Scalable Paraplanning Support for Financial Advisers
Reliable, compliant paraplanning support to help your advisory firm scale with confidence.
Technical Precision to Support Your Expert Advice
As a Financial Adviser, your strength lies in your relationships and your strategy. At Sargun Outsourcing Solutions, we provide the technical expertise to turn those strategies into compliant, client-ready documentation. Our paraplanning team acts as a seamless extension of your firm, handling the complex research and report writing that powers your advice.
Why Outsource Your Paraplanning to Sargun?
Outsourcing isn’t just about cutting costs—it’s about gaining a competitive edge. By delegating the technical “heavy lifting” to us, you can:
- Boost Productivity: Free up to 15+ hours per week to focus on client-facing activities.
- Ensure Compliance: Our reports meet the stringent standards of the UK and Australian financial markets.
- Scale Effortlessly: Handle more clients without the overhead of hiring and training in-house staff.
- Improve Turnaround: Deliver professional Statements of Advice (SoA) to your clients faster.
Our Paraplanning Capabilities
We specialize in providing high-quality support across the entire advice lifecycle:
Advice Documentation
- Statements of Advice (SoA): Comprehensive, clear, and compliant reports tailored to your firm’s templates.
- Records of Advice (RoA): Accurate documentation for ongoing client reviews and strategy changes.
- Suitability Reports: Detailed justifications for recommendations, ensuring all regulatory requirements are met.
Research & Analysis
- Product Research: Comparison of investment, pension, and insurance products.
- Portfolio Analysis: Detailed reviews of existing holdings versus recommended strategies.
- Cash Flow Modelling: Projecting long-term outcomes to give clients a clear picture of their financial future.
Software Proficiency
Our team is experienced in the industry’s leading financial planning tools, including:
- Xplan (including WealthSolver & Risk Researcher)
- AdviserLogic
- Midwinter
- Intelligent Office (iO)
- Coin Office
Our Process: How We Work With You
- Request: You send us the client fact-find and strategy notes via our secure portal.
- Analysis: Our paraplanners conduct necessary research and financial modelling.
- Drafting: We prepare the draft document based on your specific house style and preferences.
- Quality Check: Every document undergoes a rigorous internal review for accuracy and compliance.
- Delivery: Final, compliant report ready for review.
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