Supporting Companies

What We Do

At Richmond Paraplanning it’s really important for us to provide you with a service that is tailored to your specific and unique needs. As paraplanners, we work alongside you and with you to produce high-quality reports that you can be comfortable presenting to your clients.

If you’re a company or a group of Financial Advisers and you already have a support team, we can provide additional help as and when needed.

We work alongside your existing team members to help during those busy times when you have a higher work flow but do not wish to take on a new member of staff.

Why outsource?
- Save time – By outsourcing your paraplanning, you can save time researching, writing lengthy reports and doing complex calculations. This provides you with more time to spend servicing your existing client base and providing them with better customer service.

- Save money – With outsourcing, there are no costs associated with hiring and training staff, which can become really expensive and time consuming. There aren’t any fixed salaries or labour costs. You only pay for the services that you require, when you need them freeing up cash flow within your business.

- Flexibility – As with all industries, Financial Services can see busy times and quiet times. Outsourcing provides flexibility for you to bring in additional resources to allow for seasonal demand.

- Access to external skills – Outsourcing comes with specialist knowledge, expertise, experience and qualifications that you might not have the resources to hire internally.

- Increase your business – Outsourcing allows you to spend more time out there finding new clients to increase your business and workflow.