Outsourced Paraplanning Services

End-to-end paraplanning outsourcing support that blends seamlessly with your practice – helping you deliver the advice your clients value most, while scaling efficiently and reducing overheads.

GDPR
Compliant

XERO Platinum
Partner

ISO 27001
Certified

ACCA Approved
Employer – GOLD

Discover How
End-to-end paraplanning outsourcing services for financial advisers
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Delivery Centres

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Years of Experience
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Employees Worldwide
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Global Clients

Scale your advice, not your workload, with Befree’s paraplanning services.

We provide outsourced paraplanning and admin support, delivering consistent quality, scalability, and security, freeing you from recruitment burdens.

Our Outsourced Paraplanning Services

We are a one-stop solution to all your paraplanning needs. From admin support to research, complex calculations to report writing, our highly trained personnel ensure you receive accurate, timely, and compliant outputs – freeing you to focus on client relationships and business growth.

Admin Support & Annual Reviews

Our admin support & annual reviews service takes care of routine yet vital tasks like updating software data, chasing authorisation letters, gathering provider information, and managing day-to-day admin work. We also prepare client annual reviews, ensuring accuracy and efficiency while freeing up your time for higher-value activities.

Research and Analysis

Our research and analysis service supports smarter financial decisions with cost and provider comparisons, detailed portfolio and fund analysis, and accurate capital gains tax and investment tax calculations. We also handle pension contribution analysis, cash flow projections, and inheritance tax calculations to give you clear, actionable insights.

Client Recommendation Reports

Our client recommendation report service supports a wide range of client needs, including new investment and pension recommendations, tax-efficient strategies, and pension transfers or switches. We also prepare annuity, protection, and fund-to-fund switch reports, delivering clear, compliant, and well-structured documentation every time.

Smarter Paraplanning, Powered by Automation.

We bring together smart automation and skilled professionals to ensure every client recommendation report is thorough, compliant, and delivered on time — so your team spends less time on paperwork and more time on what truly matters to clients.

Automation handles

  • Client data extraction
  • Portfolio snapshots
  • Advisory report template assembly
  • Compliance checklists
0
processes automated
1000 +

hours saved annually

Our people handle

  • Advice strategy
  • Client recommendations
  • Data verification
  • Compliance sign-off

Why Choose Befree’s Outsourced Paraplanning Services

At Befree, you don’t just get a resource – you gain a fully trained team backed by experienced managers and robust processes. Every deliverable is quality-checked, ensuring accuracy and consistency from day one. With ISO 27001-certified data security and seamless integration, combined with the backing of industry-leading dealer groups, we give financial planners like you reliable, scalable support without staffing hassles.

Ready from Day One

Our paraplanners come fully trained and experienced, delivering immediate value from day one – no lengthy onboarding or retraining.

Security You Can Trust

With regular audits, strong safeguards and robust data security, your client information stays protected, giving you peace of mind.

Seamless Continuity

Our layered management approach ensures consistent service delivery, smooth transitions, and uninterrupted support.

Scalable Support

Easily increase capacity without recruitment delays with our flexible engagement models and highly skilled professionals.

Who We Work With

We are an outsourcing partner for financial planners and advisers across the globe, supporting both independent practices and those aligned with leading dealer groups. With proven experience of 20 years servicing global clients, we understand diverse compliance needs and seamlessly adapt to different business models.

Connect With Us

Financial Advisers

Our Outsourced Paraplanning Process

STEP 02

Setup & Training

  • We grant access to our workflow manager and train your team on its use, while simultaneously collecting all necessary system accesses from you.
STEP 04

Ongoing Support & Feedback

  • A dedicated manager ensures seamless coordination and open communication. Regular check-ins and access to resources keep the project aligned, efficient, and high-quality.
STEP 01

Requirement Analysis & Staffing

  • We meet to understand your scope of work and assign the most qualified staff before your project starts.
STEP 02

Setup & Training

  • We grant access to our workflow manager and train your team on its use, while simultaneously collecting all necessary system accesses from you.
STEP 03

Seamless Kickoff

  • On the start date, our team is fully equipped, trained, and ready to kick off your tasks immediately - no downtime, no delays.
STEP 04

Ongoing Support & Feedback

  • A dedicated manager ensures seamless coordination and open communication. Regular check-ins and access to resources keep the project aligned, efficient, and high-quality.

Focus on advice, not admin!

Seamless outsourced paraplanning that scales with your practice, ensuring accuracy, security, and continuity.
Boost Your Practice Now!
Still having more questions? See FAQs

FAQs

How do your outsourced paraplanning services integrate with our existing processes?
We work as an extension of your in-house team. Our paraplanners adapt to your workflows, software, templates, and compliance requirements, ensuring seamless integration with minimal disruption to your day-to-day operations.
Our paraplanners are highly trained professionals with hands-on experience supporting financial advisory practices globally. They work under experienced managers, and every deliverable goes through defined quality checks to ensure accuracy and consistency.
Data security is embedded into everything we do. We are ISO 27001 certified, follow strict access controls, and conduct regular audits to ensure your client information remains secure at all times.
Yes. Our flexible engagement models allow you to scale support as your business needs change – whether that’s during peak periods or long-term growth.
In addition to paraplanning, we support admin functions, annual reviews, research and analysis, and report writing. This allows you to centralise operational support with one trusted partner while staying focused on client advice and growth.

You can connect with us through our contact us page. Just share your details, and our team will get in touch to discuss your paraplanning needs.