Your specialist paraplanning support for 2plan advisers

Provided by Para-Pal.

Compliance aligned suitability reports structured to pass file check and pre-approval, helping 2plan advisers save time and reduce queries.

Book a discovery call

Submit a Case

Supporting 2plan advisers with suitability reports, research and case preparation.

Built specifically for 2plan advisers

Para-Pal provides paraplanning support specifically for advisers working within the 2plan network.

Suitability reports are structured with compliance expectations in mind, helping reduce queries during file check and supporting smooth pre-approval.

Whether you need help with a single report or ongoing support, Para-Pal is designed to integrate easily with your advice process.

Compliance-aligned reporting

Suitability reports structured to support smooth file check and support through pre-approval.

Flexible support

Support when you need it — without the commitment of hiring internally.

Clear communication

Direct contact throughout the case to ensure recommendations are aligned.

Reliable turnaround

Reports delivered within agreed timescales so advice processes stay on track.

When 2plan advisers choose to outsource their paraplanning

Many 2plan advisers find themselves balancing client relationships, compliance requirements and report drafting - often at the expense of time and growth.

After a full day of client meetings and administration, many advisers find themselves writing suitability reports late into the evening. Outsourcing paraplanning helps free up valuable time while ensuring reports are structured clearly and ready for file check.
Compliance expectations can change and interpreting the right wording for recommendations can be challenging. Having structured suitability reports prepared with compliance expectations in mind helps reduce queries and improve confidence before submission.
When workloads increase, report preparation can quickly become a bottleneck. Outsourced paraplanning provides additional capacity so cases can progress without delaying client recommendations.
Hiring an in-house paraplanner can be a significant commitment. Outsourced paraplanning provides flexible support without the cost and responsibility of recruiting additional staff.

You didn’t build your business to become a full-time paraplanner.

Our Process

01 - Submit your Case

Provide your fact find, meeting notes, and recommendation details through our secure portal or by secure email. We review the information and confirm the scope of the work required.
02 - Research and Report Prep

Our team carries out detailed research using industry tools and complete the Pre-approval process via back office. We will then prepare the suitability report structured in line with 2plan templates and business standards expectations.
03 - Adviser Review & Submission

You review the completed report and supporting research before submitting the case to Head office, helping reduce queries and delays.