Outsourced Paraplanning Services for Financial Advisers
Paraflo supports financial advisers and wealth management firms with research, analysis and suitability report writing, so you can spend less time on paperwork and more time with clients.
Whether you need regular support or extra hands when things get busy, we'll fit around how you already work.
Not sure whether outsourcing is right for you? That's a fair question. There's more on the site about why advisers outsource and how it compares with hiring in-house. Or if you'd rather just talk it through, get in touch. We're currently at capacity, but we're always happy to chat and let you know when we have space.
About Paraflo
Paraflo was started by Ellie Bailey, who has spent over 13 years in financial services, 8 of them in paraplanning. Ellie has been a paraplanner in-house, led a team of 14 paraplanners and overseen outsourced relationships, so we know what advice firms need from both sides of the desk.
Every piece of work goes through clear processes and quality checks, so reports come back accurate, well structured and in line with professional standards. We fit around your existing processes rather than asking you to learn ours.
What our clients say:
“Ellie’s consistently high quality, personalised and well-written reports that have required little to no amendments at first draft stage.
She is always receptive to feedback and asks the right questions, with an obvious desire to get it right first time and to keep the client at the heart of everything she does.
She is proactive, approachable, responsive and an absolute pleasure to work with, having been very flexible to work within our processes and is very much one of the team. We are delighted to have her working with us.”
Laura Harris, Operations Manager. Milsted Langdon Financial Services