The specialty
Paraplanning & Adviser Support
Paraplanning is the core of the practice. We take the administrative and technical workload off financial planners, mortgage brokers and equity-release specialists, so client-facing advice stays with the authorised firm.
From £25/hour
Ad-hoc administration. Case fees and retainers are listed on the pricing page.
Services for advisers
- Fact-find population
- Case preparation and packaging
- Research collation from public sources
- Suitability report frameworks — the adviser completes all advice content
- Cashflow modelling preparation
- Pre-submission checks
- Ongoing client administration
Why firms outsource this
- Flexible capacity without hiring
- No advice is given, so the regulated recommendation stays with you
- Drafts written for your sign-off, templates and compliance style
- Turnaround from 3–5 business days for admin, 7–15 for technical cases
Who this is for
IFAs, mortgage brokers and equity-release specialists who want paraplanning and back-office support that does not cross into regulated advice.
Finsolo provides financial coaching, administration and educational services only. We do not give regulated financial advice, investment advice, mortgage advice or equity-release advice. For any regulated financial decision, speak to an FCA-authorised adviser.
Other services
