At Paraplanning Collective, we combine a secure, easy-to-use platform with a much more personal approach. We take the time to understand you — how you work, how you write, how you like things done — and match you with a paraplanner who fits.
So yes, everything is uploaded, tracked and delivered through one place… but behind it, there’s a real relationship being built.
Outsourcing paraplanning can sometimes feel a bit hit and miss. You send work off… and hope it comes back in the way you’d do it.
That’s not how we work.
The Platform - Simple, Secure, Organised
We’ve created a platform that takes the hassle out of outsourcing.
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Upload your cases securely
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Keep all documents and communication in one place
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Track progress whenever you want
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Maintain a clear audit trail for compliance
No more searching emails. No more chasing updates.
Just a clear, organised way of working.
The Difference, Thoughtful Matching
This is the bit we really care about.
We don’t just allocate your case to the next available paraplanner.
Instead, we take a more considered, almost concierge-style approach.
We get to know:
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your business
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your advice style
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your preferred structure and wording
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how hands-on (or hands-off) you like to be
And then we match you with a paraplanner who genuinely suits you.
Because when the fit is right, everything flows more easily - and the work is simply better.
A conversation to understand how you work and what you need.
Submit your case through the secure platform - simple and structured.
We carefully pair you with a paraplanner who fits your business and working style.
Everything runs through the platform - with clear communication and full visibility.
For ongoing work, we keep the relationship consistent so your paraplanner becomes a natural extension of your team.
How it Works
Flexible support
Use us for a one-off case, regular overflow, or a long-term partnership.
The right match
We focus on compatibility — not just availability.
Support that grows with you
As your business evolves, your paraplanning support can too.
A more personal approach
We believe paraplanning works best when there’s a genuine understanding — not just a task being completed.
Secure and structured
Our platform keeps everything organised, compliant and easy to manage.
Why Paraplanning Collective?
Our Service Levels
We keep our service levels simple, so you can choose the type of paraplanning support that works best for your business.
Whether you’re looking for an ongoing relationship with a matched paraplanner, or flexible support for ad hoc cases, everything is managed through our secure platform with clear turnaround times from the outset. The pricing structure is detailed below. As a specialist, qualified paraplanning team, our fees reflect the professional calibre and diligence of the service provided. We do not engage in price‑matching or competitive bidding; our charges are fixed and aligned with the standards of a premium, expertise‑led offering.
Allocated to a suitable paraplanner based on availability and case requirements
Ideal for ad hoc cases or occasional extra capacity
Simple, flexible support through the platform
7 working day turnaround
Flexible Case Support
Platinum
A flexible option for ad hoc cases, one-off support or occasional overflow. Your case will be allocated to a suitable available paraplanner, giving you access to quality support when you need it, without committing to an ongoing matched relationship.
Matched paraplanner based on fit & working style
Ideal for regular or ongoing paraplanning support
Greater consistency across cases
5 working day turnaround
Retainer Fee of £500 per month
Premium Match
Diamond
Our highest level of support, designed for advisers who want a more consistent working relationship. We’ll match you with a paraplanner who suits your business, advice style and preferred way of working, helping to create a smoother, more familiar process over time.
Get in Touch
If you’re an Adviser
Running an advice business is busy — and paraplanning often becomes the bottleneck.
Paraplanning Collective gives you a simpler way to outsource. Upload your cases through our secure platform, keep everything organised, and stay in control at every stage. There’s no need to invest time in finding and meeting with a paraplanning firm just to assess compatibility.
Through the registration process, we get to know how you work and match you with a paraplanner who fits your business — so the work you receive feels consistent, familiar, and fully in tune with your advice. Whether you need support for one case or an ongoing relationship, we’re here to make things easier.
Less admin. Better flow. More time with your clients.
If you’re a Paraplanner
You’re great at what you do — we help you do more of it.
Paraplanning Collective connects you with financial advisers who value your expertise and are looking for high-quality, reliable support. You choose how much work you want by showing if you are available for a new case, there’s no minimum time commitment, you use the platform to complement your existing workloads.
Work is managed through a secure platform, keeping everything organised and structured, while we focus on matching you with advisers whose style and expectations suit you. The registration process will ask you about your specialisms and qualifications.
We’re not about random case allocation — we aim to build strong, consistent working relationships that make your role more enjoyable and your work more impactful.
Better matches. Smoother workflows. Work that fits you.
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