Paraplanning for 2plan Advisers

Paraplanning support designed for 2plan advisers

Para-Pal provides specialist outsourced paraplanning support for advisers operating under the 2plan network, helping firms manage research, recommendation drafting, pre-approval preparation and back-office case support more efficiently.

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Pre-approval support Recommendation drafting Back-office assistance
2plan-aware workflows Support prepared with 2plan processes and expectations in mind.
Research & suitability support Clear case preparation across pension, investment and technical work.
Flexible outsourced support Pay-as-you-go paraplanning support with no retainers or minimum commitments.
Support for the 2plan process

Practical paraplanning support that fits the way 2plan advisers work

Para-Pal supports advisers with the technical and documentation-heavy parts of the advice process, helping reduce bottlenecks and keep cases moving from research through to submission.

Pre-approval preparation

Support with case preparation, suitability documentation and structured outputs to help advisers prepare cases for pre-approval more efficiently.

Recommendation drafting

Support with drafting recommendations and preparing clear suitability report content to align with adviser objectives and case requirements.

Back-office case support

Additional capacity for organising technical case work, preparing supporting material and helping advisers manage workflow pressure.

How Para-Pal supports 2plan advisers

From fact find to submission-ready case preparation

01

Case information received

Fact finds, objectives, meeting notes and provider information are reviewed so the technical scope is clearly understood.

→
02

Research and analysis completed

Relevant planning analysis, comparisons and technical work are carried out to support the adviser’s recommendation.

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03

Recommendation and pre-approval support

Recommendation drafting, suitability support and supporting documentation are prepared to help the adviser progress the case.

Tools and systems

Supporting adviser workflows with recognised industry tools

Para-Pal works with tools commonly used across adviser workflows, including platforms and systems that support research, recommendations and risk profiling.

2plan systems

  • 2plan pre-approval workflows
  • 2scan
  • 2invest

Planning and analysis

  • Selectapension
  • Cashflow modelling tools
  • EV Pro Risk Profiler

Research and comparisons

  • FE Analytics
  • Adviser Asset
  • Product and platform comparisons
Why advisers use outsourced support

Additional technical capacity without building more internal overhead

Many advisers use outsourced paraplanning support to reduce report-writing pressure, improve case turnaround and access dependable technical support without recruiting in-house.

Para-Pal provides support for one-off cases and ongoing workloads, helping advisers operating under the 2plan network manage capacity more flexibly.

Clear recommendation support Drafting and preparation support for adviser recommendations.
Pre-approval readiness Structured case support to help advisers prepare documentation efficiently.
Back-office flexibility Practical outsourced capacity to help reduce workflow bottlenecks.
Related adviser resources

Explore more outsourced paraplanning support

Outsourced Paraplanning Learn more about outsourced paraplanning support for financial advisers. Paraplanning Fees View transparent outsourced paraplanning fees and pricing information. Due Diligence Checklist Review key considerations when appointing an outsourced paraplanning provider.
Need support with a 2plan case?

Specialist paraplanning support for 2plan advisers

Para-Pal supports advisers with pre-approval preparation, recommendation drafting, research and back-office case support to help keep advice processes moving.

Contact Para-Pal View Fees