Client Login
▾
 Australia  United Kingdom  USA  India  SuperRecords AU
Menu

Paraplanning Outsourcing

Professional and affordable outsourced paraplanning services for financial advisors and firms working as an integral part of your team.

Outsourced Paraplanning Services
Outsourced Paraplanning Services

Why to outsource your paraplanning?

Outsourcing your paraplanning is a strategic decision for financial advisory firms seeking operational efficiency and enhanced productivity. Outsourcing enables access to a pool of skilled and dedicated paraplanners who bring expertise in navigating complex financial regulations and market trends.

Additionally, outsourcing paraplanning can lead to cost savings, as it eliminates the need for extensive in-house training and infrastructure investments. Overall, choosing to outsource paraplanning services provides a streamlined approach to financial planning, fosters business agility, and allows firms to focus on delivering high-quality advisory services to their clients.

What befree offers as an outsourced paraplanning services provider?

Working with a number of financial advisory firms over a long period of time has given us experience with a wide range of circumstances, which we can use to the work we do for you. We know that no two advisory firms are the same, so we get to know you and to provide the best possible support services, ranging from paraplanning to annual reviews and everything in between. Below is the brief overview of the solutions that we offer to meet all your paraplanning needs.

Outsourced Paraplanning Services

Administration

  • Software data updation
  • LOA chasing
  • Collating information from existing providers
  • Any other administrative tasks

Annual Reviews

  • Client's annual review
  • Up-to-date valuations

Research and Analysis

  • Cost comparisons
  • Portfolio analysis and fund research
  • CGT planning
  • Bond tax calculations
  • Pension carry forward calculations
  • Cash flow projection
  • IHT calculations
  • Annuity and protection research before recommendations

Suitability Reports

  • New investments and pensions reports
  • Bed n ISAs
  • Pension switch reports
  • Annuity reports
  • Protection reports
  • Fund to fund switch reports
  • EIS/VCT reports

How do we work with you?

Our outsourced paraplanning services model revolves around a collaborative team effort, providing you with a seamless experience. Here’s a summary of our service model:

Main Resource

  • Your primary point of contact
  • Handles day-to-day tasks and client communication

    • Back-Up Resource

  • Steps in seamlessly during the main resource's absence
  • Ensures uninterrupted services

    • Review Team Manager

  • Oversees tasks to eliminate minuscule errors
  • Monitors the team for timely delivery
  • Gather regular client feedback for maximum satisfaction

    • Paraplanning Services Process Flow

    Our outsourced paraplanning services model revolves around a collaborative team effort, providing you with a seamless experience. Here’s a summary of our service model:

    STEP 01
    Initial Consultation

    Understanding your firm's specific requirements and expectations

    STEP 02
    Task Assignment

    Allocating tasks to the main resource with clear instructions

    STEP 03
    Team Collaboration

    Leveraging the collaborative efforts of the main resource, backup resource, and review team manager

    STEP 04
    Continuous Communication

    Maintaining regular communication for updates and feedback

    STEP 05
    Quality Review

    Thoroughly reviewing each task before delivery to eliminate any errors

    STEP 06
    Client Feedback

    Gathering feedback from you to ensure maximum satisfaction

    STEP 07
    Ongoing Support

    Providing uninterrupted services, even in the absence of the main resource

    01

    Initial Consultation

    Understanding your firm’s specific requirements and expectations

    02

    Task Assignment

    Allocating tasks to the main resource with clear instructions

    03

    Team Collaboration

    Leveraging the collaborative efforts of the main resource, backup resource, and review team manager

    04

    Continuous Communication

    Maintaining regular communication for updates and feedback

    05

    Quality Review

    Thoroughly reviewing each task before delivery to eliminate any errors

    06

    Client Feedback

    Gathering feedback from you to ensure maximum satisfaction

    07

    Ongoing Support

    Providing uninterrupted services, even in the absence of the main resource

    By following this detailed process, we aim to provide a comprehensive and customized paraplanning outsourcing solution tailored to the unique needs of your financial advisory firm.

    Our Outsourced Paraplanning Service Model

    Our outsourced paraplanning services model revolves around a collaborative team effort, providing you with a seamless experience. Here’s a summary of our service model:

    Main Resource

    Part time / Full time

    Committed Model

    Volume based

    Solutions

    • Weekly video calls with your team
    • Access to our highly intuitive workflow management portal
    • Access to UK paraplanners
    • Fixed annual fee
    • No holiday or training headaches

    We use the Tools you use to provide Paraplanning Support

    Our paraplanners are experts in using all the major software and have many years of experience in working with major service providers and platforms in the UK. Here are
    some of them……

    11
    10
    09
    08
    07
    06
    04
    05
    03
    02
    01

    How Do You Benefit

    Cost Savings and Efficiency

    Competitive pricing can save you up to 40% compared to in-house accounting, optimizing resource allocation.

    Compliance Assurance

    befree's experts keep you compliant with evolving tax laws, minimizing risks and penalties.

    Access to Specialized Expertise

    Our team of accounting experts guarantees accurate financial management, both domestically and internationally.

    Tailored Solutions

    We offer customized solutions and flexible pricing structures, designed to suit the specific needs of businesses.

    Enhanced Focus on Core Activities

    Outsourcing eliminates staff-related concerns, allowing companies to focus on their core activities, with support from accounting experts.

    Efficient Workflow Management

    Our job portal provides real-time tracking, offering visibility into the progress of tasks and projects, which enhances collaboration and transparency.

    Data Security

    Your data is treated with utmost seriousness

    We are ISO 27001 certified. We ensure your data remains secure and is compliant with local data protection policies.

    Accreditations & Partnerships

    Improve efficiency and Increase Profit Margins

    Talk to us today

    Employee Range

    Which Services?
    How did you hear about us?