Paraplanning
We have years of experience and knowledge in preparing regulated suitability reports including comprehensive research. Whilst not an exhaustive list, we can assist with:
- Annual Reviews
- Investment & Retirement Planning
- Estate Planning inc. Equity Release
- Cashflow Forecasting
We believe in freedom and so we work with you using your preferred style including your own reports and inhouse processes if required.
The great benefit of our service is that we can be as involved as you need, whether it’s the full works i.e helping to tailor the client outcome, comprehensive research and a suitability report or simply writing the suitability report, then the choice is yours. Either way, we will ensure that your paraplanning project is produced to the highest standard with a personable touch.
Consultancy
We provide consultancy services, tailored to your specific firm’s needs. This can be on an adhoc or ongoing basis. Whilst not an exhaustive list, we can assist with:
- Internal Process Review
- Technical Support
- Investment Research
- Virtual Client Meetings
The benefit of this service is that we can provide expert knowledge to help identify and overcome obstacles in the way of you having efficient and streamlined internal processes. In addition, you can use us to simply provide you with technical expertise, comphrensive research or write up meeting notes from attending one of your client meetings to help lighten your workload.
Training
We understand that searching for a new paraplanner and getting them up to speed takes precious time away from doing what you love. Let us train and mentor your internal team on an adhoc or ongoing basis to get your financial planning firm running super smoothly. Whilst not an exhaustive list, we can assist with:
- Recruitment & Onboarding
- Training & Mentoring including 121s
- Exam Support
- Suitability Report Reviews
The great benefit of this service is your team will receive all the support and tools they need through a dedicated paraplanner here, in order to develop them into confident, self sufficient, technical gurus of their own. Leaving you to focus your needs on other business areas.
‘The ability to act or change without constraint‘
– DEFINITION OF FREEDOM –
01. So what does The Paraplan Project do?
We understand that financial planners value time with their clients, collaboration with their paraplanners and freedom to tailor their service. That’s why we are passionate about working closely with you to provide a professional, yet personable paraplanning service with technical expertise underpinning all that we do.
02. How do you protect client information?
Protection of client information is our first priority and before commencing any service both parties will be required to sign a GDPR agreement. All our projects are carried out within a secure file sharing environment to ensure your client data is protected. The Paraplan Project is registered with the Information Commissioner’s Office.
03. When should I expect my project back?
Our paraplanning projects are returned within 5 working days of receiving a completed file, although they are typically delivered sooner. All consultancy and training projects are delivered within a mutually agreed timescale.
04. Are you regulated with the FCA?
The Paraplan Project is not regulated by the FCA as the financial planner is responsible for the client outcome provided. We do, however, take pride in our projects and want to ensure our projects adhere with FCA compliance and guidance. The Paraplan Project has Personal Indemnity cover for £1million.
05. What costs are involved?
We offer our projects on an hourly or fixed fee basis, which is bespoke to the service you require. Please contact us if you would like to find out more.
06. Sounds great but how do we get started?
You can contact us on [email protected] or go to our contact page to find other ways to get in touch. We would love to hear from you!
We would love to hear from you!
Please fill out the form below to schedule a chat.
