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OUTSOURCED PARAPLANNING SERVICES
Supporting financial advisers, business owners, and in-house paraplanners
Paraplanning Expertise
Outsourcing essential competencies such as paraplanning or investment management is fraught with risk, and some businesses are hesitant to do so for fear of losing control.Â
We describe outsourcing at befree as the formation of strategic alliances that, when paired with fast-paced technical breakthroughs, enable the creation of limitless chances for new and adaptable business models and strategies. Some of the most significant advantages of modern outsourcing include reduced trouble, increased flexibility, and the capacity to quickly adjust to new trends.
We collaborate with financial advisors to assist clients in making sense of their finances. We integrate our outsourced paraplanning services alongside business owners, financial planners, advisers, and in-house paraplanners, sharing ideas and insights through research, analysis, and reports.
India
Bengaluru
Mumbai
Gandhinagar
UK
London
Australia
Brisbane Office​
Sydney Office
Melbourne Office
Perth Office
Adelaide Office
Our Offering
Our research, analysis, and report writing services integrate effortlessly with your organisation, improving service and raising professional standards.
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.
You won’t have to design your own technique or processes because we’ve already done it for you.
All of these elements, together with our qualified and experienced personnel, are critical to our ability to provide outsourced paraplanning services to financial advice businesses across the United Kingdom and Australia.
Suitability Report Preparation
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Admin tasks
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Statement of Advice preparation
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Admin tasks
- New client entry – Risk & Wealth
- Fact find & Reverse fact find entry
- Checklist calling to various funds
- Checklist entry into various CRMs
- Online application – Risk & Wealth
- Annual Planning Review (APR's)
- Record of Advice (RoAs)
Suitability Report Preparation
- Research, analysis and due diligence
- Reports for a new product or investment
- Reports for investment or pension switches
- Reports and strategy for taking benefits
- Annual reviews
- DB pension transfers
- Product research and filtering
- Investment gain calculations
- Pension calculations including annual and lifetime allowance
- IHT calculations
- Lifetime cash flow forecasts and financial plans
Statement of Advice preparation:
- Risk only
- Super and insurance
- SMSF
- Change underlying super investment
Statement of Advice preparation
- Risk only
- Super and insurance
- SMSF
- Change underlying super investment
Why Us?
Dedicated at all times
Across research, implementation, meetings, and evaluations, our committed team works as if they were your own employee.
Security that is bulletproof
Our ISO27001 certification ensures that data is kept safe, secure, and in the appropriate hands at all times.
Lightning-quick
Our SOA specialists will respond as quickly as possible, and everything will be viewable and tracked in the secure workflow portal for speed and control.
Quality that has been certified
Our qualified team is RG146-certified and has extensive experience with simple, moderate, and sophisticated techniques.