Paraplanning support for SimplyBiz advisers
Para-Pal provides outsourced paraplanning support for financial advisers operating under the SimplyBiz network, helping firms manage research, suitability report preparation and technical case work more efficiently.
Outsourced paraplanning for SimplyBiz financial advisers
Many advisers operating under the SimplyBiz network choose outsourced paraplanning support to help manage case preparation and technical research requirements.
Para-Pal provides flexible paraplanning capacity to support financial advisers with research, suitability report preparation and technical planning analysis across a wide range of pension and investment cases.
We work with various SimplyBiz advisers and so we dont just write the reports, we vet them against the compliance standards and ensure a clean file check on every case.
Suitability report preparation
Support with drafting clear and structured suitability reports to help advisers prepare documentation efficiently while maintaining strong compliance standards.
Research and technical analysis
Research across pensions, investments, platforms and planning strategies to support adviser recommendations and client outcomes.
Additional paraplanning capacity
Flexible outsourced paraplanning support to help advisers manage workload peaks without the need to recruit additional in-house staff.
Industry tools used to support adviser cases
Para-Pal works with a range of recognised financial planning tools used by advisers across the UK advice sector.
