Outsourced Paraplanning
At Finlink, our outsourced paraplanning services provide access to skilled, dedicated paraplanners on a flexible, pay-as-you-go basis. Our freelance paraplanners are at least Level 4 diploma qualified in Financial Advice, ensuring high-quality support tailored to your Financial Planners needs.
You’ll have direct relationships with these paraplanners, who will seamlessly integrate into your team, using your templates and systems. Whether you’re looking for long-term solutions or ad-hoc paraplanning services, Finlink has the expertise to help your business thrive.
Paraplanners
Our experienced paraplanners are handpicked for their expertise and dedication. While all are at least Level 4 diploma qualified in Financial Advice, many are also chartered, bringing a wealth of industry experience to all the advice firms and their financial advisors they partner with.
You’ll have a direct relationship with your paraplanner, ensuring consistency and clear communication. No need to worry about switching professionals for each report or struggling to get in touch—we prioritise reliability and accessibility.
Outsourced Paraplanning Services
Our paraplanning services are designed to seamlessly integrate into your business. Our paraplanners have extensive experience working with different businesses and adapting to systems, processes, and report templates.
This flexibility ensures that your clients won’t notice any difference between an in-house report and one completed by our external paraplanners. Whether you need full paraplanning, including research analysis or just suitability reports, our paraplanners adapt to your needs.
Outsourced Paraplanning Fees
Our structure sets us apart from other outsourced firms. Many of the paraplanners we work with are unlikely to charge VAT on their fees, making our services more cost-effective.
Each paraplanner is carefully vetted and works within market fees and service-level agreements. As a leading paraplanning business, backed by market research, we offer insights into fees, qualification standards, and more. For access to our full market research, including fee structures, click here
Outsourced administration and compliance
We also offer outsourced IFA administration and compliance services for financial and mortgage advice. These tasks are handled by suitably qualified, experienced professionals who ensure high-quality support. Whether you need assistance with administrative duties or compliance requirements, our experts are equipped to provide reliable, efficient solutions tailored to your business needs
FAQ
What type of professionals can I access?
Paraplanners who are at least level 4 diploma qualified, IFA administrators, compliance professionals, mortgage paraplanners and administrators
What are the typical costs the professionals charge?
The professional you work with will be running a small business and will be working completely independently. Therefore, they will not have expensive overheads that are typically present in a larger company. There is also a possibility that they will not be registered for VAT which can provide an immediate discount to fees.
The important point here is that you can agree on the fees directly with the professional.
How much control would I have over work prioritisation?
The professionals are looking for long-term relationships and understand the order they receive work from you may not be the order you would like the work to be complete.
By having a direct relationship with them, you can let them know what your priorities are.
How much interaction can I have with the professionals, particularly if there are special instructions, or if I need amendments to be made?
By having a direct relationship with the professionals you can speak with them as often as you feel is required. At the outset, when things are new, some amendments may be needed, but as you build a relationship, your professional support will have a far greater understanding of your requirements
What involvement does Finlink have on a day-to-day basis?
All your day-to-day work will be conducted between you and the professional. Between you, you can control the work that is required to meet your business needs and ensure this is delivered in the timescales that you need it.
Whilst we will not have any involvement on a day-to-day basis, we will maintain an ongoing relationship with you to ensure that all is going well.
In addition, should your requirements change we want to be on hand to help you should you need us.
Will the paraplanning support work in line with my report templates, and processes or impose their own on me?
You will have a direct relationship with the paraplanner where they can work with your processes, templates, and systems.
What systems do they use?
They will use your systems where you need them to.
How do we transfer data?
The professionals can either work on your systems directly, or if you’d prefer, they can use a cloud storage device such as onedrive where you can drop the required information. If you’ve not used this before, the professional will be able to guide you through this.
What do they need to write the report?
The same things you or your team would need to write a report.
What do we do to vet the professionals?
Like any business-to-business relationship we don’t ask for CVs or ask employers for references. Instead we gain our trust by asking the professional to explain their industry knowledge, their experiences and to demonstrate their technical knowledge, both through tests but also questions.
We speak with lots of prospective professionals each year and this vetting process means, to date, we only work with c5% of those who have wished to work with us.
Once signed up what are the next steps?
We will introduce you to the appropriate professional(s) for your need(s) where you can both get the best understanding of how you would like to work together.
Who would I work with?
We will introduce you to the professional(s) that meets both your technical requirements and who has the appropriate availability
Want to find out more?
If you’d like to learn more about how we can support your paraplanning, administration, or compliance needs, we’re here to help. Simply click this link and fill in your details, and a member of our team will get back to you to meet your business requirements
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