Paraplanning is one of those necessary-but-draining parts of financial planning and advising. It’s technical. It’s detailed. Sometimes it’s monotonous. And it always takes longer than you think it will.
It also happens to be one of the first things that starts getting postponed when you’re short on time or support.
That’s where we come in.
At Consenta, paraplanning isn’t just one of our services, it’s one of our strengths. We’ve built a process that works with your practice, not instead of it.
Whether you’re an independent adviser, a growing practice, or an established firm, here’s how we help you take paraplanning off your to-do list, while you remain in the driving seat.
Step 1: It all starts with the fact find
Everything begins with your client’s fact finding. Once we receive it, we treat it like a blueprint.
That includes any additional notes, meeting summaries, risk profiles, or specific instructions you’ve added. The more the context provided, the better the output will be.
We work with what you already have, and in the format you already use.
Step 2: Case research and analysis
Once we understand the client’s needs, we move into research mode.
That might include:
- Analysing the client’s existing holdings
- Chasing LOAs
- Comparing product options & costs
- Considering tax implications
- Aligning with investment preferences, risk profiles and time horizons
If we need anything clarified along the way, we’ll flag it early, so you’re never left wondering what’s happening in the background.
Step 3: Drafting the suitability reports
Once the analysis is done, we begin drafting your suitability report, tailored to your compliance requirements and your writing style.
We use your preferred templates and tone, and make sure:
- Recommendations are backed by evidence
- Disclaimers and fee disclosures are included
- Product details are accurate and clearly explained
You’re not getting a generic, off-the-shelf document. You’re getting a report that sounds like you wrote it, just without the late nights and formatting struggles.
Step 4: Internal checks and finalisation
Before anything lands in your inbox, it goes through a thorough quality check. We’re looking at:
- Spelling and formatting
- Accuracy of data and references
- Whether the report reflects your original brief
If something’s off, we fix it before sending it to you. If it needs your input, we’ll highlight it clearly.
Once finalised, the report is uploaded to your system, ready for your review.
Step 5: Review and approval by you
You may review the final report on your own time. Prefer to add a cover note or tweak a section? Go for it. Want us to make edits or handle the client version too? Just say the word.
We don’t disappear after the draft. We’re with you until it’s ready to go.
Step 6: Closing the loop
Once the client has signed and returned the paperwork to your office, we will submit the application on your behalf, keeping the process moving smoothly.
Why Our Clients Trust This Process
We’ve worked with financial advisers across the UK, from solo Financial Advisers to multi-adviser firms. Our clients feel like they can finally breathe again.
That’s because paraplanning is a lot more than admin and paperwork. It’s about paying close attention to detail. We could free up your time so you can focus on:
- Talking to more clients
- Working on the business, not just in it
- Spending fewer weekends with a Word doc open
We help make that happen, consistently and quietly, in the background.
What You Don’t Have to Worry About Anymore
- Starting from a blank template
- Explaining your style again and again
- Staying up late to finish a report you promised yesterday
Paraplanning is part of what you do, but it doesn’t have to be your full-time job.
Want us to handle paraplanning for you next month?
Let’s chat about how we can plug into your current process. It involves no disruption and no learning curve, just back-office support that keeps running smoothly behind the scenes.
Ready to simplify your practice?
Contact us today to discuss how Consenta can support you.