We are i-Paraplan

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….

Who we are.

This is Nitu, Chartered Paraplanner and Founder of i-Paraplan.co.uk Having worked with Independent Financial Advisers and firms since 2006, Nitu had always dreamed of owning her own business and doing what she knows best …. Paraplanning. So, along came i-Paraplan, which was established in May 2022.

Nitu started in the industry 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.

Now we know Paraplanning means lots of different things to different people and firms, however, we at i-Paraplan believe true Paraplanners working closely alongside Financial Planners to take away some of the more technical aspects from an adviser, with the aim being to free up more time for the adviser to see clients.
i-paraplan paraplanner nitu

Nitu Mehra

Founder

Accurate

We do not use suitability report writing software tools to write our reports as we believe these should be bespoke to each client and their circumstances. This also ensures accuracy to detail as each report will be written with the client’s specific objectives and circumstances in mind.  
We also ensure that lines of communication are always two-way between our Paraplanners and the Financial Planners/Advisers. This could mean picking up the phone and having a conversation to run through the advice, an email communication or a meeting held remotely via Zoom, Teams or whatever suits you.
We will tend to use your templates but if you require us to set one up for you we could also offer this.

Reliable

We will ensure the Paraplanner working on your case will work with you on a one-to-one basis and available to you as and when you may require.
This could mean sitting in on client meetings virtually, dependant upon timings, to a quick briefing session once the client meeting is completed. This will allow Financial Planner to run through the client discussions whilst they are still fresh in your mind!

Efficient

The main objective of your firm using i-Paraplan is to free up the Financial Planner’s time to concentrate on what you do best by undertaking the time-consuming research, analysis and suitability report writing.
We aim to complete our reports five working days from when we receive all the required information, this could be 10 working days during busy periods. However, once we receive a case we will review this and advise you on the turn around times.
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Low Cost

By outsourcing your Paraplanning, you can have access to a wide source of experience and knowledge and not have to pay a full-time Paraplanner salary. You will only pay for the service when you use it, on a pay-as-you-go basis.  We also don’t believe in taking retainers from you. In addition, we tend to keep our costs as competitive as possible and will try to use your systems where this is allowable.

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