Paragem’s Paraplanning team offers a cost effective and comprehensive service allowing advisers to focus on relationship-building and other revenue generating activities while having peace of mind that their plans are produced to the highest standards.
Our Paraplanning team can be utilised in several ways:
- Specialised service for complex plans
- Retainer for outsourced back-office
- Overflow service to suit your needs
The adviser supplies the fact find, risk profile, recommended strategies, products and the fees to be charged. Paragem Dealer Services then produces a comprehensive, compliant Statement of Advice following the advisor's specifications.
Outsourcing your paraplanning in this way is a cost-effective alternative which will allow you to spend more of your time face to face with your clients.
By taking advantage of these services you can expect to receive:
- Rapid turnaround of professional, compliant Statements of Advice
- Access to a pool of highly skilled and up-to-date resources
- Collective experience and expertise from our team of specialist paraplanners used to continuously refine strategies and templates
- No conflict of interest with product manufacturers
- Flexibility to cater for variable demand
- Lower total cost compared to retaining similar expertise in-house
