What Can Outsourcing Do For You?

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Paraplanning has become an essential part of the financial planning industry, allowing financial planners to focus on spending time with their clients, as opposed to time-sapping research and paperwork.

The benefits of outsourcing your paraplanning include:

• More time to spend with clients
• Less recruitment costs - pay only for the services you use
• Reduced overheads - save on everything from extra office space to holiday pay
• Flexibility - no obligation to provide work when volume is low
• No commitment - change paraplanners if something isn't working for you

Sourcing a paraplanner can be expensive when you factor in the potential recruitment fee and time required to train a new starter. Alternatively, you can take on a trainee paraplanner, although this may mean they are limited in their abilities. 

The long road to competence can only come with experience. 

Considering how in-demand technical paraplanners currently are, you also always face the risk that they could leave the business, costing you time and money to find a replacement.

Bespoke Paraplanning allows you to outsource this crucial function to an experienced technical paraplanner; safe in the knowledge that you will only pay for what you need without having the fixed cost of employing an in-house paraplanner (although you can use our services on a retainer basis). 

In addition, you can use our service to complement your existing staff as and when you require.

Outsourcing requirements will vary depending on the individual adviser and firm. This is why we tailor the solution to you - whether you are in the up north, down south, or anywhere in between. 

This is all for a transparent cost agreed up front.

For more information on how we can help your business, email us at Dan@bespoke-paraplanning.co.uk.