Paraplanning services

Streamlined Paraplanning Solutions, Elevating Your Practice.

Paraplanning services

Streamlined Paraplanning Solutions, Elevating Your Practice.

Outsourced Paraplanning Services

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.

You won’t have to design your own technique or processes because we’ve already done it for you.

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.

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.

Admin and Research

We offer different administration support to the advisers including:

Administration

We collect all the quantitative detailed information required to compile a financial plan. Specific activities include:

  • Check all compliance paperwork is present
  • Confirm client risk profile is determined
  • Discuss client objectives with the advisor
  • Call providers to get the existing plan information
  • Implementing the recommendations

  • Complete application forms
  • Ensure all compliance paperwork is in order as recommended by the advisor
  • Make changes to clients’ investments as instructed
  • Implement the chosen investment strategies
  • Review

  • Prepare the annual review meeting pack.
  • Review investment portfolio, asset allocation, risk profile, etc 
  • Suitability Report

    We work with advisors to identify the areas for planning. Then complete research to identify suitable solutions to meet the client’s needs.

    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.

    ISO-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.

    ISO-Security

    We Use the Tools You Use

    Our End-to-End Accounting and ERP Solutions

    We seamlessly integrate with all the leading Cloud Accounting, Accounts Production, and ERP platforms to provide a comprehensive and unified financial management solution.