The Paraplanning Professionals
Professional Paraplanning & Reporting Services
Explore the wide range of paraplanning services available from PJM Paraplanning and Consultancy Services Ltd. Delivering first-class services for businesses, our paraplanners cover all aspects of financial planning. Whether you’re looking for technical reporting or administration services, we’ve got you covered. Get in touch today to discuss your needs.
Turn to a Chartered Financial Planner
For many companies, employing a full-time paraplanner is not a financially viable option. However, thanks to PJM Paraplanning and Consultancy Services Ltd, you do not have to go on without one. Our company provides a bespoke outsourced paraplanning service that is tailored to meet your individual needs. We work closely with you to determine exactly what you are looking for before our chartered financial planner executes the job. To discuss your business’ requirements, give us a call.
Why Choose Us?
- Immediate Access to Professionally Written Suitability Reports
- Helping Advisers to Remain Compliant
- Experienced Paraplanners Qualified to Either Chartered or Fellowship Level
- All Research and Reports Complete within 5 Working Days
- Fully Confidential, GDPR-Compliant Data Handling
- No Tie-in or Retainers Required
Levels of Service
Working alongside your existing team to provide first-class services and technical support, we provide various levels of bespoke paraplanning to suit your needs, including:
- Suitability Reports
- Research
- Compliance Submissions
- Dealing with Remedial Work Where Required
Benefits of Outsourcing
With our outsourced paraplanning solutions, you will free up more time to work with your clients and increase revenue. Our professional paraplanners specialise in all aspects of financial planning, from suitability reports to final salary reviews.
Additionally, you can work with a highly qualified and experienced paraplanner and only pay for the services you require, without additional employment costs such as sick pay, holidays, and pensions.
Free Consultation
Contact our paraplanners today to discover more about the first-class services we provide.
Address:
Primula House
18 Corn Mill Close
Birmingham
B32 3BH
Telephone: 0121 312 9747
