our services

Our three core principles form the foundations for each of our services, which are designed with our clients’ needs and requirements in mind.

Going over and above is an integral part of what we do, which means we proactively look for ways we can add value to our clients’ internal propositions and output. This enables our clients to provide a more efficient and concise experience to their own clients, whilst freeing up their time in the process.

 

Our Paraplanning support is provided through two different services:

Business Meeting
Para-dox Plus

Our Plus service is a fully bespoke Paraplanning service tailored to meet your specific ongoing needs and requirements. We provide an integrated service to complement existing internal processes and suitability report structure, providing a streamlined and consistent approach.

 

Our internal team are embedded into your existing proposition, using our collective experience to add further value wherever we can whilst maintaining an efficient Paraplanning service.

 

Making Paraplanning personal: we understand that our clients have differing needs and requirements, so after completion of an initial trial period, we create a bespoke fixed-price charging structure based on these assessments.

 

Through our Plus service, a minimum monthly retainer is applicable which enables us to plan workflow accordingly and maintain our efficient turnaround times.

Para-dox Flex

Our Flex service is Paraplanning done our way, using our own suitability report style and processes. Our Flex service also operates using our fixed-price structure, but without a minimum monthly retainer.

This offers a ‘pay-as-you-go’ structure which is ideal for clients who require intermittent ongoing support whilst maintaining the same level of ongoing efficiency and quality.

Business Team

To find out more about our services and pricing, please contact us.

Outsourced Paraplanning UK