Outsourcing

Why Outsource?

Outsourced paraplanning has a number of advantages for your financial planning firm, most crucially it allows you the capacity to spend time with your clients and not be tied up with administration. Whereas in-house paraplanners add a significant fixed cost to your business (although can undoubtedly add value), outsourcing can provide a more cost effective, flexible solution.

You may already have an in-house paraplanner and need some additional support during busy times or to cover maternity/paternity leave; or you may prefer to use a service where you pay for what you use and not incur the overheads of recruiting and retaining staff.

Whether you require advice on implementing a system, structuring a support team or suitability report completion, Reflect Paraplanning can be of real benefit to your business.

Flexible

Pay for what you truly need each month

Supportive

Let us take the strain during your busy business peaks

Knowledgeable

Highly skilled in our field – in fact Jessica is Chartered

Why choose us?

We are very flexible

Only pay for what you need – no monthly retainer required (although this can be arranged if you would prefer).

Seamless transition

We will get to know your business and its ethos, making our support personal and feeling like we are part of your team (wherever you are based).

Extensive knowledge

Over the years we have answered a lot of questions and gained extensive knowledge and experience which helps us to provide an efficient, comprehensive and professional service.

Passionate

We are passionate about paraplanning! So much so Jessica Smith-Burrows is proud to be on the Paraplanning Standard Committee (created by Standards International). This will promote and enhance the professionalism of the industry and help attract new entrants.

“A highly qualified, efficient solution to meet the needs of the ever changing advice sector is available by engaging the services of Reflect Paraplanning.”

Jessica Smith-Burrows

Owner