Do I need a Paraplanner?

If you are a progressive IFA business that is looking to develop your Client Value Proposition, then you will undoubtedly need to increase resource. A paraplanner will provide support in the key areas that deliver value to your business and your clients.

Why Outsource Paraplanning?

The experience of many IFAs is that recruiting the right Paraplanner is a difficult and expensive proposition. In addition to the initial outlay, you will then be liable to the normal ongoing costs of employment, with no guarantee that the recruit will live-up to your expectations. Outsourcing your Paraplanning has become the preferred short-to-medium term solution for many developing IFA businesses.

What Services Do You Offer?

Paraplanning Direct aim to provide a full range of services built on our extensive knowledge of the IFA Market and developing business models. For more details visit our services page.

How Much Does It Cost?

The costs of our services typically represent a small portion of the income that they generate for our IFA clients, which does not take account of the indirect time released to generate further revenue for the firm. For a sample menu of charges Click Here

How do I find out more?

To request an introductory pack please visit our contact page.