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
E-Paraplan, facilitators of freedom for financial advisors. We can provide you with all the support your business needs from paraplanning requirements, administration and even business consultancy/coaching in conjunction with Standards International.
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
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.
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.
Plan Works is a provider of bespoke planner and adviser paraplanning services. We work in collaboration with you to produce compliant, accurate and presentable documents, whether you need a full financial plan, analysis, or suitability reports we can deliver the work you need, in the time, budget and format that you need it.
We are passionate about paraplanning and providing a service which truly reflects your business. We can provide a seamless transition to outsourcing in an efficient, timely and professional manner.
Tony Slimmings Financial Paraplanning can help you with all your outsourced paraplanning and technical research requirements. We can help with your product research, suitability report writing, production of robust procedures through to cashflow modelling.