Paraplanner Support
Experienced Paraplanner Support When You Need It
Alongside providing financial guidance to private and corporate clients, I continue to provide outsourced paraplanning and technical support to financial advisory firms.
With over 25 years experience in financial services and more than a decade working as a Paraplanner and Paraplanner Manager, I have supported advisers across a wide range of financial planning areas, including pensions, investments, retirement planning, cashflow modelling, inheritance tax planning and suitability report writing.
My experience includes managing teams of up to 15 paraplanners and technical specialists, supporting advisers with complex cases, developing technical resources and maintaining high standards of technical quality. Throughout my career, I have worked with a variety of firms, ranging from small boutique practices to multi-branch advisory businesses and national networks.
Support can be provided on a flexible basis, whether for ad-hoc case assistance, report writing, technical research, cashflow modelling, holiday cover or additional capacity during busy periods.
For further information on my experience and background, a copy of my CV is available on request.
Interested in discussing support requirements?
Please get in touch to arrange an informal conversation about your firm's needs and how I may be able to assist.
FAQs
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I can support financial advice firms with suitability reports, annual review reports, technical research, existing policy analysis, product comparisons, cashflow modelling, technical calculations and ad-hoc technical queries.
Support can be provided on a flexible basis, including one-off cases, additional capacity during busy periods, holiday cover, recruitment gaps or longer-term support arrangements.
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Support can be provided across a wide range of financial planning areas, including retirement planning, pension reviews, drawdown, pension consolidation, investment planning, ISA and GIA recommendations, investment bonds, estate planning, provider-based trusts, Business Relief solutions and inheritance tax planning.
Defined Benefit transfer advice is excluded.
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No. Clear Thinking Finance UK provides outsourced paraplanning and technical support services to regulated financial advice firms.
All work is prepared on the instructions of the regulated advice firm. Responsibility for advice, suitability, compliance approval and final recommendations remains with the regulated advice firm.
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Client confidentiality is extremely important. Secure document sharing can be arranged through Microsoft OneDrive, using dedicated folders for each adviser firm and individual client folders where appropriate.
Alternatively, I am happy to work through your firm’s preferred secure portal, subject to access being provided.
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Clear Thinking Finance UK is registered with the Information Commissioner’s Office and maintains appropriate data protection and confidentiality procedures.
Client information is only used for the purpose of completing agreed paraplanning or technical support work and is handled securely throughout the process.
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Yes. The aim is to adapt to your existing advice process, report style and compliance expectations rather than asking your firm to change the way it works.
During the early stages of working together, time will be taken to understand your preferred approach, which should help work become more efficient and consistent over time.
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Fees are agreed depending on the type of work required, complexity, timescales and the level of information provided.
In the early stages, work is usually agreed on a flexible basis while I get to understand your firm’s process, report style and expectations. Over time, fixed-fee or hybrid arrangements may be considered where appropriate.
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Urgent cases can often be accommodated, subject to existing workload and the complexity of the work required.
Timescales will be agreed before work begins, and if anything arises that may affect delivery, this will be communicated as early as possible.