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We are not authorised or regulated by the Financial Conduct Authority and do not provide financial advice to consumers. If you require any financial advice then you should visit www.unbiased.co.uk to locate a Financial Adviser within your area.

Outsourced Paraplanning Services

based in Brixham, Devon.

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Outsourced Paraplanning Services

based in Brixham, Devon, UK

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 Paraplanning

   What exactly does a paraplanner do?

 

   This is a very difficult question to answer as all Financial Planners and Advisers require different things from their Paraplanners and have different

   perceptions of what a paraplanner is; however there are some core financial planning skills that all Paraplanners should always be able to perform        

   and they are as follows:

 

  • Excellent report writing skills.

  • Ability to analyse statistics and data.

  • Ability to conduct research for appropriate providers and investments.

  • Understanding of compliance issues.

  • Excellent time management skills.

  • Excellent interpersonal and IT skills.

 

   What is Outsourced Paraplaninng?

 

    Outsourced Paraplanning is a way of obtaining Paraplanning support without the expense or commitment of a full time member of staff.

 

   The great thing is that you can vary the level of support you receive, depending on how busy you are, without the hassles of managing another

   employee and without needing to pay for NI,Sickness and holiday cover and pension contributions.

 

   Our high quality, compliant reports and support will free up time to focus on your business - nurturing client relationships and improving overall

   profitability.

 

   Outsourcing is the key to enabling IFA practices to remain profitable in the current climate of lower commissions and greater regulatory controls.

 

   Our service is flexible and will be tailored to meet the needs of your business.  

 

   Please feel free to contact us if you would like to have a chat to discuss your needs in more detail.