in-house can be costly
For most financial advisers, time is one thing holding them back from building their client list and establishing good relationships. While hiring a paraplanning service in-house might seem like the best solution to your problem, a single person can only do so much in a day. For the ideal in-house team to run like clockwork, you may need to hire a whole team to do the work, and that's just not cost-effective. Outsourcing paraplanning offers a practical alternative to lower costs while enhancing productivity in one package.
Let facilit8 handle the
workload at a fair rate
At facilit8, we work with our clients in one of two ways. Firstly, we offer outsourced paraplanning fees for one-off requirements on a fixed fee basis. Secondly, we deliver cost-effective solutions with a three or six-monthly retainer service, providing you with the level of support you need consistently, month after month. Our bespoke solution isn't an out-of-the-box package. Instead, we tailor our services to your requirements, providing the ideal staffing level to improve efficiency within your budget.
How we help
Before we arrange the right service for you, a member of our team will sit down with you to discuss your requirements and goals. From there, we can offer a bespoke solution for your monthly retainer in line with your needs. Each retainer package is customised to your business, with the flexibility to move unused budget over into future months depending on retained contract as required, plus priority access to our experienced and specialised team of administrators and assistants.
Benefits to both monthly
retainer and one-off packages
If you require one-off support for a sudden high workload or want to try our services before committing, choosing our fixed-fee service can offer insight into how we work. Our retainer service provides an ideal solution for longer-term clients, offering an allocated team of specialists, including executive assistants, personal assistants, paraplanners and back-office administrators, to help you achieve your goals and improve your processes, week after week.
Request our pricing guide
If you'd like to know more about our outsourced paraplanning fees, request our pricing guide. Alternatively, book a call with one of our team to discuss your requirements, and we'll provide insight into the ideal service for your needs.