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.
Scale your advice, not your workload, with Sargun Outsourcing paraplanning services.
We provide outsourced paraplanning and admin support, delivering consistent quality, scalability, and security, freeing you from recruitment burdens.
Our teams are trained specifically in Australian and UK processes, ensuring consistency with your compliance standards and house style. We prioritise long-term relationships, dedicated resources, and clear communication to deliver predictable outcomes. Every engagement is supported by secure systems, strict confidentiality, and a commitment to quality you can trust.
GDPR Compliant
ISO 27001 Certified
XERO Platinum Partner
ACCA Approved Employer – GOLD
SOA Process
Initial Review Checklist
Begin the process by completing the checklist to ensure all required information and documents are in place for the SOA/ROA. This step also includes entering data into the software if it hasn't been done already.
Research and Analysis
Conduct thorough research on insurance, investment products and other financial solutions that align with the client’s goals. Our team uses tools like WealthSolver and Risk Researcher to support and streamline the entire research process.
Projections
Create financial models and projections to clearly assess how different investment strategies may affect the client’s financial goals, helping them make informed decisions for both their short-term needs and long-term objectives.
Research and Analysis
Conduct thorough research on insurance, investment products and other financial solutions that align with the client’s goals. Our team uses tools like WealthSolver and Risk Researcher to support and streamline the entire research process.
Projections
Create financial models and projections to clearly assess how different investment strategies may affect the client’s financial goals, helping them make informed decisions for both their short-term needs and long-term objectives.
Post SOA Tasks
- Preparation of implementation forms, including applications, rollovers, beneficiary nominations, and more
- Preparation of FDS (Fee Disclosure Statements) and Opt-in forms
- Creation of review reports for client meetings
- Completion of audit checklists to ensure compliance readiness
- Drafting of insurance cancellation letters
We work as an extension of your team, delivering accurate, consistent, and timely support, so you can concentrate on providing strategic advice.
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.
Our Admin Support & Annual Reviews service takes care of routine yet vital tasks like updating software data, chasing Letters of Authority, 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.
Our Research and Analysis service supports smarter financial decisions with cost and provider comparisons, detailed portfolio and fund analysis, and accurate CGT and bond tax calculations. We also handle pension carry-forward reviews, cash flow projections, and IHT calculations to give you clear, actionable insights.
Our suitability report writing 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.
Why Choose Sargun Outsourcing 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 19+ years servicing global clients, we understand diverse compliance needs and seamlessly adapt to different business models.
Connect with our experts at your preferred time
Our Outsourced paraplanning services.
Data Gathering
Hum aapke saare financial documents aur zaroori jankari ikatha karte hain.
Analysis & Research
Humare experts data ko analyze karte hain aur market research karte hain.
Plan Construction
Aapke goals ke hisaab se ek behtareen financial plan taiyar kiya jata hai.
Review & Delivery
Final quality check ke baad plan aapko deliver kar diya jata hai.
Focus on advice, not admin!
Seamless outsourced paraplanning that scales with your practice, ensuring accuracy, security, and continuity.
Get StartedWe 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.