Outsourced Paraplanning Services

End-to-end paraplanning support that blends seamlessly with your practice – helping you deliver the advice your clients value most, while scaling efficiently and reducing overheads.

Discover How

Scale your advice, not your workload, with befree’s paraplanning services.

We provide outsourced paraplanning and admin support, delivering consistent quality, scalability, and security, freeing you from recruitment burdens.

GDPR
Compliant

ISO 27001
Certified
XERO Platinum
Partner
CISI Accredited
Partner
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Delivery Centres

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Global Clients

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Years of Experience

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Employees Worldwide

Our Outsourced Paraplanning Services

We are a one-stop solution to all your paraplanning needs. From admin support to research, complex calculations to report writing, our highly trained personnel ensure you receive accurate, timely, and compliant outputs – freeing you to focus on client relationships and business growth.

Our Admin Support & Annual Reviews service takes care of routine yet vital tasks like updating software data, chasing Letters of Authority, gathering provider information, and managing day-to-day admin work. We also prepare client annual reviews, ensuring accuracy and efficiency while freeing up your time for higher-value activities.
Our Research and Analysis service supports smarter financial decisions with cost and provider comparisons, detailed portfolio and fund analysis, and accurate CGT and bond tax calculations. We also handle pension carry-forward reviews, cash flow projections, and IHT calculations to give you clear, actionable insights.
Our Suitability Report Writing service covers a wide range of client needs, including new investment and pension reports, Bed and ISA, EIS/VCT, and pension switch reports. We also prepare annuity, protection, and fund-to-fund switch reports, delivering clear, compliant, and well-structured documentation every time.

Why Choose befree’s Outsourced Paraplanning Services

At befree, you don’t just get a resource – you gain a fully trained team backed by experienced managers and robust processes. Every deliverable is quality-checked, ensuring accuracy and consistency from day one. With ISO 27001-certified data security and seamless integration, combined with the backing of industry-leading dealer groups, we give financial planners like you reliable, scalable support without staffing hassles.

Ready from Day One

Our paraplanners come fully trained and experienced, delivering immediate value from day one – No lengthy onboarding or retraining.

Security You Can Trust

With regular audits, strong safeguards and robust data security, your client information stays protected, giving you peace of mind.

Seamless Continuity

Our layered management approach ensures consistent service delivery, smooth transitions, and uninterrupted support.

Scalable Support

Easily increase capacity without recruitment delays with our flexible engagement models and highly skilled professionals.

Who We Work With

We partner with financial planners and advisers across the UK, supporting both independent practices and those aligned with leading dealer groups. With proven experience of 19+ years servicing global clients, we understand diverse compliance needs and seamlessly adapt to different business models.

Connect With Us

Financial Planners

Our Outsourced Paraplanning Process

STEP 02

Setup & Training

  • We grant access to our workflow manager and train your team on its use, while simultaneously collecting all necessary system accesses from you.
STEP 04

Ongoing Support & Feedback

  • A dedicated manager ensures seamless coordination and open communication. Regular check-ins and access to resources keep the project aligned, efficient, and high-quality.
STEP 01

Requirement Analysis & Staffing

  • We meet to understand your scope of work and assign the most qualified staff before your project starts.
STEP 02

Setup & Training

  • We grant access to our workflow manager and train your team on its use, while simultaneously collecting all necessary system accesses from you.
STEP 03

Seamless Kickoff

  • On the start date, our team is fully equipped, trained, and ready to kick off your tasks immediately - no downtime, no delays.
STEP 04

Ongoing Support & Feedback

  • A dedicated manager ensures seamless coordination and open communication. Regular check-ins and access to resources keep the project aligned, efficient, and high-quality.

Focus on advice, not admin!

Seamless outsourced paraplanning that scales with your practice, ensuring accuracy, security, and continuity.
Boost Your Practice Now!
Still having more questions? See FAQs

Why Our Clients Love Us

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Transform your
business today!

Looking to outsource accounting or streamline your back-office operations? Book a free consultation or request a trial to discover how our expert consultants can support your practice’s growth.

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FAQs

What are the benefits of outsourcing paraplanning offshore?
Outsourcing paraplanning offshore offers financial advisory firms a cost-effective way to scale operations without compromising on quality. It provides access to a skilled talent pool, improves turnaround times, and reduces the burden on in-house teams. With paraplanning offshore support, your advisers can spend more time with clients. We handle routine research, reporting, and admin tasks efficiently behind the scenes.

At befree, we build our outsourced paraplanning services to deliver exceptional value while maintaining high quality. Costs depend on the type of support you need. This can be ad-hoc help, peak-period support, or a full-time resource.

We offer flexible, scalable pricing models tailored to your firm’s specific needs. By outsourcing with befree, you cut costs related to hiring, training, and infrastructure. We charge you solely for the level of support you require. With us, you can access experienced paraplanners cost-effectively while maintaining control and quality.

Our paraplanning outsourced team works collaboratively to ensure seamless support:

Main Resource: Your primary contact who manages daily tasks and client communication.
Back-Up Resource: Ready to step in during absences to keep services running smoothly.
Review Team Manager: Oversees quality, ensures timely delivery, and collects client feedback to maintain high satisfaction.

At befree, we offer comprehensive outsourced paraplanning services, including preparing client annual reviews, cash flow projections, portfolio analysis, fund research, suitability report writing, and other administrative tasks.

You can connect with us through our Contact Us page. Just share your details, and our team will get in touch to discuss your paraplanning needs.