Reliable, accurate paraplanning support


Our Services

We are i-Paraplan

For all your paraplanning needs

We are outsourced paraplanners – A way of obtaining Paraplanning and Administrative support without the expense or commitment of a full time member of staff.

Financial Planners and advisers increasingly rely on paraplanners to assist them with research, financial plans and report writing. Perhaps the most important function of a paraplanner is to provide a sense check for the financial plan that is developed for the client. And that’s where we come in….

More About Us

Qualified, Skilled, Efficient...Meet Nitu



Nitu started in the industry in 2006,  working as an administrator slowly working her way through financial planning exams over the years, whilst training to become a Paraplanner. Fast forward to today, Nitu holds the Advanced Diploma in Financial Planning, one of only a select number of Paraplanners to achieve Chartered status.

Nitu has wide industry experience, working as an Administrator, Paraplanner, Financial Planner, Mentor, Compliance, putting together CIPs and processes for firms. She believes this puts her in good standing to truly understand the financial planning process from start to finish.

i-paraplan paraplanner nitu

Case studies.

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All Case Studies

Extremely knowledgeable

As a new business, I do not require full time paraplanning support. Having been colleagues with Nitu in a past life I was thrilled to hear she was available to outsource work to on a flexible basis. Nitu is extremely knowledgeable, professional, accurate, and efficient. I find her very easy to communicate with and couldn’t have found it easier to pass work to her recently which came back faster than expected with no amendments required. I would highly recommend Nitu and would never look anywhere else.

Kerry

IFA (Cheshire)

Accurate and detailed work

I have worked very closely with Nitu for over 6 years in the capacity of a Chartered Financial Planner and Business improvement consultant and found her to always be a professional and reliable paraplanner who can relate to the financial planner in a pragmatic way. She is a problem solver, positive and flexible in her approach to her work.

She always provided me with accurate and detailed work. Her technical knowledge is excellent and she is always laser focussed on achieving agreed turnaround times.

I have no hesitation in recommending Nitu to any Financial Planner who wants a reliable, efficient and accurate paraplanner to help free up their time and move their businesses forward.

Mark Ferris

Former Chartered Financial Planner and Business Consultant 

Highly professional

Highly professional, Committed to an excellent service, Efficient, Reliable, Approachable, Knowledgeable, Understanding of a Client’s needs and objectives

Kevin

IFA (Derbyshire)

Call us.

07933 615991


Email us.

info@iparaplan.com


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