Contract Paraplanning Services

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We do your SOAs, so you can
do more business

Paraplanning services to speed up your client onboarding
and get you paid sooner

Save Time

Send the

work to us

Access top Paraplanners

for a fraction of the

in-house cost

We take the work off

your desk

Save Stress

Save Money

Save Time

Send the

work to us

Access top Paraplanners

for a fraction of the

in-house cost

We take the work off

your desk

Save Stress

Save Money

Download our free guide:

How to halve your paraplanning time

Download our free guide:

How to halve your paraplanning time


Advice
documents are complicated &
time-consuming

The average SOA takes

26 hours

to complete

7 out of 10

advice documents are

non-compliant

The cost to service clients has

doubled

Why We Care

We know what it’s like. You meet a new client and hopefully after a few meetings, they want to do business with you. They’re excited, you’re excited, life is good.

And then it comes time to get an SOA written. Your enthusiasm plummets, it’s a total buzzkill.

While we LOVE doing SOAs, we realise that it’s a low point in the client experience for most advisers. It takes too much time and energy, and it’s a frustrating part of doing business. But it’s a necessary evil, so you need someone to do the job.

We know what the difference between a painless paraplanning process and a painful one is, and we’ve built our business around a process that means your SOA gets written within 7 days so you don’t lose momentum in your client experience and most importantly, you can do business quicker. 

Licensees We Work With

About CPS

About Our Service

  • Online, easy to use request system

  • Your own dedicated Paraplanner

  • Confirmation of cost upfront

  • Guaranteed 7 business days delivery

  • Monthly invoicing to ease cashflow

  • Ongoing reviews, management and training of your Paraplanner

  • Performance-based incentives which attract the right Paraplanners

3 Step Plan

Discovery

#1

Here we get to

know each other and

see if we’re a good fit

#2

We find you the perfect

Paraplanner or Administrator

Matchmaking

#3

You stop doing the paperwork

and start doing more business

Partnership

Our guarantee

Dedicated Paraplanner

You will work with the same

Paraplanner every time

All of our work is completed

within 7 business days

7-Business-Day turnaround

Quality Assurance

If you’re not happy with our work

after 5 SOAs,we will happily

refund your money

You will know the

full cost upfront before

the work starts

No hidden fees

What our clients say about us

Wearing too many hats is
exhausting!

Sales, Relationship Management, Strategy, Compliance, Admin. The role of the adviser is varied, but it inevitably leads to one thing – EXHAUSTION!

Doing too much of the strategy and advice documentation work yourself is slowing your business down and taking your time, but it’s also probably sapping your most valuable resource – your energy. Energy which you could be directing towards more important things like keeping your clients happy, growing your business or even spending more time with your family.

The most successful advisers focus on their strengths and delegate the rest. Paraplanning is one hat that we can wear for you so that your business becomes more profitable AND enjoyable.

If you are sick of the multi-tasking and ready to get your mojo back, book a call today to see if we’re a good fit for your needs.

CPS is trusted by

Contact us

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Free eBook

Five ways to halve your paraplanning time

and do more business