There are several reasons and benefits which have been discussed in articles and by advisers over the years such as removing the recruitment hassle, no high salary demands of a good, employed paraplanner, and no need to ensure an all round and suitable in-house process.
At BAM Paraplanning we understand that your time, as an adviser is precious and you should be spending it with your clients getting to know them, and doing what you do best, and we can do the rest.
Outsourcing your paraplanning will free up time, whilst adding an additional level of support from an experienced second pair of eyes, and be a cost effective option.
My journey in Financial Services started in 2013, where I began in Administration. Working my way to paraplanning in 2017, I have been studying, and working as an employed paraplanner until 2023 when BAM Paraplanning was launched.
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