Outsourced Paraplanners needed!
I'm in need of some freelance paraplanning support to help with a steady supply of overflow. At Absolute Paraplanning we deal with directly-authorized firms, ranging from small one-man-band practices to Family Office / UNHW. The main software that my clients (therefore we) use are:
Selectapension
FE Analytics
CashCalc tools
Genovo
All major platforms/ providers.
So experience in these would be great.
When using freelancers I operate on a case-by case basis, sharing my fee.
If you feel like this suits you, contact me at heidi@absoluteparaplanning.co.uk
Comments
Hi Heidi, are you able to share what area of planning you need help with? I specialise in pensions but don't get involved with IHT planning, can help with most other areas.