Your Outsourced Paraplanning Partner
Root Paraplanning specialises in tailored, streamlined and adaptable outsourced paraplanning solutions for financial advisers nationwide.
What Does a Paraplanner Do?
The role of a modern-day paraplanner goes far beyond the traditional research, analysis, and preparation of financial plans and recommendations. We work closely with Advisers, addressing issues such as financial modelling, compliance and regulation, workflow management, client communication, and in-depth analysis.
Providing comprehensive technical support across a range of topics, including research, complex financial calculations and analysis of plan data, gives you more time with your clients. Our detailed and engaging reports and actionable insights, tailored to your individual client needs, also include ongoing support. This ensures no confusion and a focused approach to your client's requirements.
Our Paraplanning Services
As an outsourced paraplanner, we appreciate the changing financial landscape and enhanced regulatory obligations.
Our high-quality support services focus on the needs of you and your clients, targeting long-term success.
Report Writing
From pension switching to cash flow forecasting, drawdown to annual reviews and more; check out the array of reports we can provide.
Research and Analysis
From plan analysis to comprehensive research, we deliver in-depth research and ad-hoc calculations.
The Benefits of Outsourcing Your Paraplanning Needs
We don’t believe in a one-size-fits-all approach to outsourced paraplanning; instead, we adapt our services to the individual needs of financial advisers and their clients.
Access to specialised services
Flexibility and scalability
Cost savings
Enhanced efficiency and productivity
Time savings
Reduce compliance risk
Quality assurance
Get in touch.
Partner with Root Paraplanning to navigate extensive regulatory challenges and changing client scenarios, meeting the growing demands for personalised paraplanning expertise.
What Our Clients Say
Potential clients often ask, “What does a paraplanner do? What exactly do you offer?” We let our clients speak for us; here’s what they have to say.
“Stuart has provided a brilliant service to our team and advisers, particularly on producing suitability letters. He has great technical knowledge, attention to detail, and gets tasks done to a high standard in a timely manner. I would highly recommend Root Paraplanning to any firm looking for high quality external paraplanning support.”
A Flexible Approach to Pricing
All work is conducted to the same high standards, seamlessly integrating with existing procedures, delivered promptly and efficiently.
Conscious of individual business demands, we offer a two-tier dynamic pricing system.
Contingent Pricing
Best described as a pay-as-you-go service, case reviews will be completed in two working days, and final reports delivered in five. With no upfront or ongoing fees, work is invoiced on a monthly basis.
Retained Pricing
Ideal for financial advisers with a large client base, case reviews are completed within one working day and final report within three. The monthly retainer is offset against monthly charges with any unused element rolled over to the next month.
Our Commitment to Excellence and Trust
We are committed to providing the highest-quality, tailored, outsourced paraplanning services, fulfilling the needs of advisers, their firms and clients within an ethical and regulatory framework.
Get in Touch
Contact us today and take the first step towards personalised paraplanning solutions with a comprehensive support service.