Perks Paraplanning Solutions offers a flexible and efficient outsourced paraplanning service to financial advisers as and when they need it.

We understand how much paraplanning needs can fluctuate throughout the year and we know the impact unforeseen events and absences can have on even the most well established back office teams. Most adviser firms don’t have the luxury of having ‘spare’ paraplanners on hand throughout the year just to ensure they have sufficient cover for employee absenteeism or to cover the extra report demands at the start and end of tax years, and this is where Perks Paraplanning Solutions can help – we provide additional support to your team when you need it, for cover such as:

• Employee annual leave
• Long-term illness
• Marketing Campaigns
• Maternity / Paternity leave
• Busier seasons (e.g. tax year end / budget announcements)

Perks Paraplanning Solutions offers three areas of service, and you can choose which service(s) you wish to use for each case:

Research
To ensure all your clients receive a consistent service from you, we will use the research tools you already have in place to research the most appropriate provider for the product you have recommended. All research will be saved as a PDF and e-mailed to you at the end of the case so that it can be saved to the client file for compliance purposes.

Reports
We pride ourselves on offering a paraplanning service, rather than just a report writing service. This means that we consider the advice given in each case and double check the information contained within the file supports the recommendation made. Having worked as an adviser, I know how easy it is to ‘know your client’ in your head, but not have everything documented in a fact find.  The double check approach isn’t there to question your advice, as you are the adviser and quite simply it’s not our place to question you, but it does serve as a second pair of eyes making sure nothing important has been missed before the business gets written.

Administration Support
This includes pre-filling application forms (where providers offer editable PDFs, the applications will be e-mailed to you, where this is not available, we will print, complete and post to your offices) as well as providing PDF versions of Key Features, KIIDs and fund factsheets (as appropriate).

By working with us to deliver your excess paraplanning needs, you are able to meet client expectations and FCA obligations whilst keeping your costs down throughout the rest of the year.