Flexible outsourced paraplanning.
Quality outsourced paraplanning that frees up financial planners to do what they do best, face to face financial planning.
At the Paraplanning Hub we provide you, busy financial advisers, access to that outsourced paraplanning service you need. We provide you with access to your own senior paraplanner when you need them, without the need to employ one full time.
Further, we ensure all your written financial advice and research evidence is fit for purpose by following a consistent but flexible four-step approach to paraplanning. In exactly the same way every client has different financial planning needs and objectives we understand every paraplanning case is unique and not just another report template to complete.
ATTENTION TO DETAIL AT ALL STAGES
Using an outsourced paraplanner is a big decision and needs to add value. We believe the paraplanner is the other side of the financial planning process. The technical side, the one that ensures the advisors thoughts and recommendations are drafted in a way that makes sense to the client and from a compliance perspective.
Some financial firms get the power of paraplanning and others just don’t. Guess which ones we’re looking to work with?
You can relax knowing that we have the experience that will back up your decisions and give you the confidence to move forward with a client. After all, what’s the point in paying a outsourced paraplanner good money and then checking every last line yourself?