplanner provides the foundation for good financial advice. We have a tried and tested method to get it right.
Once we have a brief, we really get to know the account, and your client’s financials. Being detail orientated, we like to ensure that we have all necessary information before we start work.
Under our agreed terms of service, we analyse data, research options and produce a financial report which is shared with you for your feedback.
When the case is complete, we hand it back to you to present to your client.
Services
A paraplanner handles the time-consuming, complex admin tasks that take financial advisers and planners away from what they do best, advise and plan.
A paraplanner enables you to:
- Be flexible – only outsource work to a paraplanner when it suits you
- Save money – reduce employee and operational costs
- Save time – take back personal time to build better relationships with clients
- Make money – use your time more productively on fee earning tasks
Outsourcing this part of your work can have big advantages – saving on a regular salary, tax and benefits, there is also other operational overheads and any continual professional development. With outsourcing, you use and pay for them as and when you need them.
