Outsourced Paraplanning Support Required - questions to ask

Hi, I'm looking to outsource some of our Paraplanning work, and there's so many options out there its hard to know where to start. Those who use outsourced PP, any tips/recommendations and also what specific questions should I be asking prospectives? Thanks in advance


  • richallumrichallum Administrator
    edited February 28

    Hi @SamGibson We've prepared a guide to help advice firms with this. You can read it and download the supporting documents here.

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

  • JolenegJoleneg Member

    Hi Sam, not sure if you got sorted but I am an outsourced paraplanner myself and would be happy to answer any questions you have.

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