Outsourced paraplanning
for 2plan advisers
Structured, compliance-aligned suitability support designed to reduce file check queries and free up your time.
Why 2plan advisers choose to outsource paraplanning
Many 2plan advisers find themselves balancing client relationships, compliance requirements and report drafting - often at the expense of time and growth.
Evenings spent drafting suitability reports
Uncertainty around compliance wording
Delays caused by limited capacity
Considering hiring, but not ready for the overhead
You didn’t build your business to become a full-time paraplanner.
Why outsource with us?
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Better Outcomes
We go beyond just following instructions. Our team offers tailored recommendations and proactive suggestions designed to enhance client outcomes and create real value for your business.
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Right the First Time
Your time is valuable, and accuracy is our priority. Every report undergoes a meticulous review by a second paraplanner to ensure it’s spot-on before it reaches you. Trust is our founding value and this is the core of everything.
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Easy as 1,2,3
We build lasting partnerships by fully integrating into your processes. Our ongoing collaboration ensures greater efficiency, smoother workflows, and a truly seamless experience for you and your clients. We submit all pre-approval work.
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Secure and Simple Solutions
With our robust digital infrastructure, your client data is always protected. Our secure document transfer system keeps an organised audit trail, giving you peace of mind while meeting regulatory standards.
Our Services
Pre-approval
We ensure that your cases are fully compliant before submission, reviewing documentation to meet compliance guidelines. Our thorough pre-approval process minimises delays and ensures a smooth approval journey.
Research
Our team conducts in-depth product and provider research tailored to the client’s specific needs, fully aligned with your networks compliance framework. We provide detailed comparisons to support well-informed advice decisions.
Reporting
We deliver comprehensive, client-friendly reports that clearly present recommendations, investment strategies, and ongoing benefits, ensuring they comply with compliance processes while providing maximum clarity to clients.
What our Clients Say
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“Lauren has been my behind-the-scenes powerhouse. As a solo adviser, the support has given me the freedom to focus on my clients without worrying about paraplanning. Her support has been key to my business’s smooth transition and ongoing success at 2plan. Lauren’s work is our best kept secret!
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“When we joined 2plan, Lauren and the Parapal team made our transition seamless. Their expertise, clear process, and fixed-fee structure have allowed us to deliver better client outcomes while keeping costs predictable. They’ve been a key part of our growth and success.”
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“Para-pal consistently provides excellent file notes and thorough rationales, ensuring that advice recommendations are well-documented and compliant. Their approach and clear communication make it easy to review cases efficiently and with confidence.”
Got questions?
We’ve got you covered.
Check out our FAQs page for answers to the most commonly asked questions about our services.
Contact Us
Contact us to discuss how our outsourced paraplanning services can support your business with precision and efficiency.