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.