Paraplanning Services

Let your in-house team focus on what they do best—building client relationships.

Paraplanning Services

We handle the research, modelling, and documentation so you can boost efficiency, reduce operational costs, and deliver compliant, high-quality advice documents on time.

Why Partner with Exovance for Your Paraplanning Needs

Delivering high-quality financial advice demands thorough research, precise documentation, and strict regulatory compliance. Partnering with Exovance simplifies these complexities and ensures consistent accuracy, so you can focus on what really matters—growing your business and strengthening client relationships.

Benefits for financial advisors:

Reduce paraplanning costs by up to 50% without sacrificing quality

Accelerate report turnaround for faster client decisions

Deliver accurate, compliance-ready advice documentation

Easily scale support as your business grows - no additional hires required

Focus on strengthening client relationships and strategic planning

Core Paraplanning Capabilities:

What Your Outsourced Paraplanners Can Deliver

Preparing and reviewing detailed financial plans and records of advice

Conducting cash flow analysis and creating tailored financial models

Managing client data and administrative tasks for reviews

Supporting financial advisors with technical research and back-office functions

Delivering paraplanning solutions that improve efficiency, compliance, and profitability

Flexible Outsourcing Models Tailored to Your Needs

1. Full-Time FTE Model

A dedicated paraplanner integrated with your team, providing consistent, reliable support to streamline your advisory process.

2. Part-Time Support Model

Scalable assistance during busy periods or projects—maintaining service quality while controlling costs.

Our Collaborative Approach

Understanding Your Needs

We start by assessing your business goals and outsourcing requirements to ensure a perfect fit.

You Lead the Hiring

You control recruitment—selecting from a curated shortlist to find the ideal paraplanner.

Cultural Integration

We embed ourselves in your company culture for smooth collaboration and clear communication.

Robust Security & Technology

Your data is secure and stored within your cloud infrastructure, fully compliant with data protection standards.

Ongoing Development & Performance Monitoring

Continuous training and SMART KPI tracking ensure consistently optimised results.

How You Benefit with Exovance

Focus on What Matters Most

Free your team to dedicate more time to clients and business growth by trusting us with your paraplanning and admin workload.

Significant Cost Savings

Cut your paraplanning costs by up to 50% while maintaining the highest standards of accuracy and compliance.

Instant Access to Expert Support

Our experienced paraplanners deliver thorough, compliant, and timely advice documentation tailored to your clients’ unique needs.

Flexible Scaling to Match Your Growth

Seamlessly adjust your level of support as your business evolves – without the hassle of recruiting or managing extra staff.

Enhanced Client Experience

Faster turnaround times and high-quality documentation help you provide confident advice that builds client trust.

Ready to streamline your paraplanning?