Hey.
Looking to develop as a self employed paraplanner?
Join our Paraplanning Network
Being your own boss is a liberating feeling. You can choose what work you like to do and who you prefer to work with. However, it's not all plain sailing and becoming part of a community or network is great way to stay motivated through the challenging times.
Work remotely
Technology means we now live in a paperless financial services world. In comparison to being fixed to an office desk 5 days a week, being a freelance paraplanner means you can avoid the commute and choose your own desk anywhere in the world.
Flexible hours
In contrast to working 9-5 in an office, one of the luxuries which comes with being freelance is the ability to choose the working hours which suits your routine.
Seamless communication
Our Case Dashboard is an online portal where we can communicate and exchange files securely with advisory firms and paraplanners.
Structure
Our suite of suitability templates, plan summaries and support literature are available for network members to use when working on new cases. We also provide a monthly roundup of industry topics which paraplanners need to be aware of.
Increased workflow
We have a large network of financial services businesses who are always on the look for talent on various projects and network members will be our first point of call when passing on opportunities.
Community
One of our key aims to build a community of freelance paraplanners who can support each other with industry topics and connect with like minded individuals. We have a closed group for network members to share, learn, and grow together.
Holiday cover
If you would like to enjoy your holiday time without having to worry about the work piling up or unanswered queries whilst you are away, we can connect you with fellow paraplanners who can provide holiday cover and maybe you can return the favor!
Development
Paraplanning provides a range of opportunities to support financial advisers outside of writing their suitability reports. True paraplanning is building the recommendation on behalf of the adviser and this comes with experience and trust building with the adviser.
Network requirements
Prerequisites for new members
Level 4 Diploma in Financial Planning or above
At least 5 years experience in the financial services industry
Network membership
All of the above benefits are included
12 month membership
Free to join
Share, learn, grow.
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Join our network