Outsourced Paraplanning Support

Outsourced paraplanning support for financial advisers

Para-Pal helps financial advisers move cases forward with dependable outsourced paraplanning support, including research, suitability report preparation and technical case support.

View Fees Contact Para-Pal
Pay as you go No retainers No minimum case commitments
Research Structured technical analysis across pension and investment cases.
Suitability Reports Clear, well-prepared documentation to support adviser workflows.
Flexible Support One-off cases or ongoing outsourced capacity when you need it.
Why advisers outsource

When report writing becomes a bottleneck, good advice takes longer to deliver

Many advisers need additional technical support without the cost and commitment of hiring in-house. Outsourced paraplanning helps create capacity while keeping the advice process moving.

More time for clients

Spend less time on report writing and technical administration, and more time on meetings, relationships and advice delivery.

Extra capacity when needed

Scale support around adviser workloads, whether for occasional cases, overflow work or regular paraplanning requirements.

A simpler operating model

Get the support you need without retainers, long-term staffing costs or minimum case commitments.

How it works

A straightforward extension of your advice process

01

Submit the case

Share the client information, objectives and relevant documents needed to define the scope clearly.

→
02

Research and preparation

Technical work is completed to support the case, including research, comparisons and report preparation.

→
03

Review and progress

You review the completed work and move the case forward with more efficiency and less pressure.

What we help with

Support across the cases advisers handle every day

Para-Pal supports a wide range of pension, investment and technical case work, helping advisers access practical outsourced paraplanning support when they need it.

Pension cases

  • New pensions
  • Pension switching
  • Drawdown cases
  • Annuity research
  • Long-term care cases

Investment cases

  • ISA transfers
  • New investments
  • Portfolio switches
  • DIM research
  • Annual reviews

Technical support

  • Cashflow modelling
  • IHT planning research
  • Product comparisons
  • Whole of market research
  • Back-office recommendations
Experience you can rely on

Qualified, dependable support for advisers reviewing a new paraplanning partner

Para-Pal is led by Lauren Rashid, a qualified financial planning professional with a first-class BSc (Hons) in Financial Planning and multiple CII qualifications including AF7, AF8 and AF6.

If you are reviewing outsourced support options, you can also explore our due diligence checklist for outsourced paraplanning.

BSc (Hons) Financial Planning
AF7 · AF8 · AF6 CII qualifications
Adviser-focused Support across pension and investment cases
Explore further

Helpful resources for advisers considering outsourced paraplanning

Outsourced Paraplanning Learn how outsourced paraplanning support works in practice. Fees & Pricing View transparent paraplanning fees and pricing information. Financial Planning Tools See the research and planning tools used to support adviser workflows.
Ready to get started?

Clear pricing, flexible support and no minimum case commitments

Whether you need support with a single case or ongoing outsourced capacity, Para-Pal provides practical paraplanning support for financial advisers.

View Fees Contact Para-Pal