Paraplanning service
Our paraplanners write suitability reports for firms that use Advisin. They work on the case in your own Advisin account, and your adviser approves the report before your compliance user signs the case off.
£95
a standard report, approximately. Prices exclude VAT.
Defined benefit transfers, cases involving business assets and cases with several providers are quoted before our paraplanner starts.
How a report is written
- You add our paraplannerOur paraplanner joins your Advisin account with a paraplanner seat, which is free.
- You assign the caseWhen the fact-find is complete and the letters of authority are back, you assign the research and report tasks.
- We research and draftOur paraplanner researches and writes the report on the case, using the file your firm has built.
- Your adviser approvesYour adviser reviews the report, edits it and approves it.
- Compliance signs offYour compliance user signs the case off, and the report goes to the client to sign.
The work stays on your case
The research, the draft and every edit sit on the case in your account, with the same record of who did what as work done by your own staff. Our paraplanner's tasks carry their name and the date each was done, and the case log keeps every stage change.
Your adviser gives the advice and approves the report, and your firm's compliance process signs it off.
